{"product_id":"small-business-crm-excel-spreadsheet-client-tracker-sales-pipeline-lead-follow-up-tracker-customer-database-template","title":"Small Business CRM","description":"\u003ch2\u003eSmall Business CRM — Microsoft Excel Template\u003c\/h2\u003e\u003cp\u003e\u003cstrong\u003eKeep clients, leads and follow-ups organized in one workbook.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eManage client information, sales opportunities, follow-ups, interactions, tasks and internal client-value information with a connected Microsoft Excel CRM system built for small businesses and independent professionals.\u003c\/p\u003e\u003ch3\u003eWHAT'S INCLUDED\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eClean Microsoft Excel CRM workbook\u003c\/li\u003e\n\u003cli\u003eDEMO workbook with realistic example data\u003c\/li\u003e\n\u003cli\u003ePDF Quick Start \u0026amp; Instructions Guide\u003c\/li\u003e\n\u003cli\u003e10 connected Excel sheets\u003c\/li\u003e\n\u003cli\u003eClient Database with up to 100 usable rows\u003c\/li\u003e\n\u003cli\u003eSales Pipeline with weighted opportunity values\u003c\/li\u003e\n\u003cli\u003eFollow-Up Tracker\u003c\/li\u003e\n\u003cli\u003eActivity \/ Interaction Log\u003c\/li\u003e\n\u003cli\u003eTask Tracker with overdue status\u003c\/li\u003e\n\u003cli\u003eClient Revenue overview\u003c\/li\u003e\n\u003cli\u003eCRM Dashboard\u003c\/li\u003e\n\u003cli\u003eEditable dropdown lists and business settings\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHOW IT WORKS\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload the files after purchase\u003c\/li\u003e\n\u003cli\u003eOpen the workbook in Microsoft Excel\u003c\/li\u003e\n\u003cli\u003eAdd clients and leads\u003c\/li\u003e\n\u003cli\u003eTrack opportunities, follow-ups, activities and tasks\u003c\/li\u003e\n\u003cli\u003eReview pipeline, revenue and client metrics from the dashboard\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003ePERFECT FOR\u003c\/h3\u003e\u003cp\u003eFreelancers, consultants, agencies, coaches, creators, service providers and small businesses that want a practical spreadsheet-based client system without another monthly CRM subscription.\u003c\/p\u003e\u003ch3\u003eCOMPATIBILITY\u003c\/h3\u003e\u003cp\u003eDesigned for Microsoft Excel. EUR edition. A current desktop version of Microsoft Excel is recommended. Google Sheets, Apple Numbers and LibreOffice compatibility is not claimed for this edition.\u003c\/p\u003e\u003ch3\u003eDIGITAL DELIVERY\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eDigital download only.\u003c\/strong\u003e No physical item will be shipped. Your product files are delivered electronically after purchase.\u003c\/p\u003e\u003ch3\u003eLICENSE\u003c\/h3\u003e\u003cp\u003eFor the purchaser's own personal or internal business use. The files may not be resold, redistributed, shared, sublicensed, uploaded to another marketplace or sold as a competing template.\u003c\/p\u003e\u003ch3\u003eSUPPORT\u003c\/h3\u003e\u003cp\u003eIf you have trouble opening or using the workbook, contact EXILE DIGITAL STORE through the store Contact page and include your order details and a screenshot when helpful.\u003c\/p\u003e\u003ch3\u003eIMPORTANT LIMITATIONS\u003c\/h3\u003e\u003cp\u003eThis is a spreadsheet-based CRM organization system. It does not automatically send emails, make phone calls, sync contacts, import live CRM data or replace cloud CRM\/accounting software. It does not provide financial, accounting, tax or legal advice.\u003c\/p\u003e","brand":"EXILE DIGITAL STORE","offers":[{"title":"EUR Edition","offer_id":53844955595099,"sku":"EXILE-CRM-001","price":8.9,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1030\/6994\/2107\/files\/exile-crm-verified-cover_587c6a03-1118-4c6c-800f-7ee7c3936696.png?v=1787393949","url":"https:\/\/exiledigitalstore.com\/it\/products\/small-business-crm-excel-spreadsheet-client-tracker-sales-pipeline-lead-follow-up-tracker-customer-database-template","provider":"EXILE DIGITAL STORE","version":"1.0","type":"link"}