A CRM template that tracks the conversation, not just the deal
Companies, deals in pipeline, contacts, and activity history. Lookup company size onto every deal; roll up open ARR by company.
Who it's for
Small sales teams, founders and agencies who need pipeline and history in one place.
What makes it work
- Companies and contacts as separate tables, so a person keeps their history when they change jobs.
- Every call, email and meeting logged against the deal — with last-contact date maintained for you.
- A board by stage, a forecast by close date, and a neglected-accounts view that builds itself.
What's inside
4 linked tables, arriving with sample data already in them — so you can see how the pieces fit before you add your own.
Not quite your shape?
Every template is a starting point, not a cage. Rename tables, add fields, change the relationships, delete what you don't need. Or skip templates entirely and describe your business to RowFold — it will assemble a workspace around what you actually do.