Template Category: Marketing

Why Choose TableFlowCRM?

TableFlowCRM is a revolutionary No-Code CRM platform designed to empower businesses of all sizes. With unlimited users, zero onboarding costs, and a lifetime subscription, it’s the ultimate solution for your customer relationship management needs. Here’s what sets TableFlowCRM apart:

Key Features:

• No-Code Flexibility: Intuitive and highly customizable, TableFlowCRM allows you to tailor the platform to fit your unique business requirements—all without writing a single line of code.
• Custom Reporting: Gain actionable insights with reports that you can customize to meet your business goals.
• Custom Deals and Sales Pipeline: Streamline your sales processes with deal management tools tailored to your workflow.
• Marketing Automation: Automate your marketing campaigns to nurture leads and engage customers effortlessly.
• Custom Third-Party Integrations: Seamlessly integrate TableFlow CRM with your existing tools and systems to ensure a unified workflow.

Default Modules in TableFlowCRM

Masters:

• Countries: Manage location-based data with ease.
• Settings: Customize lead sources, industries, currencies, and deal lost reasons to match your business structure.
• Products or Services: Maintain a detailed catalog of your offerings.
• Task Types: Organize and categorize tasks for efficient management.

Core CRM Modules:

• Leads:
  • Centralized entry point for all inquiries with comprehensive details.
  • Convert leads into contacts seamlessly.
• Contacts:
  • Nurture relationships by managing all lead-converted contacts effectively.
• Deals:
  • Turn potential leads into deals and track them through a customizable sales pipeline.
• Companies:
  • Maintain an organized database of your business accounts.
• Tasks:
  • Manage daily sales activities with streamlined task assignments and tracking.
• Meetings:
  • Enable sales team members to log arranged meetings, ensuring proper follow-ups.
• Call Logs:
  • Track sales call activities to monitor and improve performance.
• Reports:
  • Generate insightful reports to measure performance and make informed decisions.
• Dashboards:
  • My Dashboard: A personalized overview of CRM metrics, customizable to your preferences.
  • My Tasks: A tailored task view for sales teams to stay organized and focused.