Hey everyone,
My team has decided to share our internal CRM template we use as the foundation for every client CRM build, completely free.
This version comes with a video library (also free) that walks you through basic usage and configuration.
This is the same starting point we use for every monday.com CRM project at Elevate. It’s clean, flexible, and ready to adapt to most small-to-mid-sized teams right out of the box.
You can grab it, duplicate it, and make it your own.
Fill out this form to get started.
If you’d like a bit of extra help customizing it for your workflow, we also offer guided consultations* to walk you through it.
*Guided consultations (and a few cheeky affiliate links 
) are paid and help us keep building and sharing tools like this.
Hope it helps you get moving faster! 
– Greg @ Elevate Ops