Customer Relationship Management Spreadsheet
Customer Relationship Management Spreadsheet
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👋 CUSTOMER RELATIONSHIP MANAGEMENT SPREADSHEET - GOOGLE & EXCEL SHEETS
Customer Relationship Management (CRM) is one of the most important aspects of any business. Developing strong, trustful and long-lasting relationships with customers allows you to maintain a good image for them and sets the stage for growth. With our CRM Google & Excel Sheets Template you will be able to track your tasks, their status, manage customer relationships, organize schedule, and much more!
💎 MULTI CURRENCY - SET ANY CURRENCY WITHIN SECONDS
$, €, £, ¥, ₣, ₱, ₹, ₽, ₺, Rp, K, RM
📌 TABS:
➤ Instruction Page: Access a dedicated page with detailed instructions and sample mockup data on how to maximize the use of the template and optimize your CRM process.
➤ Contact Information: Log client contact info for tailored marketing based on customer needs. Filter and prioritize your clients based on the relevance, position and other necessary metrics.
➤ Opportunities: Estimate project value, assign probabilities for opportunities. Record detailed information including the status and the potential value. Track client opportunities, prioritize by time, value, client priority.
➤ Interaction: Track and analyze client interactions for improved management insights. Drop down option for easy change of data that can be customized.
➤ Dashboard: Get a clear understanding of how account managers perform through opportunity tracker, open records, potential and win rate. Pre-calculated data and formulas for automatic analysis and transformations.
✨ | FEATURES |
• Multi-Device Compatibility: Accessible on all devices, including Macs, PCs, smartphones, and tablets.
• Aesthetically pleasing minimal design - budgeting made beautiful!
• Automatic calculations - focus on your business, not complex equations.
• Streamlined content - no unnecessary cluttered sections.
• Suitable for any calendar year.
👋 Dedicated support from our shop
📥 HOW IT WORKS
• A Google account (free) and Excel 2019 or Higher
• After purchase, you will receive an email containing a link to your digital file, which will redirect you to your spreadsheet.
• You may also access the file through the 'Purchases and Reviews' section of your Etsy account.
• Start with your brand-new template!
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Frequently Asked Questions
What does instant access mean?
Once you have decided what products you want to buy, you will automatically receive the download after your payment and you will also be sent an email with the download links.
Once you have the PDF that contain the links to Google Sheets/Canva or Excel templates, you save this PDF to your computer or laptop, and you always have access to the original design and don't need to download it over and over again.
We do recommend using a laptop or computer the first time as it is easier to navigate than on a phone.
Can I make changes?
Yes! All the products are editable. You can make changes to the products, add pages, languages, delete pages, change colors, fonts, graphics etc!
Whatever you want to do to suit your brand.
Can I resell with resell rights?
Yes! If you want to resell with resell rights to your audience then you can!
You have the choice if you want to sell the end product or resell rights.
Where can I sell these?
You can resell these on your website, digital products landing pages platforms, Stan Store, Etsy, apart of your memberships, programs, sales funnels in courses.
It is totally up to you where and how you want to sell these products
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Instant Downloads
Get your file just as you purchase + also receive a link in your email
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One Time Payment
Pay only once. NO recurring fee. Keep all the profits to yourself.
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100% Satisfaction
Dedicated Support. Any question or doubt, we are a message away
