Customer Relationship Management (CRM) Spreadsheet in Excel and Google Sheets, Small Business Template for CRM, Business Tracker Template
Our CRM spreadsheet is a versatile solution for effective business management. Streamline your workflow, boost productivity, and elevate your business with our user-friendly CRM tool in Excel and Google Sheets.
Easily manage customer relationships with our CRM spreadsheet, designed for small businesses. Setup is a breeze thanks to our intuitive interface, allowing you to start tracking leads, projects, tasks, and communication with just a few clicks.
Track your sales pipeline, top-selling products, and customer interactions from the main dashboard. With multi-year filters and key metrics summaries, you’ll have the insights you need to make informed decisions and drive growth.
Easily collect and analyze leads, manage projects, and stay on top of tasks with dedicated monitoring panels. Simplify customer communication with interactive tools and track customer feedback to improve service quality.
WHAT’S INCLUDED ?
- Detailed video tutorial on how to use this spreadsheet
- Step by step instructions
- 4 Templates of Spreadsheets
- 1 Sample Excel Spreadsheet with Mock Data
- 1 Excel Spreadsheet with Empty Data
- 1 Sample Google Sheets Spreadsheet with Mock Data
- 1 Google Sheets Spreadsheet with Empty Data
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
Features
- Intuitive and quick set up in just a few steps
- Lead Generation Dashboard
- Project Management Dashboard
- Task and Follow Up Dashboard
- Communication Dashboard
- Customer Feedback Dashboard
- Marketing Campaign Dashboard
- Subscription Management Dashboard
Main Dashboard
- Track annual revenue pipeline
- See what sells best throughout the year
- Check the latest comms, ratings & subscriptions
- Lead generation data summary
- Project management data summary
- Task tracker data summary
- Multi-year filter view for data analytics
- Key annual metrics in a summary dashboard
Lead Generation Dashboard
- Record key details of your lead generation
- Know your lead sources & client categories
- Analyze the decision-making and conversion
Project Management Dashboard
- Track the project status of onboarded clients
- Know your pipeline, the amount paid & conversion
- Visualize performance in charts & graphs
Task Tracker Dashboard
- Track your key tasks associated with clients
- Top 5 upcoming tasks by the due date
- Visualize performance in charts & graphs
- Stay organized on top of your tasks with status, priority, and due date information
Communication Dashboard
- Interactive client dashboard
- The top 5 latest client communications
- Client communication finder
- Simplify your communication workflow with clients’ interactive dashboard
Customer Feedback Dashboard
- Track your client satisfaction over the year
- The top 5 latest clients’ feedback
- Understand your best product performance
- Easily understand and track your clients’ satisfaction with your services
Marketing Campaign
- Track your campaigns
- The top 5 latest marketing campaigns
- Control your marketing budget
- Understand your marketing cost in respect to conversion rates; see which campaigns generate more conversions and cost less
Subscription Management
- Track your subscription performance
- Understand what sells most
- Foresee your revenue with renewal dates
!! IMPORTANT !!
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if editing through Google Sheets)
- Microsoft Excel (if editing through Excel)
- Basic computer knowledge
HOW IT WORKS:
- Purchase (instant download)
- Upload the PDF file (access to Google Sheet)
- Download the Excel template
- Open the spreadsheet (start planning!)
SOME POINTS TO CONSIDER:
This is a digital download. No physical items will be shipped after the purchase.
Due to the digital nature of the product, all sales are final, and refunds are not issued.
DISCLAIMER REGARDING COLORS:
The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.
