Internal tools template
Sales CRM
Contacts, companies and a deal pipeline with your own stages.
What you get
- Contacts and companies with notes
- A deal pipeline with your own stages
- A revenue forecast by month
- Roles for reps and managers
The prompt
Copy it and paste it into YeshBe. Change the details before or after, both work.
Prompt
A CRM for my marketing agency: contacts and companies, a deal pipeline with the stages Lead, Proposal, Negotiation and Won, notes on every deal, and a dashboard of expected revenue by month.
Then make it yours
Every change is another message. A few to try:
- Add a reminder when a deal is idle for a week
- Import my contacts from a spreadsheet
- Add a report of won deals by rep