CRM

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Overview

Welcome to the CRM Template from Scaling Process.

This template is designed to streamline your customer relationship management by providing a comprehensive tool for managing leads, sales pipelines, and user permissions.

Whether you're a small business or an expanding enterprise, this template will help you organize and optimize your sales process.

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Key Features

Leads Management

Keep track of all your leads, including their related contacts and opportunities.

Pipeline Management

Manage multiple sales pipelines with custom statuses for each sales funnel.

User Management

Invite team members, assign roles, and manage permissions within your CRM.

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Pages Overview

/auth

This page is dedicated to user authentication, where users can sign in, sign up, or reset their password. The simple and secure interface ensures that your users have seamless access to the CRM.

Opportunities

This page is the heart of your sales process. It features a board view of your sales pipeline, where opportunities are grouped by their current status.

• Pipeline Management: View and manage multiple pipelines within your account.

• Custom Statuses: Customize the statuses of opportunities according to your business process.

• Drag-and-Drop Interface: Easily move opportunities between different stages of your pipeline.

Leads

The leads page provides a list of all potential clients, each containing detailed information about related contacts and opportunities.

• Leads List: View and manage all leads within your CRM.

• Related Contacts: Each lead can have multiple related contacts, making it easy to track the key people involved.

• Opportunities Association: Link opportunities directly to specific leads for better tracking and management.

Accounts

Here, the account owner can manage the team members who have access to the CRM, inviting new members and defining their permissions.

Settings

Profile

This page allows users to update their personal information and credentials.

Company

The account owner can manage the company’s brand identity on this page.

Funnels

Manage your sales funnels, including creating new funnels and customizing the steps within each one.

Services

This page allows you to define the services your company provides, which can then be linked to opportunities.

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User types

User

The platform user. It can use all the features available to final users.

Super Admin

Platform owner. This type of user doesn't have a dedicated portal but has privacy rules already set.

This template does not have an Admin Panel built-in. The admin profile will work once an admin panel is built. If you want some help building it, head to our website and talk with one of our Bubble specialists.

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Apply your branding

Before launching your template, you may want to apply your own brand and customize some page texts.

For that, you have to change the default "⚙️ appSettings" and "⚙️ appPage" objects in the database. and apply your own brand and colors.

Support

For further assistance, please check the How to set up our Bubble Templates guide.