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Use case · Sales CRM template

Keep customers and deals in one place.

Start from the Sales CRM template and adjust it to how your team sells, then run it in the same Workspace as the rest of your work.

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Studio home with a From template option and a list of projects
Choose From template when you create a project.

How it works

Three steps.

  1. Start from the template

    Choose Sales CRM when you create a project in Studio.

  2. Make it yours

    Change fields, pages and workflows. Preview as you go.

  3. Release it

    Try it in a sandbox, then promote it to Production.

Domain model editor showing entities connected on a canvas
Adjust the data model on a canvas.
Release center showing Developer, Sandbox and Production stages
Release in stages.

Tables, pages and roles included

A working starting point, not a blank page.

Controlled releases

Developer, Sandbox and Production stages.

Lives in your Workspace

Your team opens it from the same place as every other app.

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Ready when you are

Open AE and look around.

See the product for yourself. The guide and demo videos are there when you want help.

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