Template library

Service CRM

Say goodbye to clunky and overwhelming software - Fibery provides a seamless experience to track your CRM

👀 Overview

This template is designed for companies, that have a list of Services to sell and are tired of disconnectivity💰.

You can store your data about Companies you plan to work with, and have an overview of Services, you can provide

The opportunity preparation process is simple and customer-focused. We help you create customized offers that are tailored to the customer's needs. You can easily manage all your opportunities and analyze which products are most popular, which are declined mostly, and where your prices don't meet expectations.

🤖 Integrations

With Google Calendar and Email integration, you can easily manage your sales process and stay on top of everything. All interactions are linked to the company & opportunity directly, so anyone can check important notes.

Noted: you have to install those Integrations with Integrate button and connect your account

🔨 Customizing?

Once you're happy with your Sales process, you can install our Project Management template from our Template gallery and set up some automations to turn won opportunities into executive projects.

This template is a no-code solution, so you can easily customize it to meet your specific needs. Add fields and views that are missing, and delete everything you won't use.

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Connect to other Spaces to get an up-to-date countries dropdown, slice sales by region, and add calling codes to local phone numbers.