---
title: "CRM template — Tidy"
description: "Lead capture, a drag-and-drop pipeline, engagement charts, and consent-safe email campaigns — installed as one workspace."
url: https://www.tidy.engineering/templates/crm
last_updated: 2026-09-17T22:18:04.000Z
---

[All templates](https://www.tidy.engineering/templates)

![The CRM Marketing Dashboard — a stage funnel with live conversion percentages and a leads-by-source bar chart.](https://www.tidy.engineering/marketplace/crm/hero-crm.webp)

Business template

# CRM

Lead capture, a drag-and-drop pipeline, engagement charts, and consent-safe email campaigns — installed as one workspace.

leads campaigns pipeline

[Request access](https://www.tidy.engineering/?template=crm#waitlist)

Tidy is in private beta. Request an invite to use this template.

## What it looks like

- [![The All Leads table listing leads with company, source, capture date, lifecycle stage and consent state.](https://www.tidy.engineering/marketplace/crm/all-leads.webp)](https://www.tidy.engineering/marketplace/crm/all-leads.webp)

  The full list with source, stage and consent state on every row — so you always know who you may still email.
- [![The Campaign Email Template note open in the editor, composed like any other note.](https://www.tidy.engineering/marketplace/crm/campaign-composer.webp)](https://www.tidy.engineering/marketplace/crm/campaign-composer.webp)

  Write a campaign the way you write a note, merge fields and all, then send yourself a test before it goes out.
- [![The Lead Capture Form note showing the capture webhook set-up.](https://www.tidy.engineering/marketplace/crm/lead-capture-form.webp)](https://www.tidy.engineering/marketplace/crm/lead-capture-form.webp)

  Point any form at the capture webhook and every submission lands as a lead on the pipeline, consent state and all.

## What you get

- 4

  Facets

  Lead, Campaign, Parent Task, Contact
- 6

  Notes

  Marketing Dashboard, CRM Guide, Provider Connect Guide, Domain Setup Guide, Campaign Email Template, Lead Capture Form
- 10

  Saved views

  Leads Pipeline, All Leads, Won Leads, Campaigns, Suppression List, Stage Funnel, Leads by Source, Total Leads
- 1

  Workflow

  Lead Capture — lead
- 4

  Form templates

  Campaign, Lead, CRM Contact, Parent Task