<aside> ⭐

A more complete CRM template with Accounts, Contacts, Leads, Deals, and Activities.

</aside>

CRM Pro banner

What you get

• Clean relational structure (accounts ↔ contacts ↔ deals)
• Deal pipeline + forecasting fields
• Activity log (calls, emails, meetings, tasks) linked to accounts/deals/contacts

Setup order

1. Create an Account
2. Add Contacts under that account
3. Create Deals linked to the account (and optional primary contact)
4. Log Activities against the deal/contact/account

Databases

Accounts

Contacts

Deals