Use the Google Sheets CRM template for freelancers & agencies: enjoy the flexibility of a spreadsheet-based CRM to streamline your client operations!
Learn how to create a spreadsheet CRM using Google Sheets with our free template. Track client interactions and build a dashboard using our step-by-step guide.
Unlock Business Success with Our Small Business CRM Google Sheet Template! Dive into efficiency with a powerful tool designed to make your life easier & elevate your customer relationship management game, all on Google Sheets. Why Choose Our CRM Spreadsheet? - Boost Productivity: Streamline your processes and boost productivity with an highly-intuitive & user-friendly spreadsheet. - Data-Driven Decision-Making: Make informed decisions backed by real data and comprehensive analytics. - Tailored for Small Businesses: Perfectly crafted for entrepreneurs, freelancers, and small business owners seeking a robust yet simple CRM solution. - Versatile Usage: Whether you're in product or service-based business, our CRM adapts to your needs, ensuring you stay on top of every opportunity. Key Features: - Opportunity Tracking: Effortlessly monitor and progress opportunities from initial contact to deal closure. - Account 360: Centralise all client data for quick and easy access. - Sales Analytics: Visualise your sales performance with easy-to-understand analytics and charts. - Task Log: Keep track of all tasks with clients for a seamless customer experience How Does Our CRM Work? - Input Data: Easily input and update client details, opportunities, and tasks. - Monitor Opportunities: Track the progress of each opportunity through dedicated customisable stages. - Gain Insights: Leverage analytics to identify trends, opportunities, and areas for improvement. - Improve Communication: Enhance client communication with centralised log of all interaction. How Do We Support You? - Setup Guide: Our comprehensive set up guide will walk you through the configuration process step-by-step to ensure you get the most out of this template. - Dedicated & Experienced Support: We have a dedicated support email, we'd be happy to help you with any and all queries. - Help Text: Every single field cell in our template has help text that not only explains what the field means, but how to best utilise it! - FAQ section: There is a section in our setup guide dedicated to frequently asked questions, to give you the answers you need, instantly!
Track clients with this easy-to-use CRM template for Google Sheets. Gmail sync, Toggl time tracking, automated dashboards & more.
THIS IS A DIGITAL ITEM. YOU RECEIVE ACCESS TO A GOOGLE SHEET & EXCEL FILE Are you looking for the ultimate client tracker for your business? This client tracker Google Sheets & Excel spreadsheet can be used as your CRM and is the perfect way to manage your clients, leads, tasks, invoices, and more! Use the tasks sheet to track your to do list and visualize your tasks for each client using the Gantt chart. Use the invoice tracker to make sure you get paid on time, and use the invoice template to create invoices. The dashboards automatically update, everything is color-coordinated, and the sheets are easy to use on any device! What You Receive: • Upon purchase, you will receive a PDF file with a link to a Google Sheet • An Excel document is also included • 6 total sheets: Dashboard, Client List, Task Tracker, Gantt Chart, Invoice Tracker, Invoice Template • Each sheet has instructions for how to use the files • A free video tutorial showing you how to use the client tracker is also included What Is Required To Access The Files: • Internet access for the Google account (Create a free account: https://accounts.google.com/SignUp) • An Excel document is also included Features: • Dashboard automatically updates in real-time • View your top revenue-producing lead sources • Sheets are color-coordinated by priority, status, and source • View tasks for each client in an automatic Gantt Chart • Invoice tracker and invoice template included • Easy and fun to use! Terms Of Use • Files are for personal use only. Resale or redistribution of files is not permitted • This is a digital product. No physical items will be sent • All downloads are non-refundable © Copyright Dressed In Joy
Track clients with this easy-to-use CRM template for Google Sheets. Gmail sync, Toggl time tracking, automated dashboards & more.
