• Client Tracker CRM Spreadsheet for Microsoft Excel cover image.
    Client Tracker CRM Spreadsheet for Microsoft Excel cover image.
  • Client Tracker CRM Spreadsheet for Microsoft Excel preview image.
    Client Tracker CRM Spreadsheet for Microsoft Excel preview image.
  • Clean Client Tracker CRM for Microsoft Excel preview image.
    Clean Client Tracker CRM for Microsoft Excel preview image.
  • Simple Client Tracker CRM for Microsoft Excel preview image.
    Simple Client Tracker CRM for Microsoft Excel preview image.
  • Modern Client Tracker CRM for Microsoft Excel preview image.
    Modern Client Tracker CRM for Microsoft Excel preview image.
Created by VeritasTemplates
File type XLSX
File size 122.15 KB
Date of Creation January 3 2023
Color blue
Rating
5 (15)
Category

Client Tracker CRM Spreadsheet for Microsoft Excel Description

Client Tracker CRM Spreadsheet for Microsoft Excel, Client Management, Small Business Spreadsheet, Business Tracker, Customer List.

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 spreadsheet (Microsoft Excel 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 Microsoft Excel app to use on your mobile devices.

How is works

  • You will need Microsoft Excel on your computer.
  • You will receive the template as a zip file.
  • Save the template to your computer.
  • The template itself will have a tab which includes the instructions.
  • To use the template again for another month simply save under a new name and re-use.

IMPORTANT – PLEASE READ:

This is an instant digital download; no physical product will be shipped to you.

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

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