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Track leads, opportunities, and sales with the top Excel and Google Sheets CRM templates. All of the templates below are fully customizable and available for free download. Download CRM templates for Excel and Google Sheets, including dashboard CRM templates and a sales pipeline CRM spreadsheet.
Download and customize free templates that are designed for small businesses. On this page you’ll find a customer relationship management spreadsheet template, a customer contact database template, an invoice template with built-in customer database, and more template options.
Generate and manage leads, track communication, and increase sales with your new and existing clients with this CRM template. Use the lead section to track a company, its contacts, and its projected sales details.
Download a Sales Pipeline Analysis Template for Excel | Microsoft Word. This sales pipeline analysis template offers an easy way to organize your sales process by quarter.
Marketing CRM Dashboard Template - Excel This easy-to-use template provides great visuals to help you monitor marketing KPIs at a glance. This tool will allow you to evaluate campaign success and determine where you need to make adjustments to improve customer relationships and achieve goals.
On this page, you'll find the most effective fillable form templates for Excel, including an Excel data entry form template, an Excel order form template, an Excel inventory form template, and more. Plus, find tips on how to use a fillable Excel form template.
Acompanhe leads, oportunidades e vendas com os melhores modelos de CRM do Excel. Todos os modelos abaixo são totalmente personalizáveis e estão disponíveis para download gratuito. Incluído nesta página, modelos de CRM do Excel para gerenciar um pipeline de vendas e acompanhar KPIs de marketing.
Realice un seguimiento de los clientes potenciales, las oportunidades y las ventas con las principales plantillas de CRM de Excel. Descargue las plantillas de CRM para Excel y Google Sheets, incluidas las plantillas de CRM de panel y una hoja de cálculo de CRM de canal de ventas.
CRM Template Track sales leads, assess communication efforts, and view your sales pipeline in its entirety with this CRM template. Build better customer relationships by tracking relevant details, and monitor sales activity to ensure you hit your sales and revenue goals every quarter.
Download free call log templates in Excel, Word, Google Docs & Sheets, and PDF formats. Plus, find tips to improve logging calls.