[PLR Kundenbindungs- und Kundenbeziehungs-Tracker, crm tracker, crm Business, Kunden-Tracker | Verfolgen Sie Kunden und Interessenten in einer Tabelle] 👋 MRR PLR KUNDENBEZIEHUNGS-MANAGEMENT-TABELLE - GOOGLE SHEETS Das Kundenbeziehungs- und Kundenbindungs-System (CRM) ist einer der wichtigsten Aspekte eines jeden Unternehmens. Die Entwicklung starker, vertrauensvoller und dauerhafter Beziehungen zu Ihren Kunden ermöglicht es Ihnen, ein gutes Image für sie zu pflegen und die Weichen für Wachstum zu stellen. Mit unserem Template für crm Google Sheets können Sie Ihre Aufgaben und deren Status nachverfolgen, Kundenbeziehungen pflegen, einen Terminplan planen und vieles mehr! 📌 REGLER: ➤ Anleitungsseite: Greifen Sie auf eine spezielle Seite mit detaillierten Anweisungen und Beispiel-Mockup-Daten zu, die zeigen, wie Sie die Nutzung der Vorlage maximieren und Ihren crm-Prozess optimieren können. ➤ Kontaktinformationen: Erfassen Sie die Kontaktinformationen der Kunden für maßgeschneidertes Marketing basierend auf den Kundenanforderungen. Filtern und priorisieren Sie Ihre Kunden basierend auf der Bedeutung, Position und anderen notwendigen Metriken. ➤ Opportunity: Projektwert einschätzen, Wahrscheinlichkeiten für Opportunitäten zuordnen. Detaillierte Informationen einschließlich des Status und des möglichen Wertes aufzeichnen. Verfolge die Möglichkeiten für Kunden, priorisiere nach Zeit, Wert und Kundenpriorität. ➤ Interaktion: Verfolge und analysiere Kundeninteraktion, um bessere Einblicke in das Unternehmen zu bekommen. Drop-Down-Option für einfache Änderung von Daten, die angepasst werden können. ➤ Dashboard: Verschaffen Sie sich einen klaren Überblick über die Leistung von Account-Managern durch Opportunity-Tracker, offene Aufzeichnungen, Potenzial und Win-Rate. Vorberechnete Daten und Formeln für automatische Messungen und Transformationen. ❤️ MRR PLR BUNDLES & SAVERS VERWANDTE AUFLISTUNG Kleines Business Paket https://www.etsy.com/in-en/listing/1699947530 Team-Manager-Bundle https://www.etsy.com/in-en/listing/1714549617 ✨ | MERKMALE | • Kompatibilität mit mehreren Geräten: Zugriff auf allen Geräten, einschließlich Macs, PCs, Smartphones und Tablets. • Ästhetisch ansprechendes minimales Design - Haushalt schön gemacht! • Automatische Berechnungen - Konzentriere dich auf dein Geschäft, nicht auf komplizierte Formeln. • Optimierter Inhalt - keine unnötigen überladenen Abschnitte. • Passend für jedes Kalenderjahr. 👋 Engagierter Support von unserem Shop ➡️ Wie unterscheidet sich eine MRR PLR/Wiederverkaufstabelle von einer regulären Tabelle? MRR & PLR Kommerzielle Lizenztabellen sind vollständig anpassbar, was bedeutet, dass sie NICHT von der Quelle, den Formeln, den Tabs und der Anzahl der Zeilen ausgeschlossen sind, so dass Sie das Layout, die Designfarbe, die Diagrammtypen und die Sprache ändern und alle hinzufügen können zusätzliche Funktion nach Bedarf. Alle wichtigen Formeln und Diagramme sind enthalten, und die Vorlage kann vollständig an Ihre individuellen Anforderungen angepasst werden. Sie können diese Vorlage weiterverkaufen / teilen und alle Gewinne mit nur einem Kauf behalten. 🖤 NUTZUNGSBEDINGUNGEN Diese Tabelle enthält die MRR und die Privatmarkenrechte PLR - was bedeutet, dass du: * Verkauf ohne Änderungen (Mockup-Bilder MÜSSEN geändert werden) * Umbenennung/Änderung so viel oder so wenig wie du möchtest * Verwenden Sie es, um andere digitale Produkte zu erstellen * Verkaufe es als deine eigenen MRR & PLR Produkte wenn du möchtest! * Wenn es als MRR-Produkt verkauft wird, sollte der MRR-Mindestproduktpreis nicht geringer als der tatsächliche Setpreis in diesem Shop sein. ✅ Was können Sie außerdem mit diesen Vorlagen machen? Biete deine Dienste als Verkäufer digitaler Produkte an und benutze diese Vorlagen, um den Prozess zu beschleunigen (für das Entwerfen von Vorlagen kannst du einfach auf Upwork Fiverr usw 👉 Bei Fragen kannst du dich gerne über Etsy oder über www.plrduck.com an uns wenden - Dieses Produkt ist ein digitaler Download, daher sind alle Verkäufe endgültig. BITTE stelle alle Fragen vor dem Kauf - ich helfe immer gerne! 📥 WIE ES FUNKTIONIERT • Um diese Vorlage verwenden zu können, ist ein Google-Konto (kostenlos) erforderlich. Es ist nicht mit Excel kompatibel. • Nach dem Kauf erhältst du eine E-Mail mit einem Link zu deiner digitalen Datei, der dich zu deiner Tabelle weiterleitet. • Du kannst auf die Datei auch über den Abschnitt 'Käufe und Bewertungen' deines Etsy-Kontos zugreifen. • Starte mit deiner brandneuen Vorlage! 🙏 Vielen Dank für Ihren Besuch in unserem Shop. Wir hoffen, Sie haben etwas gefunden, das Sie lieben, und können es kaum erwarten, Sie wiederzusehen! 💕 © TemplateLifeCo
Track clients with this easy-to-use CRM template for Google Sheets. Gmail sync, Toggl time tracking, automated dashboards & more.
