A Google Sheets CRM template is a pre-formatted spreadsheet that you can use to manage your customer relationships. It includes fields for basic customer information, such as name, contact informat...
Companies must maintain good communications with their current and potential customers. This page contains 15 CRM templates which you may download for Excel
Free download CRM Excel Template. Track your tasks, customers, meetings with a visual kanban dashboard and calendar. Works in Mac & Windows.
Do you suddenly have more leads than you can handle? Download our Excel CRM template and learn how to set up an Excel CRM to manage customer data effectively.
Free Sales Plan Templates ; Sales Plan Template ; Sales Leads Template ; Sales Tracker Template ; Sales Pipeline Template ; Sales and Marketing Plan Template ; Sales Funnel Template ; Sales Report Template ; Sales Action Plan Template
A CRM template is a great way to start tracking leads, interactions, and contact details in the sales process. Here is a free customizable CRM template.
Learn how to create a spreadsheet CRM using Google Sheets with our free template. Track client interactions and build a dashboard using our step-by-step guide.
Want to amp up your customer relationships? Learn how to build an Excel CRM in minutes with templates & alternatives.
But who knew a blank Google Sheet could also become your fully functional CRM? 🤯 · It’s true— you can use Google Sheets to create or use countless templates for spreadsheet project management, marketing campaigns, mass emails, forecasting, tracking, follow-ups, and more. ...
Spreadsheets can provide value to a near endless variety of business tasks. Discover 20 free spreadsheet templates for your next project.