Excel CRM Lite Edition: The simplest way to manage client data and interactions - Quick Demo

📌About
CRM Lite: The simplest way to manage clients and interactions
1.- Keep things simple and organized—no overwhelm
2.- Stay on top of every relationship with a built-in interaction tracker
3.- Log and manage tasks, follow-ups, and client touchpoints all in one place

This quick tour video is designed as a demo for the “CRM Lite Edition” Excel template.

📌 Product Highlights:
- Easy-to-use Excel-based CRM for freelancers, SMBs, and small teams
- Fully customizable to fit your clients, workflows, and business style
- Streamlined interaction tracking without the complexity of invoicing tools

This Microsoft Office Excel file was created with great care and love with the purpose of providing a tool to empower you in your search for a more productive and better life.
It is my sincere hope that this template supports your workflow, keeps you organized, and reminds you that consistency is what truly moves things forward.

📌 Purchase your Excel template here:
CRM Lite Edition: https://alphatwoseven.etsy.com/listing/4312757900/crm-lite-edition-client-relationship

📌 Video Chapters:
00:00 Intro
00:48 Template Structure
01:31 Customizing your Template
02:12 Client Database
03:30 Client Interactions
04:27 Closing Remarks

📌 This Excel Spreadsheet includes the following sections:
1.- Customization: Personalize all your worksheet labels, symbols, and icons here.
2.- Clients: Add and manage all details for every client across 5 categories; this is your client database and primary information source.
3.- Interactions: Manage every client interaction by logging and managing all client-related tasks or activities here.

📌My Shop
Check out my shop to find other useful Excel Spreadsheets and Productivity Tools!
My shop: https://alphatwoseven.etsy.com

Please subscribe to my YouTube channel. I will be uploading more FREE Excel tutorials and courses to help you learn Excel, improve your modeling skills, and create your own tools!

✨ *You might also like* ✨

📌 *Free Tutorials:* https://www.youtube.com/playlist?list=PLrPZ7qZV_m6C6Ecbel6IqQvHbJdny4-s2

📌 *FREE Excel Productivity Minicourse (Three Part Mini-Series):* https://www.youtube.com/playlist?list=PLrPZ7qZV_m6BOw2fmWClvHq6G3lnnUyLv]

📌 *Other CRM Excel versions:*
CRM and Client Invoice Tracker: https://alphatwoseven.etsy.com/listing/4312751646/simple-crm-client-and-invoice-tracker
Client Invoice Tracker: https://alphatwoseven.etsy.com/listing/4312755192/client-invoice-tracker-excel-spreadsheet

💡 *Quick Tip:* If you are looking for Google Sheets templates, I wholeheartedly recommend checking out @thinklikeagirlboss shop, she’s absolutely amazing: https://thinklikeagirlboss.com

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Видео Excel CRM Lite Edition: The simplest way to manage client data and interactions - Quick Demo канала alphatwoseven