# Custom CRM app builder | Build a CRM with AI | Cordango > Build a custom CRM without a dev team: a drag-and-drop pipeline, a weighted forecast and activity tracking, on the same customer records your support and delivery apps already read. Source: https://www.cordango.com/templates/crm/ Language: en CRM TEMPLATE # Build a CRM around your sales process. Move deals through a pipeline board with a weighted forecast and a follow-up on every open deal. Sales by Cordango Works like Pipedrive [Get this template →](https://www.cordango.com/contact/) [All templates](https://www.cordango.com/templates/) ## What it does. A pipeline that moves. Deals on a board, a weighted forecast, and the next follow-up on every open deal so nothing goes cold. The job Pipedrive does, on a core you own with your own people as the deal owners. - BOARD Drag deals across your stages, each column summed by value - FORECAST A weighted forecast that updates as probability and value change - FOLLOW-UP The next step and its due date on every open deal - ACTIVITY Every call, meeting and email logged against the deal - LEADS A leads inbox you qualify and convert to a deal in one click - INSIGHTS Pipeline by stage and owner, every number a click from the deals sales\_crm · deals Pipeline board [![CRM template on Cordango showing the deal pipeline as a drag-and-drop kanban board grouped by stage](https://www.cordango.com/assets/templates/crm-board.png)](https://www.cordango.com/assets/templates/crm-board.png) ## A closer look. sales\_crm · deal One deal, full history [![Deal detail hub in the CRM template on Cordango with value, stage, status flow and an activity timeline](https://www.cordango.com/assets/templates/crm-deal.png)](https://www.cordango.com/assets/templates/crm-deal.png) sales\_crm · insights Pipeline analytics [![Pipeline analytics dashboard in the CRM template on Cordango with a funnel by stage and win and loss charts](https://www.cordango.com/assets/templates/crm-insights.png)](https://www.cordango.com/assets/templates/crm-insights.png) ## Part of your company, not another silo. Every template lands on the same secure core. The people in CRM are the same directory as the rest of your apps, so the data lines up instead of living in yet another login. - CORE One company directory shared across every app - ROLES Real roles and permissions from the first day - AUDIT A field-level history on every change - EU EU hosting by default, not an upsell - SHAPE Change a field, a rule or a screen by describing it ## The support queue already knows this customer. A CRM on its own creates a customer list. Add a helpdesk next to it and that creates a second one, and from then on somebody spends part of every week deciding which of them is right. Here the customer is an Organization record that existed before either app did. The CRM writes deals against it, the [Helpdesk](https://www.cordango.com/templates/helpdesk/) opens tickets against it, and both show the same name, the same address and the same responsible person, because there is only one of them. - ONE One Organization record, read by every app that needs it - OWNER The account owner is a real person from the company directory - NONE No connector, no nightly sync, nothing to reconcile Globex SE · one record Acme Ltd \# in the crm ✔ deal Globex SE 42.000 € · stage: negotiation ✔ owner Tomas R. from the company directory \# in the helpdesk, the same record ✔ ticket #2841 Globex SE priority: high ✔ opened by Lena K. the same Globex contact MORE ## More templates. ![Employees app template preview](https://www.cordango.com/assets/templates/people-team.png) HR ## Employees HR by Cordango The employee file your company runs on. Records, onboarding, time off and org insights. Works like HiBob → https://www.cordango.com/templates/people/ ![Projects app template preview](https://www.cordango.com/assets/templates/project-board.png) PM ## Projects Tooling by Cordango Plan and track delivery across projects. Tasks, sections, a board, a timeline and cost rollups. Works like Asana → https://www.cordango.com/templates/project/ ![Helpdesk app template preview](https://www.cordango.com/assets/templates/helpdesk-queue.png) HD ## Helpdesk Support by Cordango One queue for every request. Intake forms, assignment, a triage board and resolution times you can see. Works like Zendesk → https://www.cordango.com/templates/helpdesk/ ![Investments app template preview](https://www.cordango.com/assets/templates/ventures-portfolio.png) INV ## Investments Finance by Cordango Track every investment you hold. What went in, what it is marked at today, what came back and what it returned. Works like Carta → https://www.cordango.com/templates/investments/ NEXT ## See it on your company. Watch Cordango stand up a company and load CRM with your own people and data, live, in about 30 minutes. [Book a demo →](https://www.cordango.com/contact/) [All templates](https://www.cordango.com/templates/)