Free CRM

Overview

Manage your customer relationships in one place.
This ready-to-use CRM template helps your team track contacts, manage deals, and monitor every interaction with your clients - all within a single, customizable internal app.

Key Features

Contact Directory

Keep all your contacts organized and accessible. Search and filter by name, company, or status. Add new contacts, update existing ones, and tag them with categories such as “partner,” “technical,” or “decision-maker” for easier segmentation.

Company & Deal Management

Track every opportunity from first contact to closed deal. Use the Deals Pipeline view to monitor progress across stages - New, Qualified, Negotiating, Closed Won, and Closed Lost. Quickly spot high-priority deals, see total pipeline value, and manage expected close dates.

Activity Timeline

Get a full picture of your customer interactions. Log calls, meetings, emails, and notes directly under each contact or deal. View the complete activity history to keep your sales team aligned and informed.

Statuses & Tags

Classify your contacts and deals with customizable statuses (active, inactive) and tags (VIP, enterprise, cloud, marketing). Create your own logic for segmentation and automate updates via integrations or workflows.

Customizable Dashboard

Adapt the CRM to your team’s process - modify deal stages, add custom fields like deal value or priority, and integrate with your existing database or APIs.

Built with UI Bakery

Easily connect your CRM to your company’s data sources - Google Sheets, PostgreSQL, Airtable, REST API, or HubSpot - and automate workflows without writing code.

Use Cases

• Internal CRM for sales or account management teams
• Partner and vendor relationship tracking
• Customer success follow-ups and retention monitoring
• Centralized deal pipeline for startups and small businesses

Start building your own CRM

Use this Free CRM template as a foundation to build a fully custom sales management system tailored to your workflow - all with UI Bakery’s low-code builder.

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