Having trouble turning your potential leads into faithful clients? Then it might be a good time to rethink how your sales process is organized and make the improvements that will help you gain more clients! Our Client CRM template will help you:
Create and connect lead forms,
Build your own custom CRM,
Collect & track all of your leads as they move through the sales pipeline stages,
Organize and manage client information,
Define sales steps and organize tasks,
Track sales metrics,
Create a well-defined and repeatable sales process for you and your team.
NOTE: This template is used in part one of our free training for agency owners, consultants, and service providers. You can find the video here:
Benefits of Using Infinity’s Client CRM Template
Here are some of the main advantages of using this template:
Creates a functional and fully organized sales system,
Keeps all of your leads/future clients in a single place,
Makes it easier for your team to keep track of their tasks,
Gives you an overview of KPIs and metrics, allowing you to improve your process with time,
Will ultimately help you boost your closing rates and ensure your clients stop slipping through your fingers.
How to Use This Template
If you’re starting from the Templates gallery, click on the ‘Load Template’ button. If you’re starting from your workspace, click on the plus sign to create a board, then ‘Load a Template’.
Keep the demo data as a reference or delete it immediately.
Import your leads via CMS import or enter them manually. You can also adapt and use the form to collect your leads.
Whenever you get a new lead, fill out all the information in the folder ‘Pipeline’, then change the status: Prospect, Meeting, Proposal, Agreement, or Closed.
Once the lead enters the sales process, go to the folder ‘Clients’ and duplicate the master template. Use the new folder for the new lead. Repeat for every new lead
Adapt the tasks and go through them with your team.
Use the KPIs folder to set your objectives, and the Metrics folder to track important metrics.
What does a client CRM system do?
A client CRM presents a single place where you can track your leads, store their data, and share all this information with your team members. It is meant to help you define sales steps better, and ultimately make your business grow.
Why should I have a sales pipeline in place?
Because it will help you visualize and track leads as they move through the sales funnel. Each stage in the pipeline should be clearly defined and mapped out, making it easier for you to close clients.
How do I use the Client CRM template?
You can check out the ‘How To’ part in the text on this page, or you can head over to part 1 of our free training for agency owners, consultants and service providers. In the first video, we explain in detail how to best use this template, why you need it, and how it will help you end up with more clients than ever.
Do I have to purchase an Infinity account to use the template?
While you can preview our Client CRM template and see what it looks like, you’ll need to purchase an account in order to load and actually use it. Our lifetime deals start at $99 and you can choose which one works best for you.
Not quite what you're looking for? Try one of these templates instead.