Form new strategic partnerships and deepen relationships with existing partners with this adaptable non-traditional CRM. Typical CRMs are too rigid to capture the nuances of different, complex partnerships. This flexible relationship management template is perfect for non-traditional sales teams,...

What was that reporter's name again? Who did they work for? Don't be caught off-guard with questions like these! Keep all your journo and media contacts in one convenient place.

Manage your fundraising with maximum efficiency with this template. Your team can pool your collective address books, identify the funds you want to target, build out profiles for the VC firms and investors, and pinpoint potential introduction. Take it a step further by tracking every interaction...

Deepen your current relationships and expand your network with this Personal CRM template. Keep track of friends, family, coworkers, mentors, service professionals, and anyone else who matters in your daily life. Typical CRMs are too rigid or too expensive, and relationships fall by the wayside...

Most CRM products make a few too many assumptions about how a CRM should work for you. We don't pretend to understand your business better than you do. Get this lightweight CRM up and running in a matter of minutes and customize it to fit your unique needs today. ​ This template is perfect for...

Inspired by Steve Blank, this customer development CRM is a single source of truth for managing customer discovery conversations. ​ Use this customer development CRM to keep track of all your potential customers, manage customer discovery conversations, extract and categorize useful nuggets...

Kickstart your sales process with our simple CRM template. ​ Track sales activity, optimize workflows, and close more deals—faster. Whether you're managing leads, onboarding new clients, or improving project management, this fully customizable template adapts to how your team works best. ​...

This simple sales CRM is a lightweight version of our full CRM template. This version includes only interfaces relevant to sales, and excludes marketing, customer success, and exec leadership interfaces. If you would like to use the full CRM, you can either download the template directly or...