Customer Relationship Management + Invoice Tracker (CRM Excel Template)

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Customer Relationship Management + Invoice Tracker (CRM Excel Template)

The CRM Lite template supports your sales, organizes Contacts and Deales in a more effective way

The spreadsheet consists of 4 main modules automating your work: My CRM, Summary, Contact list and Deals.

Customer Relationship Management can be a strategy or simply actions aimed at supporting sales, marketing, and other processes, where the overriding goal is to focus on the customer’s needs.

  • Single-User
  • Modifiable
  • Business
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It’s ok to change your mind. You can cancel your purchase within 14 days and receive a refund provided that you have not started downloading your product.

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Description

Customer Relationship Management Lite + Invoice Tracker

Can today’s business run without CRM? Customer Relationship Management can be a strategy or simply actions aimed at supporting sales, marketing, and other processes, where the overriding goal is to focus on the customer’s needs.

We have created a product for you to organize your Contacts with Excel template, product is based on the latest trends related to CRM. The Customer Lead sheet supports your sales, tracks support your deals in a more effective way

Best for:

  • Sole proprietorship
  • Sales teams
  • Sales Representative
  • Small companies

Main features:

  • Reminders about key activities
  • Customer Relations Management (CRM)
  • Checking and tracking payments – invoices
  • Invoice template ready to print
  • Sales support
  • Deal analyzer
  • Work automation
  • Analytical Dashboard
  • Template without VBA code/scripts
  • Analysis of failures and successes
  • Customer list templates
  • Customer lead sheet
  • Deal database
  • Transparent data structure
  • Modern and clear design.
  • Secure payment (PayPal watches over transactions)
  • Instant Download
  • No usage fees
  • A fully editable file (Premium & Enterprise version)

How to track sales with Excel template?

The spreadsheet consists of 4 main modules automating your work.

CRM in 4 steps, Add a Contact, Make a Deal, Set your deadlines, Track your deals

My CRM:

The Dashboard, as the most important part of Customer lead Spreadsheet, creates value for you. It presents the key actions that should be taken to make Deals and strengthen the relationship with the customers.

Invoice verification:

The functionality allowing you to track invoices sent to customers. Simply add invoices to the deals records, this solution helps you to manage your business more efficiently. Controlling invoices is done by saving the most important invoice information and determining the status that will remind you of the due date. It also contains an invoice template partly filled and ready to print/create pdf!

If you want to use CRM product without invoices, Click here.

Summary:

An analytical dashboard showing sales and a handful of useful information. Includes a sales funnel in order to support you in controlling the sales process, and finally presents the progress of the sales. The next tables inform you about the contractors, on which we should focus more. The dashboard offers verification of unsuccessful sales, and also allows you to add your own custom CRM reports.

Contact list:

In this part, you will place your contractors, notes and manage appointments. It is a synthetic table that can be easily adapted to your needs.

Deals:

The core of your company’s sales. To control efficiently your budget, you will write down in this sheet all deals, both won, and lost. The sheet helps you find out when each deal must be completed, check the progress and arrangements. It is a treasury of knowledge about your sales activities, why some deals failed and what to do to increase the sales.

 

How to use CRM?

Provide your Data

In Company and Main contact section, you have to add Name (of your customer or contractor) at least.
The Events section is the heart of CRM.
There you can record when you contacted your client first and last time as also which day you have arranged the meeting. Here they are 2 auto update columns: “Contact in 2 days” and “Deals value”. Deals value is the sum of all deals with selected customers.

Now you can start your work and make some deal

First, choose your Customer from drop-down list- Contacts sheet is the source.

best free crm excel template

 

 

 

 

 

Then add Deals info, Deals Value and current progress.

sales funnel chart excel template

 

 

and finally set your deadlines and notes.

excel crm database template

Handling a Deal

Change Deals info ever time you want, for example progress status:

excel crm template software

 

 

 

 

When work is done, create invoice
Goto Invoice template sheet, fill it with your data and print (pdf)

Handle invoice status
Just enter invoice date and number and due date.
Balance Due is calculated, but you can modify it anyway
Update Invoice Status teg correct sales pipeline.

Invoice sales pipeline

Use the Dashboard and continue your work

After recording some deals and contacts, you should see what you have to do in the next 7 days.
It literally checks for your appointments and deadlines.

Settings Sheet

You can use it when you exactly know what you’re doing

Content:

  • Excel file compatible with Excel 2010 and higher (+ sample template)
  • Link to Google Sheets (Premium, Enterprise)
  • Discount code -8% (Standard)
  • Discount code -12% (Premium, Enterprise)

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  • Apps: Excel & Google Sheets*
  • Discount Code: 15%

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  • Commercial Use
  • VBA code*
  • Support*
  • Users: More than 5*
  • Apps: Excel & Google Sheets*
  • Discount Code: 15%

Commercial Use: Remember, you can use it in your business, but you can't resell it!

  • *Editable: Premium & Enterprise: Sheets are protected due to unexpected formulas modification. You can unprotect. No password is required
  • *VBA code: Templates using the VBA code are marked with the appropriate information in the description
  • *Support: We help in the implementation of the file and in small modifications of the template
  • *Users: If you intend to have more than 5 users or copies of the template, then you must choose the Business license.
  • *Apps: VBA supported templates are available only on MS Excel.

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