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Simple CRM Template

Simple CRM Template

Use this FREE template as a starting point to build your fully customized CRM with Fuzen's AI. It comes with basic lead management functionality, Kanban board, products directory and a customizable sales process. Install this template to your Fuzen account for free and ask AI to modify it as per your requirements - and watch the magic happen! What you can do with it - customize sales process, add reporting, create integrations with email, whatsapp, social media apps, accounting software etc. Building a fully customized CRM has never been easier.

    Use This Template

    Key Features:

    Lead Management

    Track your leads and sales pipeline through different stages of the sales process and manage them on an interactive Kanban style dashboard.

    Manage Documents & Proposal

    Upload and manage documents, proposals, files for leads

    Track Meetings

    Keep track of customer meetings, notes taken in the meetings and related activities.

    Manage Products

    Create and manage products, pricing etc. Assign products are requirements to different leads.

    Powerful Customization using Fuzen AI

    GIF of Customizing

    Customizing "Create New Lead" page with Fuzen AI to add "Lead Priority" field

    GIF of Adding

    Adding "Email Notification Workflow" with Fuzen AI

    GIF of Adding

    Adding "Delete Option" to "Sale Overview Page" with Fuzen AI

    App Preview

    Testimonial

    RD

    Rahul Deshpande

    NexaTech Solutions

    “The Simple CRM Template was exactly what we needed to organize our customer data. The central dashboard makes it easy to track every lead, and the clean layout helps our team stay focused.”

    SP

    Shreya Patil

    Marketing Manager

    “We started using the Simple CRM Template last month, and it has made our sales process so much smoother. The lead details and products sections are well-structured, and the built-in user guide made setup effortless.”

    HC

    Henry C

    BrightPath Services

    “Fuzen’s Simple CRM saved us a ton of time. Within a day, our entire team was using it to manage leads efficiently. The template is straightforward, yet flexible enough to adapt to our workflow.”

    Frequently Asked Questions