CRM templates
Choose a working CRM app template, customize the pipeline, fields and permissions with AI, and get your team using it without building from scratch.
Templates
CRM templates that fit your sales process
Keep track of who you’re talking to, what they need, and what comes next. Browse CRM templates for organizing contacts, managing leads, and following deals from the first inquiry through to the sale. Choose a starting point that suits your business, whether you manage customer relationships yourself or work with a sales team.
Your CRM should reflect how you sell. Use Base44’s app development platform to customize contact fields, adjust pipeline stages, and create views for the work that needs attention. Add space for call notes, track who owns each deal, or bring upcoming follow-ups into focus by describing what you need.
Frequently asked questions
Most teams need the same core pieces, whatever the industry:
- Contact records — people and companies, with history attached to each.
- A deal pipeline — named stages that reflect how you actually sell, not a generic set.
- Activity logging — calls, emails and meetings recorded against the right contact.
- Tasks and reminders — so follow-ups happen without someone remembering them.
- Reporting — deal value by stage, conversion rate, what's gone quiet.
- Permissions — who can see and change whose accounts.
If you're not sure how deep to go, look at what a sales team tracks day to day and cut anything you wouldn't fill in. Because these templates are editable by description, starting lean costs you nothing — you add the field when you miss it.
Pick on how you sell, not on how the screenshot looks:
- Pipeline shape — does the stage list match your actual process, or would you be renaming every stage?
- Deal size and volume — a template built for a handful of large accounts works differently from one built for high-volume, low-value deals.
- Who's using it — a solo founder needs speed; a team of eight needs permissions and ownership rules.
- What triggers work — check whether follow-ups and hand-offs can fire automatically.
- Reporting — make sure the numbers your manager asks for are already there.
Clone two and put a week of real deals through each. The one you stop resenting is the right one. If neither quite fits, Workflows let you add the automatic follow-ups and stage hand-offs that usually decide it — or skip templates entirely and describe the system you want to the CRM app builder.
Go ahead. Build it yourself.
