Free Sales & CRM Templates | Templates Library

Sales & CRM templates

Supercharge your sales team with customizable CRM templates featuring live dashboards, automation, & AI. From managing leads to tracking pipelines, centralize your entire sales process on one platform.

CRM

Track leads, deals, quotes and more for greater pipeline visibility.

CRM

Track leads, deals, quotes and more for greater pipeline visibility.

CRM

Track leads, deals, quotes and more for greater pipeline visibility.

Basic CRM

Manage your customer relationships and sales opportunities effectively

Basic CRM

Manage your customer relationships and sales opportunities effectively

Basic CRM

Manage your customer relationships and sales opportunities effectively

Customer Relationship Management

Manage your customer relationships effectively

Customer Relationship Management

Manage your customer relationships effectively

Customer Relationship Management

Manage your customer relationships effectively

E-commerce Inventory and Sales Management

Manage your e-commerce inventory and sales effectively

E-commerce Inventory and Sales Management

Manage your e-commerce inventory and sales effectively

E-commerce Inventory and Sales Management

Manage your e-commerce inventory and sales effectively

Sales & CRM

Manage your sales and customer relationships effectively.

Sales & CRM

Manage your sales and customer relationships effectively.

Sales & CRM

Manage your sales and customer relationships effectively.

Daily Sales Report

Track and analyze daily sales performance across multiple locations

Daily Sales Report

Track and analyze daily sales performance across multiple locations

Daily Sales Report

Track and analyze daily sales performance across multiple locations

Client Relationship Management

Manage your client relationships effectively and efficiently

Client Relationship Management

Manage your client relationships effectively and efficiently

Client Relationship Management

Manage your client relationships effectively and efficiently

Contract Management

Manage your contracts efficiently and effectively

Contract Management

Manage your contracts efficiently and effectively

Contract Management

Manage your contracts efficiently and effectively

Manufacturing - Sales Order Management

Manage your sales orders effectively and efficiently

Manufacturing - Sales Order Management

Manage your sales orders effectively and efficiently

Manufacturing - Sales Order Management

Manage your sales orders effectively and efficiently

Sales Management System

Streamline your sales process with the Sales Management System

Sales Management System

Streamline your sales process with the Sales Management System

Sales Management System

Streamline your sales process with the Sales Management System

Procurement, Sales, and Inventory System for Chain Stores

Streamline procurement, sales, and inventory management for chain stores

Procurement, Sales, and Inventory System for Chain Stores

Streamline procurement, sales, and inventory management for chain stores

Procurement, Sales, and Inventory System for Chain Stores

Streamline procurement, sales, and inventory management for chain stores

Store Sales Management (Dashboard)

Manage your store sales effectively with a comprehensive dashboard

Store Sales Management (Dashboard)

Manage your store sales effectively with a comprehensive dashboard

Store Sales Management (Dashboard)

Manage your store sales effectively with a comprehensive dashboard

DeepSeek-Powered Lark Base - Sales Visit Record Quality Inspection

Track and analyze your sales visits with Deepseek-powered Lark Base

DeepSeek-Powered Lark Base - Sales Visit Record Quality Inspection

Track and analyze your sales visits with Deepseek-powered Lark Base

DeepSeek-Powered Lark Base - Sales Visit Record Quality Inspection

Track and analyze your sales visits with Deepseek-powered Lark Base

Lark Base AI - SDR Assistant

Streamline your sales process with Lark Base AI

Lark Base AI - SDR Assistant

Streamline your sales process with Lark Base AI

Lark Base AI - SDR Assistant

Streamline your sales process with Lark Base AI

Daily Sales Forecast Report

Track and analyze your daily sales with precision

Daily Sales Forecast Report

Track and analyze your daily sales with precision

Daily Sales Forecast Report

Track and analyze your daily sales with precision

Sales CRM - Professional Edition

Empower your sales team with Lark's Sales CRM Professional Edition

Sales CRM - Professional Edition

Empower your sales team with Lark's Sales CRM Professional Edition

Sales CRM - Professional Edition

Empower your sales team with Lark's Sales CRM Professional Edition

National Sales Data Dashboard

Track and analyze your national sales data in one place

National Sales Data Dashboard

Track and analyze your national sales data in one place

National Sales Data Dashboard

Track and analyze your national sales data in one place

Base CRM

Manage your sales and customer relationships with Base CRM

Base CRM

Manage your sales and customer relationships with Base CRM

Base CRM

Manage your sales and customer relationships with Base CRM

Customer Review Analysis

Classify reviews and analyze sentiments with the power of AI.

