CRM Template for Excel and Google Sheets
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This CRM template for Excel and Google Sheets is designed for business owners, sales managers, and marketers who want to efficiently manage customer relationships, track communications, and improve business processes. It is perfect for small to large companies, freelancers, and startups that need to organize their interactions with clients and potential partners.
Key Features:
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Customer Management – Easily add, update, and track customer data, including contact information, interaction status, and communication history.
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Customer Segmentation – Categorize customers into groups like regular, new, or potential, enabling targeted and efficient interaction.
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Communication History – Track all communications with customers, including emails, calls, or meetings, with space for additional notes for future reference.
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Reports and Analytics – Built-in features for analyzing communication effectiveness and creating sales reports, helping you make more informed decisions.
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Reminders and Tasks – Set reminders for tasks and meetings with clients, ensuring you never miss important moments.
- Cross-Platform Support – Available for use in both Excel and Google Sheets, allowing access on different devices and platforms without restrictions.
Who is it for:
- Small and medium businesses
- Freelancers and startups
- Sales managers, marketers, and business analysts
- Teams needing to manage numerous clients and projects
Benefits:
- Convenience and Flexibility – Works in both Excel and Google Sheets, providing access to data anytime and anywhere.
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Increased Productivity – A customer management system that not only organizes your data but also improves communication with customers, boosting conversions and retention.
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Time-saving – All necessary features are integrated into one template, saving you time searching for information and generating reports.
- Easy to Set Up – The user-friendly interface requires no complex setup, making it suitable for both beginners and experienced users.
This CRM template will help you streamline your business processes, enhance your relationships with clients, and boost the overall efficiency of your work!
WHAT’S INCLUDED?
- Step-by-step instructions
- 4 Templates of Spreadsheets
- Sample Google Sheet with Mock Data
- Blank Google Sheet
- Sample Excel with Mock Data
- Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
FEATURES & LIMITATIONS
- Automated Calculations: All totals, charts, and summaries update automatically when data is entered. No manual math required.
- Currency Customization: For all budget and finance-related templates, you can easily change the currency symbol (USD, EUR, GBP, etc.) in just a few clicks.
- Protected Formulas: Certain cells and tabs are locked to prevent accidental deletion of complex formulas, ensuring your template works perfectly. However, no passwords are required—you can easily unlock the sheets if you wish to customize the structure.
- Language: This template is provided in English
- No Macros: We use advanced formulas instead of VBA macros, making the files safer and more compatible across different devices.
HOW IT WORKS & REQUIREMENTS
SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:
- Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
- Google Sheets: A free Google Account if you prefer using the web-based version.
- Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.
HOW IT WORKS:
- Purchase and download your files instantly.
- Open the PDF file to access your unique Google Sheets link.
- Open the Excel file directly if using Microsoft 365.
- Follow the setup instructions inside and start planning!
IMPORTANT TO KNOW:
- Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
- Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
- Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.
DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
