Tables
  • Benefits
  • Features
  • Workspaces
  • Templates
  • Story
    • FAQ
    • Help Guides
    • Blog Posts
  • Create a Table — It’s Free!
Jotform LogoJotform Icon
Table Templates
CRM Templates
Trending Templates
Simple CRMClient Database TemplateReal Estate CRMChurch CRMSmall Business CRMHealthcare CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction

Sales CRM

Trending Templates
Simple CRMClient Database TemplateReal Estate CRMChurch CRMSmall Business CRMHealthcare CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction
Table Templates
CRM Templates

Sales CRM

A Sales CRM that allows to manage target accounts, leads, opportunities and tasks in an all-in-one platform throughout the sales funnel, preserve leads’ data, categorize targets, define opportunity values and manage interactions.

See Demo
Categories
  • Go to Category: CRM Templates
Sales CRM Template
See Demo:
See Demo
About this template
Here is a comprehensive CRM system specifically crafted for your sales operations where you can manage your target accounts, leads, opportunities, and tasks in an all-in-one platform throughout the sales funnel. Sales CRM allows for you to preserve account and leads’ data, sort them based on industry, and more.

You can also create and manage opportunities, define their estimated value, assign your salespeople to related tasks, and track interactions for each opportunity and account. It will provide you increased productivity and improved profitability. You can fully customize this Sales CRM, add, remove or change any of the tabs, columns, rows, color-coded labels in a way that best fits your sales operation and craft your own CRM -with no coding required.

Categories
  • Go to Category: CRM Templates
Details
2,369 Clone
Created by
Jotform
Related templates
Simple CRM Template
Preview: Simple CRM

Simple CRM

Manage contacts, deals, and work progress through free online CRM spreadsheet integrated with lead gen forms. Fully customizable, easy-to-use, and no coding required.

Go to Category:CRM Templates
Preview
Client Database Template
Preview: Client Database Template

Client Database Template

No CRM? Collect and manage leads with this free online Client Database Template. Easy to customize, download, and share. Works on any device. No coding.

Go to Category:CRM Templates
Preview
Real Estate CRM Template
Preview: Real Estate CRM

Real Estate CRM

A real estate CRM to keep record of leads and properties categorizing them with labels, and with all their related information, to track activities and deals, assign tasks to your team members, and more.

Go to Category:Real Estate
Preview
Church CRM Template
Preview: Church CRM

Church CRM

A Church CRM composed of tabs that allows keeping contact data of members, determine their contribution, track and manage events, choose their frequency, add the responsible community, list communities with their hosts and members.

Go to Category:CRM Templates
Preview
Small Business CRM Template
Preview: Small Business CRM

Small Business CRM

Collect and track leads for your small business. Free CRM template for new businesses. Easy to customize, download, and share. No coding required.

Go to Category:CRM Templates
Preview
Healthcare CRM Template
Preview: Healthcare CRM

Healthcare CRM

Free online healthcare CRM tool for private practices. Easy-to-view spreadsheet. Easy to customize. HIPAA compliance features. No coding.

Go to Category:Healthcare
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Shopify AI AgentsNEW
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Media Kit
  • In the News
  • Newsletters
    • Agency ProgramNEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog

Apps

Get it on Google PlayDownload on the App StoreSalesforce available on AppExchange
4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement