Savings. Shopping.Get Checkmate
Optimize your sales and client relationships with our CRM & Lead Tracker Excel Template. This powerful spreadsheet tool empowers you to effectively manage leads, track interactions, and build strong customer relationships. From capturing leads to nurturing clients, our CRM sheet has got you covered. Visualize your sales pipeline, manage contacts, and improve customer engagement with ease. Streamline your sales process, track leads, and watch your business grow. Download our CRM & Lead Tracker now and take control of your customer relationships.
The CRM & Lead Tracker Excel Template can be a starting point for businesses that need a CRM solution. You can easily customize the CRM as it is a formatted table with filtering, sorting, and display functions.
This template consists of 4 pages in total.
Settings Page: From this page, you can update the categories used in the template and revise them according to yours.
Lead Page: You can process and track your customers' contact information, meeting information, status, etc.
Opportunities Page: This is the page where you can follow the agreements made and followed with your customers in detail.
Dashboard: This page automatically calculates the data you have processed on other pages and presents it to you in graphs. You can follow a lot of data from this page. Number of leads, lead statuses, number of deals, status, financial amounts, etc.
With this CRM & Lead Tracker Excel Template, you will be able to track your customers and deals more regularly.
----------------------------------------------------------------------------
o This is an excel template
o Instant download. Download and use
o Simple and easy to use
o Simple and clean design
o Formatted to Print
o Excel 2007 and later versions
o Macros not used in the template.
----------------------------------------------------------------------------
* If you like our templates, Please Favorite our shop. Be notified when new templates are added.
* If you like this item please rate 5 Star Review. This is very important to us
----------------------------------------------------------------------------
Don't hesitate to revert back if you have any questions. I would be glad to help!
Visit my shop for other goal solutions:
https://www.etsy.com/shop/Excelanss
Save on CRM & Lead Tracker Excel Template | Lead Management Tool | Customer Relationship Manager | Sales Lead Tracker | CRM Database Sheet with a Etsy coupon
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 CRM & Lead Tracker Excel Template | Lead Management Tool | Customer Relationship Manager | Sales Lead Tracker | CRM Database Sheet.
Checkmate users have also been loving these products from Etsy.
Users have been saving products like this to their collections.
