Marketing & Sales Automation

Build efficient sales and marketing tools with our customizable templates. They are ideal for automating your own business's growth or for developing custom CRM and pipeline solutions for clients.

ElevateCRM template preview

ElevateCRM

Free

ElevateCRM ElevateCRM is a modern AI-powered customer relationship platform built to help teams manage leads, close deals, organize customer communication, and grow revenue from one connected workspace. Its intelligent daily brief, advanced sales calendar, visual pipelines, automated follow-ups, and built-in AI agents keep important opportunities moving while reducing repetitive administrative work. From the first lead to onboarding, support, renewal, and expansion, ElevateCRM gives businesses a complete view of every customer relationship. Main Features AI-powered daily priorities, insights, and next-step recommendations Contact, company, lead, and customer account management Customizable visual sales pipelines and deal workspaces Advanced CRM calendar with meeting preparation and follow-up tracking Shared inbox, communication history, and AI-assisted replies Sales sequences and automated outreach workflows Tasks, scheduling, reminders, and team workload planning Customer onboarding, health scoring, renewals, and expansion tracking Support tickets, knowledge base, and customer portal Products, quotes, proposals, contracts, invoices, and payments Reports, forecasting, revenue analytics, and customizable dashboards Visual automation builder and configurable AI agents Custom fields, objects, permissions, integrations, and team roles Responsive light, dark, and evening themes Launch Center for safely removing sample data and preparing the workspace for real use

Lucas Swanner1 clones

Marketing & Sales · Operations +1

Customer Review and Testimonial Engine template preview

Customer Review and Testimonial Engine

Free

Happy customers exist. The problem is most businesses have no system for asking, collecting, and turning what those customers say into usable marketing content. Reviews get buried. Testimonials never get written. Customer Review & Testimonial Engine builds the pipeline from request to published proof. Send review requests through email, SMS, or a shareable in-person link. Track who responded. The AI transforms raw feedback into polished, quote-ready testimonials — tagged by service and outcome, with a featured flag for your best ones. What's included: 3-channel review requests — Email, SMS, and In-Person Link with customizable templates per scenario Request pipeline — track every request from Draft → Sent → Opened → Responded AI testimonial enhancer — turns rough feedback into compelling copy while preserving the customer's voice Testimonial library — filterable by rating, service, source, and featured status Source tracking — Email, SMS, In-Person Link, Google, or Manual entry Featured flag — pin your best social proof for quick access Tags for organizing by service, outcome, or channel Demo data included — 6 review requests across all 3 channels, 4 testimonials with real star ratings (note: demo themed around home services, fully customizable) Perfect for: service businesses, agencies, coaches, SaaS founders, and any business owner who wants to stop letting good customer feedback go to waste.

Toki Platform1 clones

Marketing & Sales · Operations +1

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