This template makes setting up a CRM very easy. You can customize it to suit your needs.

Are you tracking your prospects in an Excel file? Or worse... in your head? A call, an email, a hastily scanned business card and you've got one more prospect.

But what next?

• Who needs a follow-up?
• Who's already had a demo?
• Who's qualified?
• Who's being forgotten?

Without the right tools, your follow-up is a blur. Your follow-ups are made with a wet finger. And your opportunities fall through the cracks.

A clear view of your pipeline

Whether you're an SME, agency or freelancer, this template lets you :

• Easily track the progress of each prospect
• Visualize your pipeline at a glance
• Organize your follow-ups without getting lost
• Keep a history of exchanges
• Collaborate with your team, without duplication or confusion

All in a simple, visual interface.

What's in this CRM template?

A ready-to-use template, which you can adapt to your needs.

Information included:

• Prospect name
• Pipeline status
• Lead source
• Responsible person
• Date added to CRM
• Last action date
• Email address
• Comments / History

Boards included:

• All prospects
• Kanban by status (pipeline view)
• Blocking analysis

Use it as is or adapt it to your method

Every company has its own vocabulary, its own steps, its own preferences. With Klaro Cards, you can :

• Add or remove steps from the pipeline
• Change labels
• Create views by team, by offer, by source

The world's easy-to-use CRM is here

Get started in 2 clicks. And tomorrow you'll know exactly where you stand.