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Simple B2B Sales CRM

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What's Inside: Lead Source Routing, Customizable Sales Process, Activity Reminders

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Easily manage your entire sales process using the Simple B2B Sales CRM template. Track sales deals on the customizable sales pipeline, automations are setup for lead routing by territory and activity scheduling, use the companies and contacts objects to track each stakeholder in the sales process.

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This template is best for:
  • Sales
  • Products

    • Kizen Sales CRM
    • Kizen Operations Cloud
    • Kizen Marketing AutomationBeta
    • Kizen Data Platform
  • Company

    • About Us
    • Our Values
    • Our Impact
    • Leadership
    • Careers
  • Success Stories

    • Healthcare
    • Manufacturing
    • Logistics
    • Real Estate
    • Fintech
    • Education
  • Resources

    • Newsroom
    • Integrations
    • Partner with Us
    • Find a Certified Partner
    • Knowledge Base
    • Contact
    • Security
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