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 Tutorialhttps://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: Download the Template: Purchase and download the template from the provided link. Open in Google Sheets: Upload the template to your Google Drive and open it in Google Sheets. Customize Your Template: Input your business information, customer details, and tailor the sections to fit your needs. Track Customer Interactions: Record interactions and updates in the designated sections to keep a detailed log. Monitor Your Sales Pipeline: Use the sales pipeline section to track potential sales from initial contact to closing. 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!
Track clients with this easy-to-use CRM template for Google Sheets. Gmail sync, Toggl time tracking, automated dashboards & more.
Track clients with this easy-to-use CRM template for Google Sheets. Gmail sync, Toggl time tracking, automated dashboards & more.
Someka's CRM Google Sheets Template will help you to track your tasks, their status, manage your business relations with your clients and plan your schedule. *** This price is for the Lifetime Single-User License *** For different licensing and payment options, check the original product page: https://www.someka.net/products/crm-google-sheets-template/ PRODUCT DESCRIPTION Customer Relationship Management (CRM) is undoubtedly one of the most critical aspect of any company. Developing strong and long-lasting relationships with clients is key to grow your business. CRM Excel template will assist you to increase your sales and client retention. Video tutorial: https://www.youtube.com/watch?v=8NaDVwNLJJM Someka's CRM template will allow you to monitor tasks, schedule your work, and set reminders for all your appointments and meetings. It contains four sections where you can input your data to analyze it. The main parts of the Google Sheets template are as follows: - Dashboard and Settings - Address Book - Tasks List - Tasks and Process Records - Process Pipeline Sheet - Calendar - Salesmen Performance - Conversion Rate Excel CRM Template Features Summary: - Manage all your customer relations in Google Sheets - Observe tasks in a Chart and Kanban boards - Informational notes included - No installation needed, ready to use - Works on any operating system - Suitable for any device including mobile, tablet, desktop *** This price is for the Lifetime Single-User License *** For different licensing and payment options, check the original product page: https://www.someka.net/products/crm-google-sheets-template/
Learn how to build a full-featured, automated contact management system (or CRM) with just a spreadsheet.
Download Download Google Sheets module for Perfex CRM Twoway Spreadsheets Synchronization Nulled Free Nulled. Download Google Sheets module for Perfex CRM Twoway Spreadsheets Synchronization Nulled.
Learn how to build a full-featured, automated contact management system (or CRM) with just a spreadsheet.
Learn how to build a full-featured, automated contact management system (or CRM) with just a spreadsheet.
Hey there project managers! Sick of trying to keep track of ALL the stakeholders in your project and remembering EXACTLY who you really need to keep on your side? Here is your solution! I developed this excel sheet for use on my own projects and I can’t work without it now. Simply add the details of your STAKEHOLDERS into the main sheet, select what you see with the simple slicers and view your charts - ITS ALMOST COMPLETLY AUTOMATIC! The slicers update to reflect YOUR data - you can even use the outputs for reporting with no extra effort at all! - its all there at the click of a button. I have loads more Project Management tools in my Etsy shop – please do check them out! https://www.etsy.com/uk/shop/LinziBeeDesigns/ Or check out my Automated Gantt chart Project Planner https://www.etsy.com/uk/listing/1276241158/ This sheet is an EXCEL Download that has been tested with GOOGLE SHEETS so that you can manage and organise all your customers, stakeholders or suppliers in one place whatever tool you are using. 1. See all your stakeholders and how much risk they pose to your project 2. Track engagement and potential issues 3. Select, see and edit all your data easily using shortcut "slicer" buttons To download your item after purchase, please go to: Your Account > Purchases and reviews and download the files. The download bundle will include: • 1 x excel workbook with 4 sheets o 1 People tab o 1 summary tab (dashboard) o 1 instruction sheet o 1 extra sheet to assist you in adding rows if you run into any problems To download your item after purchase, please go to: Your Account > Purchases and reviews and download the files.
