New Update 2025!!! 
This template is a robust and fully customizable solution for those looking for a comprehensive and intuitive CRM, designed to optimize the management of deals, contacts, and activities.
Get the template through the link:
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Key Features:
User Authentication: Sign In / Sign Up pages for secure account management.
Business Workflow Management: Dedicated page for configuring custom workflows for companies.
Interactive Dashboard: An overview of your CRM with essential metrics, sales pipeline, recent activities, timeline, and more.
Deal Management: Create, edit, and list deals in Kanban format; Detailed popup with deal information, activities, notes, attachments, proposals, and a timeline of client interactions.
Activity Management: Page to track all ongoing activities; Display options in list or calendar format; Advanced filtering and the ability to create/edit activities.
Contact Management: Complete organization of contacts, whether individuals or companies; Create, edit, and filter contacts easily; Import contacts via .CSV file.
Smart Notifications: List of upcoming scheduled activities to ensure nothing is overlooked.
Advanced CRM Settings: Customize the CRM to meet your company’s needs; Create and organize multiple sales pipelines; Add products to attach to deals; Define loss reasons and tags for better categorization; Manage users with customizable permissions for different access levels; Import and delete data based on assigned permissions.
Progressive Web App (PWA): Access your CRM from any device, providing flexibility and mobility.
Full White Label: Completely customize the CRM with your brand identity, including colors, logo, and graphic elements, creating a unique experience.
And much more…
This template is ideal for entrepreneurs, startups, and businesses looking for a flexible and scalable CRM without having to develop one from scratch.
DOCUMENTATION:
NOTE: Does not have any paid plugins.
NOTE: The PWA only works on a paid Bubble plan. Access the template’s documentation to configure.
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