PLR - CRM Template for Excel and Google Sheets
Tax included
COUPON CODE
Coupon 25PLR — get 25% off when you purchase two or more PLR products
CRM Template for Excel and Google Sheets (With Resale Rights)
Start or grow your digital product business with our Private Label Rights (PLR) spreadsheet templates for Excel and Google Sheets.
With PLR, you make a one-time purchase and can resell the template under your own brand as many times as you like.
You’re free to customize the design, change colors, and add your logo or branding. Each template includes step-by-step instructions for your customers.
Who are these templates for?
These spreadsheets are perfect for entrepreneurs, marketplace sellers (such as on Etsy), bloggers, digital product creators, freelancers, and anyone looking to start or scale their business by offering high-demand digital products under their own brand.
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.
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.
PLR LICENSE:
You may resell the template to others for profit or give it away for free.
Modify the template as needed to suit your own needs. Use the template for personal or commercial purposes.
You may NOT resell or distribute the template with resell rights. The template must be sold or given away without resell rights attached.
WHAT’S INCLUDED?
- Commercial License (With Resale Rights)
- 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.
