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Customer Relationship Management

Customer Relationship Management

$19.99 USD
$19.99 USD
Sale Sold out
This is a digital product. No physical product will be mailed to you.

Looking for an efficient way to keep track of your customers and streamline your sales process? Our Google Sheets CRM template is the perfect solution for small business owners, entrepreneurs, and sales professionals. This comprehensive and customizable template allows you to manage customer information, track interactions, and monitor your sales pipeline all in one place.

YouTube Tutorial
https://youtu.be/mGEMu88VWG4

🛑 IMPORTANT NOTE
•  You'll need a FREE Google account to use the template
•  This spreadsheet is only compatible with Google Sheets, NOT with Excel. 

🔍 Features:

  • Customer Information Tracking: Easily store and manage details for each of your customers, including contact information, notes, and more.
  • Interaction Log: Keep a detailed record of all interactions with your customers, helping you maintain strong relationships and follow-ups.
  • Sales Pipeline Management: Track potential sales from initial contact to closing the deal, ensuring you never miss an opportunity.
  • Customizable Sections: Tailor the template to fit your specific business needs, whether you're in retail, services, or any other industry.

🔧 How to Use:

  1. Download the Template: Purchase and download the template from the provided link.
  2. Open in Google Sheets: Upload the template to your Google Drive and open it in Google Sheets.
  3. Customize Your Template: Input your business information, customer details, and tailor the sections to fit your needs.
  4. Track Customer Interactions: Record interactions and updates in the designated sections to keep a detailed log.
  5. Monitor Your Sales Pipeline: Use the sales pipeline section to track potential sales from initial contact to closing.
  6. Stay Organized: Regularly update the template with new customer information and interactions to maintain accurate records.

👍 Why Choose Our Template?

  • User-Friendly: Designed for ease of use, even if you're not a spreadsheet expert.
  • Versatile: Suitable for a wide range of industries and business types.
  • Instant Access: Download and start using immediately after purchase.
  • Customizable: Adapt the template to suit your unique business needs.

Enhance your customer management and boost your sales with our Google Sheets CRM template. Buy now and take the first step towards a more organized and efficient business!

This is a digital product. Nothing physical will ship.

What You Will Receive

You will receive this product as an editable Google Sheets file.

Accessing Your File

After your purchased has been confirmed, you will receive an email with your files to be downloaded. This email will arrive within 5 minutes.

If you have not received your file after 10 minutes, make sure to check your junk email.

Terms of Use

It is prohibited to resell, share, reproduce
this product or distribute this product, either in part or in full, with or
without modifications.

The contents are for information only, not
financial, legal, or accounting advice. I am not responsible for any harm, damages, loss, claims, costs, or other issues from using the document.

Returns

Due to the nature of digital products, all sales are final. Once a purchase is completed and the product is delivered, we are unable to offer returns, exchanges, or refunds. By completing your purchase, you acknowledge and agree to this policy.

However, if you are unsatisfied with your product, please reach out.

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