Product Specs

Created by VeritasTemplates
File type PDF, ZIP
File size 40.91 KB
Date of Creation January 5 2023
Color blue
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Client Tracker CRM Spreadsheet for Google Sheets Description

Client Tracker CRM Spreadsheet for Google Sheets

Client Tracker CRM Spreadsheet, Client Management, Small Business Spreadsheet, Business Tracker, Customer List for Google Sheets

Do you own a small business and want a way to track your clients or a easy to use and cheap Client Relationship Management tool (CRM) then look no further

What’s included:

  • A digital download of the Client Tracker / CRM Excel tool (Free Google account required).
  • Instructions of what everything is and how to use it.
  • A built-in dashboard of graphs to really see your results.
  • Drop down lists to help categorise and speed up entering details.
  • The ability to filter, sort and search.
  • Download the free Google Sheets app to use on your mobile devices.

How is works:

  • You will need a free Google account.
  • You will receive a PDF containing a link and instructions.
  • Click on the link to open the template and then make a copy.
  • The template itself will have a tab which includes the instructions.
  • To use the template simply making another copy.

Don’t have a Google account? Simply set up an account with Google at no cost. Instructions here:
https://edu.gcfglobal.org/en/googleaccount/creating-a-google-account/1/

IMPORTANT – PLEASE READ:
This is an instant digital download; no physical product will be shipped to you.
No refunds, exchanges, or cancellations on digital purchases.

FOR PERSONAL USE ONLY- files may not be shared or re-sold.
If you have any questions at all, please feel free to message me 🙂 thanks for supporting my small business!
Thanks
John
© Veritas Templates 2022

Client Tracker CRM Spreadsheet for Google Sheets pinterest image.