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CRM Template for Excel and Google Sheets

Organize your customer relationships, streamline communication, and grow your business with this all-in-one CRM Spreadsheet solution — designed specifically for business owners, sales managers, and marketers. Whether you're a freelancer or part of a growing team, this CRM helps you stay on top of every interaction.

🔗 Instant Download This Template: https://surl.li/ahejrc
📊 Our Website: https://spreadsheetshub.com/

🔑 KEY FEATURES:
✔️ Customer Database — Add and manage detailed contact information, status updates, and personalized notes.
✔️ Customer Segmentation — Classify clients as leads, prospects, regulars, or VIPs to tailor your outreach.
✔️ Communication History — Keep a complete log of emails, calls, meetings, and messages for each client.
✔️ Tasks & Reminders — Schedule follow-ups and track to-dos so you never miss a key opportunity.
✔️ Reports & Analytics — Visualize sales progress, track engagement, and make data-driven decisions.
✔️ Cross-Platform Ready — Fully functional in Excel & Google Sheets for maximum accessibility.

👥 WHO IT'S FOR:
📈 Startups & small businesses wanting to grow relationships
🧑‍💼 Sales teams looking to improve client management
📣 Freelancers and solopreneurs who value every lead
💡 Anyone needing a clean, easy-to-use CRM system

📊 Your business relationships are your biggest asset — manage them like a pro!
Stay productive, build stronger connections, and never let a lead fall through the cracks with this CRM Template for Excel and Google Sheets.

Видео CRM Template for Excel and Google Sheets канала SpreadsheetsHub
Яндекс.Метрика

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