CRM Templates

Customer relationship management templates tailored for different industries. Click any live demo to explore.

CRM #1 — Software & SaaS

Live demo

Full-featured CRM built for software and SaaS companies. Manage contacts, companies, deal pipelines, activity history, tasks, and document attachments.

Contact & company management
Kanban deal pipeline
Activity timeline
Tasks with due dates
Document attachments

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CRM #2 — Real Estate

Coming soon

Coming soon — property listings, buyer/seller contacts, transaction tracking, and showing schedules.

CRM #3 — Professional Services

Coming soon

Coming soon — client projects, retainer tracking, billable hours, and proposal management.

CRM #4 — E-Commerce & Retail

Coming soon

Coming soon — customer orders, loyalty tracking, refunds, and purchase history.