100% Customizable CRM Template

Corteza comes with an advanced CRM template that you can customize, build on top of, next to or replace any part of. The CRM template comes with a host of customizable features to help you streamline your sales processes.


Get a quick overview of vital information. Create dashboards to show what’s most important to you.

Contact Records

See your entire customer history in one place. Use insights to build lasting relationships.

Reports and Charts

View reports, graphs and metrics based on real-time data to help you make better decisions.

Sales Tools

Improve sales with conversion metrics, sales forecasting, personalized quotes, lead scoring and more.

Tasks and Calendars

Stay on top of tasks, calls, meetings and notes. Keep track of your calendar.


Automate CRM processes such as ranking leads, assigning contacts, sending brochures and more.