Learn how to build a full-featured, automated contact management system (or CRM) with just a spreadsheet.
Excel version -> https://www.etsy.com/listing/1761007591 This All in one Google Sheets Client Tracker Spreadsheet includes a call tracker, email tracker, task tracker, invoice tracker / invoice log, project tracker and meeting tracker. It helps you stay organized by managing your clients' information efficiently. This Google Sheets template is designed to be both attractive and functional for small business owners. This Google Sheets Small Business Template can serve as a business planner, business spreadsheet and lead tracker, allowing you to track where your clients are coming from using the Client Source Chart in our user-friendly CRM dashboard. INCLUDES ✏️ 1 Google Sheets Template with 9 tabs - 1 tab for Client Tracker - 1 tab for Call Tracker - 1 tab for Email Tracker - 1 tab for Task Tracker - 1 tab for Project Tracker - 1 tab for Invoice Tracker - 1 tab for Meeting Tracker - 1 tab for Task Calendar View - 1 tab for Labels and Colors Customization (SETUP tab) COMPATIBILITY ✔️ This spreadsheet is specifically designed for Google Sheets ✔️ Works on a Mac & PC with a web browser ✔️ Works on iPhone, iPad, Tablet and any smart phones with the free Google Sheets App ❌ Does NOT works on Excel KEY FEATURES IN CLIENT TRACKER ✏️ Client Priority Chart- automatically groups your clients by priority as you add them. ✏️ Client Status Chart- Groups your clients by status, so that you can easily see your progress. ✏️ Client Source Chart- Groups your clients by source, so that you can easily see where your clients are coming from. ✏️ Overall Progress Counter - to track your overall progress. ✏️ Colors - color code your clients ✏️ Fully customizable - feel free to add or change the labels for client types, status and source. (No Limit) ✏️ Easily add and delete rows within the table CLIENT TO-DO LIST ✏️ Task Priority Chart- automatically groups client tasks by priority as you add them. ✏️ Task Status Bar - view the change in percentage of each status as you update your tasks from "To Do" > "In Progress" > "Done" or "Cancelled". ✏️ Overdue Task Counter - view the number of overdue tasks. Overdue tasks will be highlighted red in the list. ✏️ "Due Today" Counter - view the number of tasks that due today. ✏️ Colors - color code your tasks with tags ✏️ Sort & Filter feature - organize tasks by their tags, priority, status, person in charge and even its title, the sorted order will be reflected on all views. ✏️ Fully customizable labels and colors ✏️ Filtered View - Easily view the task history of a specific client ✏️ Easily add and delete rows within the table WHAT YOU WILL NEED: ✔️ A free Gmail account, to access Google Sheets. WHAT YOU WILL RECEIVE ✔️ A PDF file containing instructions and link to the Google Sheets template. MORE FROM US Client Call & Email Tracker https://www.etsy.com/listing/1370194342 Inventory Tracker https://www.etsy.com/listing/1368279814 Budget Tracker - Plant A Tree Template https://www.etsy.com/listing/1328603625 To Do List + Weekly Scheduling - Plant A Tree Template https://www.etsy.com/listing/1299142266 Habit Tracker - Plant A Tree Template https://www.etsy.com/listing/1286326058 This item is for personal use and cannot be resold, redistributed, or used for any commercial purposes.
Track clients with this easy-to-use CRM template for Google Sheets. Gmail sync, Toggl time tracking, automated dashboards & more.
