CRM with Dashboard Template
Made by Darren Humphries
Made by Darren Humphries
Customize your sales process with the CRM with Dashboard template—manage contacts, track opportunities, and control visibility to display only what your team needs.
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What is the CRM with Dashboard Template?
This CRM with Dashboard template is a great starting point for customizing a CRM tailored to your sales team.
- Includes a dashboard for a clear overview of your data.
- Manage companies and contacts efficiently.
- Track opportunities and activities in one place.
- Use Visibility Conditions to show or hide components and tabs based on user needs.
Give this template a try and see how it can support your sales team.
Why you should use the CRM with Dashboard Template with Glide
A CRM with Dashboard built on Glide is the perfect foundation for your sales team to manage customer relationships efficiently. This template comes with a customizable dashboard, company and contact management, opportunities tracking, and activity logs.
- Glide connects to your existing data, from Google Sheets to SQL databases, enabling you to create interfaces on top of your data without the hassle of migration.
- Integrated Data & Layout Builder: Fluidly switch between the Data Editor — a familiar spreadsheet-like interface where you can manipulate your business data — and the Layout Editor — where you can design your app’s interface, speeding up development.
- Glide Actions: Create workflows that allow users to efficiently complete tasks and interact with third-party apps.
Start using the CRM with Dashboard template now and give your sales team a powerful way to stay organized and focused.
Who should use the CRM with Dashboard Template
Sales Director
For a Sales Director, this template provides a clear overview of your sales pipeline and helps you effectively manage your team's activities.
- Visualize your entire sales funnel at a glance, tracking each opportunity and deal stage
- Gain insights into your team's performance through customizable reports and dashboards
- Streamline communication and collaboration with your sales reps through integrated messaging
Sales Manager
As a sales manager, this CRM with Dashboard template provides you with a comprehensive solution to effectively manage your sales team's activities and performance.
- Gain visibility into your team's pipeline with the Opportunities component, allowing you to track deals and forecast revenue accurately.
- Stay on top of your team's tasks and commitments with the Activities component, ensuring timely follow-ups and efficient collaboration.
- Customize the dashboard to display key metrics and insights relevant to your team's goals, enabling data-driven decision-making.
Maker
Made by Darren Humphries
Data Sources
Resources
How the template works
1
Click 'Get template'
This will copy the template into your Glide account. If you don't have an account, you will be prompted to create one for free.
2
Customize your template
You can now import your data, add features, screens, and integrations, and adjust the settings and appearance of your app.
3
Publish your app
Once you've customized the template to your needs, you can one-click publish the app and begin inviting users immediately.
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