Custom CRM

Easily manage leads, customers, and proposals

Customer Relationship Managers are critical for tracking the full lifecycle of your customers and optimizing each stage of that relationship.

Stop letting pre-built software dictate how you track your customers. Knack lets you build a custom CRM to track and manage your exact customer relationships - no more, no less.

This custom CRM template is one example of how managing customers through a relationship pipeline can work. It tracks the relationship from contact, to lead, to customer.

There are many options for expanding the functionality of a CRM, including tracking multiple contacts per company and multiple deals per contact.

Explore the following resources to help you build your own custom app:

Screenshots

Sales Reps manage leads through the entire sales pipeline, from Leads to Proposals to Won Customers. Each lead is tracked and updated, and pushed through the pipeline at each stage. Each CRM lead has tasks and meetings that are assigned to each sales rep and tracked in a calendar.

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Demo

  • Sales Reps have access to log their lead activity, classify value and priority, schedule follow-up tasks, and manage their sales pipeline.

  • Managers have access to track their sales team, assign leads and follow-up actions, and monitor lead status through the entire pipeline.

Why Use This App Type?

  • Flexibility to adapt to your specific use case - track only the deal and customer data relevant to your business.
  • Simplify operations by storing all lead and deal information in one place and ensuring each user has the reporting they need to do their job.
  • Power workflow with automated email reminders and notifications.
  • Protect your customer and company data using a secure Knack app.
  • Save time by building a flexible Knack app that allows you to use the same page for all sales reps, while still allowing each rep to only see their own deals.

Key Features

  • Define the custom lifecycle that your customers take, however they turn from contacts to customers.

  • Trigger notifications, approvals, and other actions as customers progress through the CRM pipeline.

  • Gain insights into your customer pipeline by tracking totals at each stage and conversion rates from stage to stage.

  • Optionally assign customers to your team and employees so they can login to manage those relationships.

About This App

Our demo apps are designed as a learning tool. You can get a sense for what types of apps are possible with Knack. Install apps to your own account to see how they are built. Then, build your own custom Knack app using our no-code Builder!

What's Next?