CRM

O seu assistente pessoal de vendas para gerir contactos, negócios e emails.

Marketing & Sales · Operations +2

YorBiz CRM - Your Customizable Sales, Marketing & Support Hub App Description: YorBiz CRM is a powerful, intuitive, and fully customizable Customer Relationship Management platform designed to streamline your sales, marketing, and customer support operations. Built as a flexible template, it provides a robust foundation for businesses looking to manage their customer interactions, track performance, and automate workflows with unparalleled ease. Key Features: Comprehensive CRM Modules: Manage your core business with dedicated modules for: Contacts: Centralize all customer information, track interactions, and segment your audience. Accounts: Organize company details, view associated contacts and deals, and monitor account health. Deals & Pipeline: Visualize and manage your sales pipeline with a dynamic Kanban-style pipeline board, track deal stages, amounts, and probabilities. Tasks: Assign, track, and manage all your team's tasks, ensuring no follow-up is missed. Campaigns: Plan, execute, and monitor marketing initiatives with associated contacts and segments. Cases: Efficiently handle customer inquiries and support tickets from creation to resolution. Products & Quotes: Maintain your product catalog and generate professional sales quotes. Advanced Business Intelligence (BI) Studio: Transform raw data into actionable insights with the integrated BI Dashboard Studio, similar to Tableau. Customizable Dashboards: Create and save multiple dashboards to visualize key metrics. Drag-and-Drop Layouts: Easily arrange widgets with a dense grid system for optimal viewing. Widget Library: Select from a rich library of visualization types (bar, line, pie, metric, composed, scatter) for Contacts, Accounts, Deals, Campaigns, Tasks, and Cases. Global Filters: Apply dashboard-wide filters for date ranges, users, and custom criteria. Inline Editing: Quickly edit widget properties directly from the dashboard. Flexible Data Views: Adapt to your preferred working style with multiple view options: Table View (Default for many modules): For detailed, data-intensive analysis. List View: Clean, summarized overviews for quick scanning. Grid View: Visual card-based layouts for easy identification. Pipeline/Kanban View: Visual workflow management for Deals and Accounts. Seamless Communication & Engagement: Email Composer: Send targeted emails to individual contacts or selected groups. Message Templates: Create and reuse message templates for consistent outreach. Segments & Lists: Group your contacts and accounts based on specific criteria for personalized communication and analysis. Powerful Automation & Workflows: Trigger-based Automations: Set up automated actions based on CRM events (e.g., new contact, deal won). Calendar Integration: Manage and sync calendar events with Google Calendar. Task Reminders: Configure automated reminders for upcoming tasks. Data Management & Customization: CSV Import/Export: Easily import existing data or export reports for external use. Custom Fields: Extend any entity with custom fields to perfectly match your business needs. User & Role Management: Define roles and permissions to control access and maintain data security. Fluid layout and responsive components ensure usability on desktop, tablet, and mobile. Why YorBiz CRM? YorBiz CRM is more than just an application; it's a foundation for innovation. As a template, it provides a feature-rich, production-ready environment that you can instantly deploy and further customize. Accelerate your development, reduce costs, and focus on delivering value to your customers with a CRM that grows with you.

Operations · Data & Analytics +1

A comprehensive CRM solution for SitePro, streamlining job intake, vendor management, automated dispatching, real-time job tracking, and invoicing to optimize field service operations. SitePro Dispatch CRM is a streamlined platform built to coordinate every aspect of jobsite rentals from one place. It centralizes job intake, vendor assignment, scheduling, and real‑time job tracking so contractors never have to juggle multiple calls or manage logistics themselves. The system automatically dispatches vendors, tracks confirmations, organizes delivery and pickup timelines, stores photos, and generates invoices based on your pricing rules. With SitePro Dispatch CRM, teams get a single, reliable hub that keeps dumpsters, portable toilets, and temporary fencing delivered on time—while simplifying communication, reducing errors, and eliminating scheduling headaches.

Operations · Marketing & Sales

An integrated CRM, project management, and financial analytics system for legal and tax advisory firm.

Operations · Finance +3

The ultimate CRM for corporate event planners, streamlining task management, client relations, vendor coordination, budget tracking, and event timelines for seamless event execution.

Operations · Marketing & Sales +1

MODELO DE CRM PARA CADASTRO DE LOTE, CLIENTES, E DEMAIS.

Marketing & Sales

NENDRA: A comprehensive and secure CRM SaaS platform designed for businesses in Angola, simplifying client management, sales funnels, operations, and invoicing.

Marketing & Sales · Operations +1

A real-time chat application for seamless team collaboration and communication.

Finance · Operations +1

A fully functional, market‑ready personal CRM designed to organize your contacts, businesses, and conversations in one clean, structured system. Manage relationships, track interactions, and run your workflow with a scalable workspace you can publish, customize, or monetize immediately.

Marketing & Sales · Operations

I spent two months building this template. Save yourself the time and cost of credits to get an app to this point and go crazy from here. A great launching pad for automating sales processes end-to-end - including enriching prospects, automating outreach, supporting campaigns, and offering real-time deal guidance, etc. Has integrations to Salesforce, HubSpot, Slack, Outlook, etc. already built-in. Plus pre-made AI Agents and an AI Agent Marketplace. My ceiling is your floor. Good luck!

Marketing & Sales · Operations +1

Goto Believe sales report and expense data app

Operations · Finance +2

A comprehensive tool for Fincap Investment Company Limited salespersons and inventory managers to track sales, manage stock, and analyze performance in real-time.

