Free and Simplified CRM for Sales Teams
A public project on Taskade, the AI workspace where projects, AI agents, and automations work together. Anyone with the link can view it, switch between list, board, table, mind map, and other views, and copy it into their own workspace.
Last updated .
Inside Free and Simplified CRM for Sales Teams
- 🏆 Paid Premium Features | ❤️Free Features | 🕺User stories | ✍🏽 Definition of function | 📎Common features
- Features
- Common Features📎
- Role selection
- Login with social media, phone, or email
- Team affiliation
- Browsing a catalog of services or products
- Sale confirmation with proof of payment
- Shopping cart creation and payment gateway
- Invoice creation
- Quote creation
- Send product to customer
- Send list of products to customer
- Common Administrator Roles 📎
- Team creation
- Team management
- Subscription to paid CRM, marketing, and business intelligence services.
- Definition of services
- Approval of payments confirmed with proof of payment
- Sending NPS surveys to customers
- Creation of scripts for customer service
- User Stories 🕺
- As a user, I want to ________, in order to _________.
- As a Salesperson 🕺
- and more