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Kizen Sales CRM Templates

Qualification Activity

Write and save your notes from qualifying calls with prospects.

Call Notes Activity

Log your outreach to prospects and save your notes all in one place.

B2B Invoices

Seamlessly create invoices with no disparaging data loss.

B2B Onboarding Workflow

Streamline the customer onboarding workflow to grow accounts.

B2B Sales Pipeline

Build a robust sales pipeline with all MEDPICC Qualifications required.

B2B Accounts

Create an extensive account base around current SaaS needs.

New Lead Form

Collect new web leads using Kizen’s embedded form.

Sales Action Items/List

Create action item lists & manage status from “in progress” to “complete.”

Simple B2B Sales CRM

Manage and track your B2B sales pipeline. Manage leads, activities and more.

Sales Pipeline Tracking

View all your deals at every stage. Track, analyze & prioritize leads.

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