CRM for Sustainability agency Template

This CRM for sustainability agencies allows you to track sustainability initiatives, pending tasks, and interactions with each stakeholder and partner. A user-friendly template provides a complete set of features to keep track of sustainability efforts, from tracking carbon footprints to monitoring supply chain sustainability. You can set different view and edit permissions for each group of stakeholders or partners and share with them only relevant information. All the data within the CRM is organized into directories that can be easily searched and filtered to locate the needed document or contact. This way, your colleagues can work together by attaching and sharing notes, logging interactions, and more! Dedicated CRM tools are often quite expensive and don't allow for much customization. With this modular template, you can easily customize everything to your sustainability agency's needs at no additional cost. Whether you need to manage sustainability programs, track stakeholder engagement, or coordinate with internal teams, this CRM offers a comprehensive solution tailored to the unique needs of sustainability agencies.

Different access levels

Specific permissions for each CRM user group.

Search and Filtering functionality

Easily find an item through search and filtering.

User- or team-specific accounts

Users can view and manage accounts assigned to them or their team.

Status labels

Easily track items through your sales funnel.

Track and add deals

Manage all your deals in a single spot.

Track notes

Attach notes to leads to share details with your team.