Sales & Customers Templates - Sales & Customers Templates of Workiom

Sales & Customers Templates of Workiom

Sales teams use Workiom as a CRM and much more! They track their deal pipeline, team performance, customer requests, sales enablement content... Every sales team is different of course, you can start with Workiom Sales templates and customise them according to your workflow.

Category related templates pictures

Finance Request Management

Centralize finance requests for better organization. Track tasks, department needs, and communication to optimize resources.

Category related templates pictures

Event Planning

Manage events with ease using Workiom's Event Planning Template. Customize workflows, track tasks, and generate reports.

Category related templates pictures

Ticketing System

Boost customer satisfaction with an efficient ticketing system that organizes and resolves issues seamlessly, ensuring quick response.

Category related templates pictures

Purchase Management

Streamline your procurement process from request to fulfillment with an all-in-one management solution.

Category related templates pictures

Sales Order Tracking

Manage client lists, product information, and sales orders with this template.

Category related templates pictures

Customer Relationship Management (CRM)

Track leads, deals, and meetings in your sales pipeline with this template.