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Free Tutorial: https://youtu.be/Tlk9UAfcyZ4
A powerful and user-friendly tool designed to help business owners, consultants and service providers manage their client relationships effectively.
This template offers a comprehensive solution for organizing client profiles, tracking projects, manage invoices, and optimizing customer relationship management processes. With its intuitive design and customizable features, the CRM Client Portal template is your go-to resource for enhancing client engagement and driving business growth.
✅ Comprehensive Client Profiles: Store detailed client information and maintain records of client history, including past projects, interactions and payment statuses.
✅ Sales Pipeline Management: Visualize and manage your sales pipeline with stages from lead generation to deal closure.
✅ Project Tracking: Report client projects, sales performance, and task completion.
✅ Invoice Management: Record payment statuses against invoices and keep logs of payment transactions, including dates, amounts, and payment methods.
✅ Client Communication Log: Document important conversations, feedback, and action items to ensure continuity and follow-up.
💡 COMPATIBILITY
Download link includes versions compatible with Google Sheets, Excel 2021, Microsoft 365, and the Excel Web App.
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💡 DOWNLOAD INSTANTLY
Upon purchase, you will instantly receive 📥 a DOWNLOAD LINK 📥 in your email and your Etsy Purchases and Reviews page.
💬 Feel free to message us with any questions about the dashboard before making your purchase.
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