<!-- LLM_VERSION_INFO
FORMAT: text/markdown
CONTENT_TYPE: article
ORIGINAL_URL: https://coda.io/@codatemplates/crm
ALTERNATE_VERSION: codatemplates/crm/index.html (text/html)
EXTRACTION_DATE: 2026-04-18T22:33:10.243Z

This is the markdown version with text-only content (images converted to alt-text).
For rich formatting with images, request the HTML version at: codatemplates/crm/index.html
-->

# CRM

Your central relationship hub.

Move your best opportunities forward by organizing client, sales funnel, and contact information all in one place.

## Companies

| Company name | Company Contacts | Amount    | Status | Info | Website |
|---------------|------------------|-----------|--------|------|---------|
| Cloud Co.    | Lucy Xander      | $125,000  | 🔭 Opportunity |   |   |
| Bo & Arrow   | Zig Ma’lone      | $50,000   | 🔭 Opportunity |   |   |
| Handshake    | Chris Andrews, Moira Boise | $70,000   | 🌲 Active |   |   |
| Juice Inc.   | Alanna Chowansky | $200,000  | 😴 Inactive |   |   |

There are no rows in this table

## Contacts

| Name            | Title              | Company      | Email                  | Birthday | Notes |
|------------------|--------------------|--------------|------------------------|----------|-------|
| Chris Andrews     | Head of Sales      | Handshake    | chris@hndshk.com      | Jul 16   |       |
| Moira Boise       | Product Manager     | Handshake    | mora@hndshk.com       | Jan 23   |       |
| Lucy Xander       | Operations          | Cloud Co.    | lxander@cloud.co      | Sep 1    |       |
| Zig Ma’lone      | CEO                | Bo & Arrow   | zig.malone@bo-arrow.io| May 7    |       |
| Alanna Chowansky  | VP of Product      | Juice Inc.   | alan@icejuice.co      | Aug 1    |       |
| Felix Martin      | CTO                | Yogis World  | felix@yogis.co        | Dec 16   |       |

There are no rows in this table

## Meeting notes

| Done | Topic                     | Notes | Date               | Driver | Contacts | Company   |
|------|--------------------------|-------|--------------------|--------|----------|-----------|
|      | Share & discuss Q2 OKRs  |       | Tue, Feb 22      | LT     | Lucy Xander | Cloud Co. |
|      | Discuss team budget      |       | Tue, Mar 1       | JD     | Zig Ma’lone | Bo & Arrow |

No results from filter
