Challenges without a CRM template

Without an effective CRM template, many companies are forced to use various tools and methods to manage their customer and sales data. This often leads to inefficient work processes and a lack of overview of the current customer status. Another problem is the delay in preparing offers, as the necessary information is often not available centrally.

The use of outdated or inflexible CRM systems can lead to significant delays in the sales process. Employees must invest a lot of time manually updating and synchronizing data, which affects the efficiency of the entire team. This can ultimately result in missed business opportunities and lower customer satisfaction.

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CRM template: Your perfekt CRM tool

With Ninox's CRM template, companies significantly optimize their customer management processes. The personalized dashboard adapts to the needs of every user and always provides all important information at a glance.

The integrated lead qualification efficiently evaluates leads and precisely predicts chances of success, which improves closing rates. Offers can be created, managed, and tracked directly in the software, speeding up the entire process.

Activities and documents can be linked directly to contacts and projects, which improves organization and makes it easier to access relevant information.

The CRM template also supports the management of suppliers and business partners, which makes collaboration more efficient and improves business performance. Recurring tasks can be automated, saving time and reducing the risk of human error.

Thanks to extensive customization options, the CRM template can be tailored exactly to specific requirements, which ensures a high level of flexibility and efficiency.

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Using the template

To use this template, follow these steps:

1. Click on “Use template.”
2. In the next window, register with an email address and password by clicking “Start now.” If you're already using Ninox, log in with your details.
3. You will then receive an email that you must confirm.
4. Click the link in the email to access the software.
5. The icon called “Database” is the template that you can now use free of charge for 30 days.
6. You can use more templates by clicking on “New database” in the work area and choosing from the many templates.

Save time with Ninox and the CRM template:

Efficient data management:

With the Ninox customer list template, you save valuable time managing your customer data. The digital recording and central storage of all information gives you access to your data anytime and anywhere.

Quick implementation:

The simple implementation of the template allows you to get started without much effort and without the need for a long training period. Your team can immediately work productively and focus on what's important.

Improved collaboration:

The central storage of information promotes team collaboration. Every employee has access to the latest data and can therefore work more effectively. This improves communication and coordination within the team.

With Ninox, you can optimize your sales processes, save time and increase efficiency. Take advantage of our flexible and customizable CRM template and start your 30-day free trial now.

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