100% Customizable CRM Template
No need to build your own CRM. Use Corteza to customize, build on top of, next to or replace any part of our pre-built CRM template.
Small Business
25 Benutzer & 25 GB Speicherplatz
(Monatsabonnement 110 €)
Customizable CRM Template
Corteza comes with a fully customizable CRM template that you can adapt to your own specific needs using Corteza’s low-code features.
Build What You Want
Build on top of the CRM template to create finely tuned charts, lists, views, tasks, automations and dashboards that meet your exact business needs.
Customize As You Need
Corteza lets you customize out-of-the box CRM modules using simple drag-and-drop tools to create a fully bespoke CRM for for your organization.
Create Bespoke Automations
Use the pre-built CRM automations, or create your own workflows to suit your specific organizational needs and processes.
Best Salesforce Alternative
Get all the same features as the Salesforce CRM plus full control over your data at a fraction of what you pay for with Salesforce.
CRM Template Top Features
The Corteza CRM template comes with a host of customizable CRM features to help you streamline your sales processes.
Dashboards
Get a quick overview of vital information. Create dashboards to show what’s most important to you.
Contact Records
See your entire customer history in one place. Use insights to build lasting relationships.
Reports and Charts
View reports, graphs and metrics based on real-time data to help you make better decisions.
Sales Tools
Improve sales with conversion metrics, sales forecasting, personalized quotes, lead scoring and more.
Tasks and Calendars
Stay on top of tasks, calls, meetings and notes. Keep track of your calendar.
Workflows
Automate CRM processes such as ranking leads, assigning contacts, sending brochures and more.
CRM Template Features List
Review all the features that come pre-built with CRM template. Customize or add onto these as you need.
CRM Features
| Managing Leads
Lead Management Lead Assignment and Routing Lead Registration Rule-Based Lead Scoring Duplicate Blocking Web-to-Lead Capture Campaign Management Campaign Influence Email Templates Managing Customer and Sales Details Account and Contact Management Opportunity Management Customizable Sales Process Sales Teams Task Management Activity Feed Calendar | Sales Forecasting
Custom Opportunity Fields In Forecasting Opportunity Splits Configuring, Pricing, Quoting and Invoicing Contracts Orders Products and Price Books Quotes Real-Time Reporting Customizable Reports and Dashboards Advanced Reporting Collaboration Comments Files Cross-Selling and Upselling Case Management | Customizing and Automating
Low-Code Platform Workflow Builder Workflow and Approval Automation Customizable Profiles and Page Layouts Roles and Permissions Developer Sandbox Data Storage Object Storage Unlimited Custom Applications Connecting to Outside Apps Web Services API Email Integration with Outlook Google Apps Integration |
Need help customizing your CRM?
Contact one of our sales consultants.