Customer Review Analysis

Classify reviews and analyze sentiments with the power of AI.

Customer Review Analysis

Classify reviews and analyze sentiments with the power of AI.

Light CRM System

Streamline your customer management with a light CRM system

Light CRM System

Streamline your customer management with a light CRM system

Light CRM System

Streamline your customer management with a light CRM system

Customer & Contract Management

Manage your customers effectively and efficiently

Customer & Contract Management

Manage your customers effectively and efficiently

Customer & Contract Management

Manage your customers effectively and efficiently

Sales Tracker - Lead Analysis and Follow-up

Track, analyze, and follow-up on your sales leads effectively

Sales Tracker - Lead Analysis and Follow-up

Track, analyze, and follow-up on your sales leads effectively

Sales Tracker - Lead Analysis and Follow-up

Track, analyze, and follow-up on your sales leads effectively

Sales Lead Management

Manage your sales leads effectively and efficiently

Sales Lead Management

Manage your sales leads effectively and efficiently

Sales Lead Management

Manage your sales leads effectively and efficiently

Order Form

Streamline your sales process with an organized order form

Order Form

Streamline your sales process with an organized order form

Order Form

Streamline your sales process with an organized order form

Customer Satisfaction Form and Analysis

Streamline your customer feedback process with a comprehensive form and analysis tool

Customer Satisfaction Form and Analysis

Streamline your customer feedback process with a comprehensive form and analysis tool

Customer Satisfaction Form and Analysis

Streamline your customer feedback process with a comprehensive form and analysis tool

Customer Service Survey

Collect and analyze customer service feedback effectively

Customer Service Survey

Collect and analyze customer service feedback effectively

Customer Service Survey

Collect and analyze customer service feedback effectively

Basic CRM

Manage your customer relationships effectively with Basic CRM

Basic CRM

Manage your customer relationships effectively with Basic CRM

Basic CRM

Manage your customer relationships effectively with Basic CRM

Expo Lead Collection

Efficiently collect and manage leads from expos

Expo Lead Collection

Efficiently collect and manage leads from expos

Expo Lead Collection

Efficiently collect and manage leads from expos

Satisfaction Survey Copy (Dashboard)

Gather and analyze customer satisfaction data with ease

Satisfaction Survey Copy (Dashboard)

Gather and analyze customer satisfaction data with ease

Satisfaction Survey Copy (Dashboard)

Gather and analyze customer satisfaction data with ease

User Feedback AI Analysis

Analyze and understand user feedback with AI

User Feedback AI Analysis

Analyze and understand user feedback with AI

User Feedback AI Analysis

Analyze and understand user feedback with AI

Customer Management

Manage your customers effectively with a comprehensive overview

Customer Management

Manage your customers effectively with a comprehensive overview

Customer Management

Manage your customers effectively with a comprehensive overview

Daily Sales Amount Summary

Track and analyze your daily sales amount with ease

Daily Sales Amount Summary

Track and analyze your daily sales amount with ease

Daily Sales Amount Summary

Track and analyze your daily sales amount with ease

Client Relations

Manage your client relations and track their progress

Client Relations

Manage your client relations and track their progress

Client Relations

Manage your client relations and track their progress

Membership Management

Efficiently manage your VIP members and their interests

Membership Management

Efficiently manage your VIP members and their interests

Membership Management

Efficiently manage your VIP members and their interests

User Feedback Collection

Efficiently collect and manage user feedback

User Feedback Collection

Efficiently collect and manage user feedback

User Feedback Collection

Efficiently collect and manage user feedback

Order Processing and Confirmation

Organize your wholesale orders and send order confirmations to your clients automatically.

