EXILE Digital Store Small Business Client and CRM Tracker

Small Business CRM

EUR Edition
€8,90
Passa alle informazioni sul prodotto
EXILE Digital Store Small Business Client and CRM Tracker
  • EXILE Digital Store Small Business Client and CRM Tracker
  • Small Business CRM workbook sheets overview with client pipeline follow-up tasks revenue and dashboard
  • Small Business CRM client database workbook preview in Microsoft Excel
  • Small Business CRM sales pipeline with deal stages values and follow-up status
  • Small Business CRM follow-up tracker workbook preview
  • Small Business CRM task tracker with priorities due dates and status
  • Small Business CRM client revenue overview in Microsoft Excel
  • Small Business CRM dashboard with pipeline tasks revenue and client metrics
  • EXILE Digital Store Small Business Client and CRM Tracker
  • Small Business CRM workbook sheets overview with client pipeline follow-up tasks revenue and dashboard
  • Small Business CRM client database workbook preview in Microsoft Excel
  • Small Business CRM sales pipeline with deal stages values and follow-up status
  • Small Business CRM follow-up tracker workbook preview
  • Small Business CRM task tracker with priorities due dates and status
  • Small Business CRM client revenue overview in Microsoft Excel
  • Small Business CRM dashboard with pipeline tasks revenue and client metrics
Small Business CRM

Small Business CRM

€8,90
TitleEUR Edition

Small Business CRM — Microsoft Excel Template

Keep clients, leads and follow-ups organized in one workbook.

Manage 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.

WHAT'S INCLUDED

  • Clean Microsoft Excel CRM workbook
  • DEMO workbook with realistic example data
  • PDF Quick Start & Instructions Guide
  • 10 connected Excel sheets
  • Client Database with up to 100 usable rows
  • Sales Pipeline with weighted opportunity values
  • Follow-Up Tracker
  • Activity / Interaction Log
  • Task Tracker with overdue status
  • Client Revenue overview
  • CRM Dashboard
  • Editable dropdown lists and business settings

HOW IT WORKS

  1. Download the files after purchase
  2. Open the workbook in Microsoft Excel
  3. Add clients and leads
  4. Track opportunities, follow-ups, activities and tasks
  5. Review pipeline, revenue and client metrics from the dashboard

PERFECT FOR

Freelancers, consultants, agencies, coaches, creators, service providers and small businesses that want a practical spreadsheet-based client system without another monthly CRM subscription.

COMPATIBILITY

Designed 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.

DIGITAL DELIVERY

Digital download only. No physical item will be shipped. Your product files are delivered electronically after purchase.

LICENSE

For 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.

SUPPORT

If 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.

IMPORTANT LIMITATIONS

This 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.

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