CRM Template for Excel and Google Sheets
Tax included
COUPON CODE
- 40HUB – Purchase 2 or more items and enjoy 40% off your entire order!
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
HOW IT WORKS & REQUIREMENTS
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if using Google Sheets)
- Microsoft Excel software (if using Excel)
- Basic computer skills
HOW IT WORKS:
1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!
IMPORTANT TO KNOW:
- This is a digital download; no physical items will be shipped.
- Due to the nature of digital products, all sales are final, and refunds are not available.
COLOR DISCLAIMER:
Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.
Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.
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.