Finance · Operations +1

This template is designed for sales-driven businesses offering services in marketing, consulting, and the creative industries. It combines a clear structure with conversion-focused layouts to help you turn visitors into leads and customers. The design supports strong positioning, service presentation, case studies, and calls to action, making it ideal for agencies, consultants, and creative studios that want to present their offer professionally and grow through performance-oriented digital communication. Built for clarity, speed, and scalability, the template helps you showcase your expertise, build trust, and drive measurable business results.

Marketing & Sales · Operations +1

Create a management system for a company based on the model business generation canvas; create nine building blocks that are the main system components. Create one building block for the customer segment, create one building block for customer relationship manager, create one building block for the channels, create one building block for the key activities, create one building block for key partners, create one building block for value proposition, create one building block for cost structure and infrastructure management, create one building block for revenue stream with products and catalog.

Operations · Marketing & Sales +6

CRM para empresas de transporte de carga en Colombia, optimiza la gestión de flotas, conductores y cargas, integrándose con WhatsApp para comunicación masiva.

Operations · Data & Analytics +4

A powerful and compact CRM designed for seamless synchronization across all your devices and modules, built with a robust internal database for efficient data management.

Marketing & Sales · Operations +3

A powerful and compact CRM designed for seamless synchronization across all your devices and modules, built with a robust internal database for efficient data management.

Marketing & Sales · Operations +3

Een compleet, op maat gemaakt CRM-systeem voor KH Installaties Consult, dat klantbeheer, offertes, projecten en planning stroomlijnt met een dubbele pijplijn architectuur en mobiele ondersteuning voor monteurs.

Marketing & Sales · Content Generation +8

A public calculator to demonstrate how improved sales performance at each stage of the consultative sales process directly increases the conversion rate.

Marketing & Sales · Data & Analytics

O CRM inteligente da Clínica Lócus para otimizar a gestão comercial, desde o primeiro contato até o fechamento do plano.

Marketing & Sales · Operations

A modern CRM designed for high-ticket sales teams, offering lead pipeline management, contact profiling, task automation, and performance analytics to drive closing success.

Marketing & Sales · Operations +1

Transforma tus PDFs de clientes en una base de datos CRM inteligente para impulsar tus ventas y optimizar el seguimiento comercial.

Marketing & Sales · Operations +1

The AI Operations & Growth Command Center for Small Businesses, Agencies & Creators. Streamline your leads, content, and tasks with automated workflows and AI-powered insights. OpsPilot is an AI-powered operations and growth command center. It includes a Dashboard, Pipeline (CRM), Tasks, Content Hub, Automations, AI Agents, and Reports. Key features include lead and task management, content planning, automated workflows with Google Workspace and Slack integrations, and specialized AI agents for sales, operations, content, and reporting, including Google Slides generation. OpsPilot is a robust AI-powered operations and growth command center with several key features: 1. Dashboard Current Completion: Overview of key metrics, activities, and pipeline status. Shows general performance at a glance. Further Improvements: Customizable widgets, drill-down analytics, integration with more data sources (e.g., ad spend, website traffic). 2. Pipeline (CRM) Current Completion: Lead management with various stages (new, contacted, qualified, proposal, negotiation, won, lost). Supports lead creation, editing, and drag-and-drop movement between stages. Triggers automations upon status changes (e.g., "won"). Further Improvements: Comprehensive contact profiles, communication logging, deal forecasting, integration with email marketing platforms. 3. Tasks Current Completion: Task creation, assignment, status tracking (backlog, todo, in_progress, review, done), priority setting, and due dates. Supports drag-and-drop for status updates and logs activity when tasks are completed. Further Improvements: Sub-tasks, recurring tasks, project management features, team collaboration, Gantt charts. 4. Content Hub Current Completion: Management of content posts (title, content, platform, status, scheduled date, engagement metrics, media URLs). Further Improvements: Content calendar view, direct social media publishing integration, SEO analysis, content performance tracking. 5. Automations Current Completion: Trigger-based workflows for events like lead status changes, deal won/lost, task completion, and new leads. Actions include creating Google Docs, folders, calendar events, sending Slack messages, creating Google Slides, and AI generation. Further Improvements: More diverse triggers and actions, conditional logic (if/then statements), custom scripting capabilities, integration with more third-party services. 6. AI Agents Current Completion: Specialized agents for Sales, Operations, Content, and Reports. The Report Agent can generate Google Slides presentations from report content. Further Improvements: More intelligent and autonomous agents, ability to create custom AI agents, integration with advanced large language models for more nuanced tasks, proactive suggestions. 7. Reports Current Completion: AI-generated business reports based on current metrics and lead data. Integrated with Google Slides for presentation generation. Stores reports and their associated slide URLs. Further Improvements: Customizable report templates, scheduled report generation and delivery, interactive dashboards, advanced visualization options. Underlying Technologies & Integrations: Frontend: React, Tailwind CSS, shadcn/ui. Backend: Base44 platform with a backend-as-a-service, entities for data storage. Integrations: Google Calendar, Google Drive, Google Docs, Google Sheets, Google Slides, Slack. Support at MellisTech.com

Operations · Marketing & Sales +1

A comprehensive CRM designed for healthcare providers, streamlining patient management, ensuring compliance, and enhancing patient care.

Operations · Data & Analytics +1