Vorlagen, Leitfäden und Referenzkarten für jedes CRM
Kostenlos, druckbar und herstellerneutral: nutze sie mit Syncek oder mit dem, was du heute einsetzt, und gib sie an dein Team weiter.
- Datenmodell
The five-line call note card
The five lines to write in the ten minutes after a client call, and where each one goes once the call is over. A sixteen-page A4 guide, vendor-neutral.
- Datenmodell
The six-answer qualification card
The six answers that decide if a proposal is worth writing, the question that gets each one, the field that holds it, and the write or decline rule.
- Onboarding
The client handover card for small teams
Six things that move from the deal to the client record, five questions the kickoff call is for, and the four dates that end onboarding. A 14-page guide.
- Datenmodell
The referral script pack for small teams
The four moments where an ask lands, the words to send at each one, and the three fields that record who sent what. 13 printable pages, vendor-neutral.
- Datenmodell
The late invoice chase card for small teams · Syncek
A 14-page chase guide for the invoice nobody paid: six rungs counted from the due date, the channel and the opener for each one, what changes on the record, and the condition that moves you to the next rung. Free printable PDF. In English, Spanish, German and Portuguese.
- Datenmodell
The quiet client audit card for small teams
A 14-page audit guide for the clients who went quiet: four dormancy bands by days since the last real contact, what each band means, the action for each, and the five fields that make the bands computable. Free printable PDF.
- Datenmodell
The free CRM catch sheet for small teams
A 14-page catch guide for the eight free CRMs small teams actually run in 2026: HubSpot, Zoho, Bitrix24, Freshsales, Capsule, Notion, Airtable, Google Sheets. The free-tier limit and the catch on each. Free printable PDF.
- Pipeline
The response-time standard for a small business
A 16-page response-time standard for a small business. Four channels, four windows: web form within 5 minutes, sales email within 1 business hour, client email within 4 business hours, DM or WhatsApp within 2 hours. Free printable PDF.
- Datenmodell
The follow-up cadence card: when the next touch should actually land
A vendor-neutral, printable follow-up cadence. Same-day recap, day 3, day 7, day 14, then monthly, each with a one-line trigger that tells you what to send and why. Free PDF for SMB operators.
- Onboarding
Email sync in a CRM, explained
Email sync is four capabilities wearing one name: logging, two-way send and receive, contact capture, and thread association. Know what turns on before you connect an inbox. Free printable PDF.
- Reporting
Five metrics that actually drive growth, the SMB reference card
A vendor-neutral, printable reference card. Five numbers a small team actually watches weekly: stage conversion, average opportunity size, cycle length, CAC, churn. Each with a unit, a Monday cadence, and a written next move. Free PDF.
- Pipeline
Six CRM automations every small team needs
A vendor-neutral, printable 16-page guide. Six if-X-then-Y rules every small team should turn on first. Seven to twelve hours back per week. Free download for SMB operators.
- Datenmodell
The 6-tool stack for a 5 to 15 person agency
A 16-page printable guide, vendor-neutral. Names the 6 tool categories a small services agency actually runs, the rule for choosing inside each one, the retainer-and-project record shape, and the 10-step handoff checklist. Free download.
- Onboarding
AI in a CRM, a buyer's checklist for SMBs
Twelve vendor-neutral questions to ask before paying for AI in any CRM. A printable reference card for the small team evaluating an AI tier this quarter. Free PDF.
- Datenpflege
The 4-pass CRM maintenance calendar for small teams
A vendor-neutral, printable 12-page PDF. Four recurring passes on the team calendar: weekly 10 minutes, monthly 30, quarterly 90, annual half-day. Free download for SMB operators.
- Pipeline
The 5-stage pipeline every SMB sales team actually needs
A vendor-neutral, printable reference. Five stages (lead, qualified, proposal, negotiation, won/lost) and the disqualification rule that keeps opportunities from rotting in place. Free PDF for SMB operators.
- Datenmodell
The 14 fields every SMB client record needs
A vendor-neutral, printable reference card. 14 fields. 7 groups. The type and the report each one unlocks. Free PDF for SMB operators rebuilding their client book.