Order Processing and Confirmation

Organize your wholesale orders and send order confirmations to your clients automatically.

Order Processing and Confirmation

Organize your wholesale orders and send order confirmations to your clients automatically.

Product Quotation

Create professional product quotations with ease

Product Quotation

Create professional product quotations with ease

Product Quotation

Create professional product quotations with ease

Client Success

Track client renewals, updates, and feedback in one place

Client Success

Track client renewals, updates, and feedback in one place

Client Success

Track client renewals, updates, and feedback in one place

Client Visit Tracking Report

Efficiently track and manage client visits for your sales team

Client Visit Tracking Report

Efficiently track and manage client visits for your sales team

Client Visit Tracking Report

Efficiently track and manage client visits for your sales team

Sales Daily Report

Track daily sales performance across multiple departments

Sales Daily Report

Track daily sales performance across multiple departments

Sales Daily Report

Track daily sales performance across multiple departments

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Sales & CRM templates

CRM

Track leads, deals, quotes and more for greater pipeline visibility.

CRM

Track leads, deals, quotes and more for greater pipeline visibility.

CRM

Track leads, deals, quotes and more for greater pipeline visibility.

Basic CRM

Manage your customer relationships and sales opportunities effectively

Basic CRM

Manage your customer relationships and sales opportunities effectively

Basic CRM

Manage your customer relationships and sales opportunities effectively

Customer Relationship Management

Manage your customer relationships effectively

Customer Relationship Management

Manage your customer relationships effectively

Customer Relationship Management

Manage your customer relationships effectively

E-commerce Inventory and Sales Management

Manage your e-commerce inventory and sales effectively

E-commerce Inventory and Sales Management

Manage your e-commerce inventory and sales effectively

E-commerce Inventory and Sales Management

Manage your e-commerce inventory and sales effectively

Sales & CRM

Manage your sales and customer relationships effectively.

Sales & CRM

Manage your sales and customer relationships effectively.

Sales & CRM

Manage your sales and customer relationships effectively.

Daily Sales Report

Track and analyze daily sales performance across multiple locations

Daily Sales Report

Track and analyze daily sales performance across multiple locations

Daily Sales Report

Track and analyze daily sales performance across multiple locations

Client Relationship Management

Manage your client relationships effectively and efficiently

Client Relationship Management

Manage your client relationships effectively and efficiently

Client Relationship Management

Manage your client relationships effectively and efficiently

Contract Management

Manage your contracts efficiently and effectively

Contract Management

Manage your contracts efficiently and effectively

Contract Management

Manage your contracts efficiently and effectively

Manufacturing - Sales Order Management

Manage your sales orders effectively and efficiently

Manufacturing - Sales Order Management

Manage your sales orders effectively and efficiently

Manufacturing - Sales Order Management

Manage your sales orders effectively and efficiently

Sales Management System

Streamline your sales process with the Sales Management System

Sales Management System

Streamline your sales process with the Sales Management System

Sales Management System

Streamline your sales process with the Sales Management System

Procurement, Sales, and Inventory System for Chain Stores

Streamline procurement, sales, and inventory management for chain stores

Procurement, Sales, and Inventory System for Chain Stores

Streamline procurement, sales, and inventory management for chain stores

Procurement, Sales, and Inventory System for Chain Stores

Streamline procurement, sales, and inventory management for chain stores

Store Sales Management (Dashboard)

Manage your store sales effectively with a comprehensive dashboard

Store Sales Management (Dashboard)

Manage your store sales effectively with a comprehensive dashboard

Store Sales Management (Dashboard)

Manage your store sales effectively with a comprehensive dashboard

DeepSeek-Powered Lark Base - Sales Visit Record Quality Inspection

Track and analyze your sales visits with Deepseek-powered Lark Base

DeepSeek-Powered Lark Base - Sales Visit Record Quality Inspection

Track and analyze your sales visits with Deepseek-powered Lark Base

DeepSeek-Powered Lark Base - Sales Visit Record Quality Inspection

Track and analyze your sales visits with Deepseek-powered Lark Base