CRM Spreadsheet Template For Small Business In Excel And Google Sheets
$24.99
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Item description from the seller
WHAT’S INCLUDED IN THE PURCHASE?
- Video Tutorial
- 20-Page Quick Start Guide
- 4 Templates of Spreadsheets
- 1 Sample Excel Spreadsheet with Mock Data
- Excel Spreadsheet with Empty Data
- Sample Google Sheets Spreadsheet with Mock Data
- Google Sheets Spreadsheet with Empty Data
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
- 10 Spreadsheet Tabs
TABS:
- Instructions
- Settings
- Main Dashboard
- Lead Generation
- Project Tracker
- Task and Follow Up
- Communication Log
- Customer Feedback
- Marketing Campaign
- Subscription and Membership Management
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
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!)
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Listed on 30 October, 2023