What is the Simple CRM Template?

The Simple CRM Template is a ready-to-use customer management system built on Fuzen to help you manage leads, products, and sales from one central dashboard.

Who can use this template?

It’s perfect for small businesses, startups, and teams looking for an easy and affordable way to organize and track customer interactions.

Do I need Fuzen to use this template?

Yes, the template runs on the Fuzen platform, which provides all the tools needed to manage and customize your CRM.

Is the Simple CRM Template customizable?

Yes, you can use Fuzen AI to instantly modify the CRM - add new fields, automate workflows, or adjust layouts as needed.

Is the template ready to use after purchase?

Yes, it comes pre-configured with all core features like lead creation, dashboards, product management, and analytics, so you can start immediately.

Do I need technical skills to use it?

Not at all. The template is designed to be user-friendly, and you can follow the included User Guide for step-by-step instructions.

Can I manage multiple users or team members?

Yes, the CRM supports multiple users so your whole team can collaborate and manage leads together.

Can I add my own products and categories?

Yes, the Products section allows you to easily add, edit, and manage all your product information.

Do I get support after purchasing the template?

Yes, you’ll receive access to Fuzen’s support team and documentation to help with setup or customization.

Can I preview or test the template before buying?

Yes, you can explore the app preview to understand how the template works before making a purchase.

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.

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

Adding invoice functionality.

Creating a new page to display leads in a table view.

Adding a new field (Priority) in the lead creation form.

App Preview

Testimonial

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.”

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.”

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

Simple CRM Template

By Fuzen.io

✔ Lead Management
✔ Manage Documents & Proposal
✔ Track Meetings
✔ Manage Products

Use This Template Preview