Free B2B Sales CRM Template
Manage B2B accounts, contacts, and multi-stakeholder deal cycles in one dashboard.
What this template includes
You get a working app with these features built in. Refine anything later by chatting with Appaca.
- Multi-contact account management
- Stakeholder role and sentiment tracking
- Deal room with proposal sharing
- Account health score
The prompt that builds this app
Copy and paste this into Appaca, or click the button to send it now. You can edit it before submitting.
Build a B2B sales CRM app designed for complex multi-stakeholder deal cycles. Link multiple contacts from the same organisation to a single account, record each contact's role in the buying decision, and track individual stakeholder sentiment. Include a deal room where the sales team can share proposals and receive client questions. Display an account health score combining engagement level, deal stage, and last contact date.
Want to go deeper on sales pipeline software?
Sales pipeline software visualizes deal stages, owners, and forecasts. Appaca builds a pipeline tool around your real sales motion, with forecast views and rep-level tracking.
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ViewQuestions & answers
Yes. You can build the template app inside Appaca for free. The free plan includes 100 AI credits per month. If you outgrow the free tier you can upgrade at any time.
No. The template is a prompt that Appaca turns into a working app for you. You can refine fields, views, and rules by simply chatting with the AI in plain English.
Yes. After Appaca builds the app, you can keep refining it through chat - add fields, change the layout, connect new data, or adjust workflows whenever your needs change.