Base CRM
Customer Success
Manage your sales and customer relationships with Base CRM
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What is Base CRM Template?
The Lark Base CRM template is a comprehensive tool designed to manage your customer relationships and sales processes. It provides a sales dashboard that gives you an overview of your active deals, forecasted revenue, and the average value of won deals. It also includes a deal status distribution chart, a monthly actual revenue chart, and a pipeline conversion rate chart. The template also allows you to set automation for various tasks and filter your data as needed. It's a full-screen, shareable dashboard that provides a clear and concise view of your sales performance.
Who is this Base CRM Template for?
This template is perfect for sales teams, customer success managers, and business owners who want to keep track of their sales and customer relationships. It's also ideal for:
- Sales Managers: They can use this template to monitor the performance of their team, track deal status, and forecast revenue.
- Customer Success Managers: They can use this template to keep track of customer interactions, manage customer relationships, and ensure customer satisfaction.
- Business Owners: They can use this template to get a high-level view of their sales performance, track revenue, and make informed business decisions.
Why use this Base CRM Template?
Using the Lark Base CRM template offers several benefits:
- Comprehensive Overview: The template provides a comprehensive overview of your sales performance, including active deals, forecasted revenue, and average value of won deals.
- Track Deal Status: The deal status distribution chart allows you to track the status of your deals at a glance.
- Monitor Revenue: The monthly actual revenue chart helps you monitor your revenue and make necessary adjustments to your sales strategies.
- Improve Conversion Rates: The pipeline conversion rate chart allows you to track your conversion rates and identify areas for improvement.
- Automation: The template allows you to set automation for various tasks, saving you time and effort.
- Customizable: The template is fully customizable, allowing you to tailor it to your specific needs.
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