Kizen Sales CRM Templates
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Qualification Activity
Write and save your notes from qualifying calls with prospects.
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Call Notes Activity
Log your outreach to prospects and save your notes all in one place.
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B2B Invoices
Seamlessly create invoices with no disparaging data loss.
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B2B Onboarding Workflow
Streamline the customer onboarding workflow to grow accounts.
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B2B Sales Pipeline
Build a robust sales pipeline with all MEDPICC Qualifications required.
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B2B Accounts
Create an extensive account base around current SaaS needs.
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New Lead Form
Collect new web leads using Kizen’s embedded form.
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Sales Action Items/List
Create action item lists & manage status from “in progress” to “complete.”
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Simple B2B Sales CRM
Manage and track your B2B sales pipeline. Manage leads, activities and more.
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Sales Pipeline Tracking
View all your deals at every stage. Track, analyze & prioritize leads.