Contacts screenshot

Contacts template

Ideal for sales teams in need of an efficient CRM tool.

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* The template contains: Group of items, Text column, Status column with labels, Rich text column, and Date column.

Advantages of Contacts template

Build your contact list

Store and manage contacts. Maintain complete visibility into all contact-related information in one view, including deals, tasks, quotes, and activities.

Track notes and contact changes

Track follow-ups and notes with tasks. Traditional CRMs can make it hard to track action items with the rest of your work. With Plaky, you can store notes and receive updates about contact changes—all in one place.

What you’ll love the most about this template

Rich text column

• If you need more ways to filter or organize your items, customize your columns. Some additional fields could be: contact number, email address etc. With Rich Text format, you can add text files and icons so as to visually manage your clients data.

Item subscriber

• In any given time you can add subscribers to your items or subscribe yourself to an item. When you subscribe to an item, you will automatically start being notified each time someone is posting an update on that item. It’s super useful because when a client changes contacts, everybody stays informed.