Savings. Shopping.Get Checkmate
The CRM Lite template supports your sales, and organizes Contacts and Deals in a more effective way
⚊⚊⚊Contents ⚊⚊⚊
★ Deals
★ Activities
★ Customers
★ Dashboard (+ filters)
★ Deals Reports (+ filters)
★ Activities Reports (+ filters)
All Input tables have implemented dynamic dropdown lists that can be modified in the Settings sheet - you can add unlimited records!
Customer Relationship Management can be a strategy or simply actions aimed at supporting sales, marketing, and other processes, where the overriding goal is to focus on the customer’s needs.
⚊⚊⚊Best for ⚊⚊⚊
★ Sole proprietorship
★ Sales teams
★ Sales Representative
★ Small companies
★ Freelancers
⚊⚊⚊What’s inside the Excel CRM Lite? ⚊⚊⚊
⚑ Deals
The core of your company’s sales. The sheet helps you find out when each deal must be completed, and check the progress and arrangements. It is a treasury of knowledge about your sales activities.
⚑ Activities
Track your users’ activity. It can be called a task sheet if you wish. What’s inside? A table with users, their activities/tasks, deadlines, and other linked tables like product, customers, and activity type.
⚑ Customers
This is the place where you record customers and contractors. It is a synthetic table that can be easily adapted to your needs.
⚑ Dashboard
Contains a summary of your deals, sales, and activities. There you will find a list of deals to be closed, a Funnel Summary, Sales, Summary, Deals Value by Month, and also a summary of activities and customers. Remember to use filters (left sidebar).
⚑ Report – Deals & Report – Activities
Pivot table reports that will help you check data for the selected month, customer or employee.
⚑ Settings
Like any of our spreadsheets, it has a place where you can edit all of your dynamic lists. Starting with Sales Stage, Lead Channel, Product Area, and ending with the user and type of activity
---------------------------------------------------------------
★ This is a digital product ★
After purchase, you will immediately receive a link from Etsy to download a .zip package and .pdf file.
To use the product just unzip the package.
★ Terms of use ★
After buying the product, you can edit it and make as many copies as you want, and use it in your home or business. However, you may not resell, give someone, or reproduce to create a new product for resell
★ Support ★
If you have any questions, please feel free to reach out to us.
---------------------------------------------------------------
Save on Excel CRM Template 2.0 with a Etsy promo code
Checkmate is a savings app with over one million users that have saved $$$ on brands like Etsy.
The Checkmate extension automatically applies Etsy discount codes, Etsy coupons and more to give you discounts on products like Excel CRM Template 2.0.
Checkmate users have also been loving these products from Etsy.
Users have been saving products like this to their collections.
