EcofyxOperational area
Sales
Ready-to-use application
Sales CRM
Register customers and leads, qualify opportunities and follow commercial proposals.
What this template is designed to organize
Register customers and leads, qualify opportunities and follow commercial proposals.
Connected structure
4 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Customer registration
Key fields:
- Name or legal business name
- Phone/WhatsApp
- Tax ID or document
- Segment or profile
- Notes
Sales lead registration
Key fields:
- Contact name
- Company or organization
- Phone/WhatsApp
- Lead source
- Product, service or need of interest
- Sales priority
- Next action date
Lead qualification
Key fields:
- Lead or contact
- Need, opportunity or objection
- Potential
- Sales stage
- Next step
- Follow-up date
Sales proposal follow-up
Key fields:
- Lead, customer or proposal
- Sales stage
- Probability
- Conversation summary or objection
- Next step
- Follow-up date
- Attachment or supporting document
How this template organizes the routine
Register customers and leads, qualify opportunities and follow commercial proposals. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Sales CRM
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusOpportunityOwner
Visible dashboard columns
- Opportunity
- Company
- Stage
- Priority/Potential
- Next action
- Owner
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Registered customers
Registered leads
Lead qualifications this month
Proposals being tracked
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Add lead
- Add customer
- Qualify lead
- Record follow-up
- Update customer
- Update opportunity
Attention points
Check these alerts to identify records that may need follow-up.
- High-potential opportunity
- Overdue follow-up
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Sales pipeline
New→Contact made→Qualified→Meeting scheduled→Proposal sent→Negotiation→Won→Lost
- Record contactNew → Contact made
- Qualify leadContact made → Qualified
- Schedule meetingQualified → Meeting scheduled
- Send proposalMeeting scheduled → Proposal sent
- Start negotiationProposal sent → Negotiation
- Mark as wonNegotiation → Won
- Mark as lostNegotiation → Lost
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Sales CRM template for?
Register customers and leads, qualify opportunities and follow commercial proposals.
Which forms are included in this template?
Customer registration, Sales lead registration, Lead qualification, Sales proposal follow-up.
How are records organized in Ecofyx?
Data is organized in the Sales CRM dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page is available as an optional extension of the internal flow. The planned entry form is “Sales lead registration”.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Sales CRM
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.