Opinionated CRM App Template
13 ClonesBy Toki Platform
Most CRMs give you a blank canvas and tell you to figure it out. This one has opinions.
Opinionated CRM comes pre-loaded with a 7-stage B2B sales pipeline, pre-written email and call playbooks for every stage, and a dashboard that shows you exactly where your pipeline is healthy and where it's stuck.
What's included:
- 7-stage pipeline: New Lead → First Contact → Discovery → Proposal → Negotiation → Closed Won/Lost
- Pre-written playbooks for 4 pipeline stages — Day-by-day action scripts (email templates, call guides, LinkedIn messages)
- Stuck-deal alerts — flags any deal that hasn't moved in 7+ days
- Activity log — track every email, call, and meeting across all deals
- Pipeline dashboard — total value by stage, win rate, average deal size, deals closing this week
- Demo data included — 8 deals, 6 contacts, 10 activity log entries
Perfect for: solopreneurs, consultants, freelancers, and small B2B sales teams who want a real system without paying for Salesforce.
Productivity