Ayush Varshney


SaaS Sales CRM & Dashboard

This template is the one stop solution for all SaaS sellers. It has everything you need in your journey of sales, under a single roof. From contacts to deals management, this template has cover for everything.

This template has 10 different tables to keep your data more organised and more functional.

  1. Contacts table
  2. Deals
  3. Accounts
  4. Activities
  5. Cadence Actions
  6. Cadences
  7. Cadence Template Actions
  8. Cadence Template
  9. Accounts MRR
  10. Accounts Configuration

The first table, i.e., the contacts table consists of all the contacts (potential leads) for the business. The contacts table records all your contacts plus their corresponding status. User can easily configure their MRR by changing the formula of MRR.