This is an Excel Spreadsheet that helps you to track your clients as you talk with them, set follow-ups, and create tasks and notes. This is a CRM tool that can help you know when to talk with your next client, which clients are in the high-priority status, and more! ★ What's included? ★ PLEASE NOTE THIS IS A DOWNLOADABLE PRINT AND NO PHYSICAL ITEMS ARE INCLUDED. You will receive 2 Excel Spreadsheets with this listing: - Excel Spreadsheet Worksheet .xls file - Google Sheets Excel Spreadsheet Planner Template (Please note: This printable is for personal use only and cannot be resold or given away as a freebie) Why should I order printables? ~ Instant Download ~ No Waiting ~ No Shipping Fees ~ You can print as many as you want! _______________________________________________________________ Your colors that you print out may be a bit different than your computer. It all has to do with color calibration of your monitor. So my pink may be darker than your pink at home, make sense? Make sure you use real good paper quality, so it prints nice too! Remember - this is an instant download. Nothing will be mailed to you. Please note that you’ll be receiving just downloads to print these out at home. Make sure your printer has fresh ink so they look pretty! Or you can always take them and get them printed at a professional photocopy place. _______________________________________________________________ Refunds and Exchanges Hey there - so I understand sometimes we buy things and they don’t look the way we planned. I don’t like to do refunds, cause hey - how do I know you didn’t already use it? But listen - I’m an easygoing chick, so if you have a serious concern about your order, holler at me in the messages and we can work something out. Our items are copyrighted by savvy and Thriving. Please understand these items are for personal use only. You can print and use, but please don’t resell, reproduce, or anything else uncool. _______________________________________________________________ Enough about the serious stuff…. Let me know how your debt free journey is going! I’d love to hear about your success! Good luck to you! One little step at a time!
Learn how to build a full-featured, automated contact management system (or CRM) with just a spreadsheet.
🚀 Elevate Your Sales with Our CRM Google Sheets Template for Automated Processes and Lead Tracking! Transform your sales strategy with our comprehensive CRM Google Sheets template designed to automate processes and streamline lead tracking. Perfect for entrepreneurs and businesses, this template empowers you to manage contacts, organizations, and opportunities seamlessly. 📁 Organizations & Contacts Tabs: Effortlessly organize and access crucial information about your contacts and their organizations. Capture details such as company name, contact information, contact type, source, and other valuable notes to enhance your relationship management. 💼 Opportunities: Take charge of your deals with a dedicated tab to monitor the progress of opportunities. Track each deal stage meticulously, ensuring you never miss a chance to win over potential clients. 📊 Dashboard: Get a quick snapshot of your deal stages with detailed insights into won and closed opportunities. The dashboard provides a visual representation of the current situation, allowing you to make informed decisions for your business. 📥 PDF File with Google Sheets Links: Upon purchase, you'll receive a convenient PDF file containing links to access the Google Spreadsheets instantly. Effortless setup and integration for a hassle-free experience. 🌟 Why Choose Us? Efficient Sales Automation Seamless Lead Tracking Clear Visualization of Deal Progress PDF Guide for Quick Access Regular Updates with New Templates 🛍️ Don't Miss Out! Favorite our shop to stay updated on new, ready-made Google Sheets templates. Elevate your business processes and stay ahead of the competition! 🔗 Link to Microsoft Excel version: https://www.etsy.com/listing/1363873180/crm-excel-template-client-tracker Ready to enhance your sales strategy? Purchase now and experience the power of efficient automation! 🌐 QuickSheetsCo - Your Trusted Partner for Productivity Tools
Track clients with this easy-to-use CRM template for Google Sheets. Gmail sync, Toggl time tracking, automated dashboards & more.
Simplify your client management with this Client Tracker Spreadsheet for Google Sheets Are you a freelancer or consultant? Do you need a flexible client tracker that allows you to track multiple projects per client? The Simple Client Tracker Google Sheets template is for you. You’ll be able to manage your client relationships (never miss a follow up again), track your deals/projects through the sales process, stay on top of invoices and payments (whether paid in full or in instalments), and track your tasks with ease. Here’s what’s included: DASHBOARD & ALERTS TAB: Your Client Command Center that shows you if you have tasks due, invoices due, or follow-up due...plus monthly charts showing the amount paid and balance remaining for invoices sent on a monthly basis. There are two charts: one where the payments are shown by invoice due month (so you can see the payments due for invoices issued each month), the other where the payments are shown by payment date month (so you can see the sum of payments you're receiving by month). CLIENT DATA TAB: Get filterable charts to look at your charts in detail (by a specific client, deal pipeline stage, project start date, or invoice due date). CLIENTS TAB: Your CRM where you can enter in your Client details, as well as any follow-up dates. Rows will automatically be highlighted if a follow-up is due (and you'll also see the follow-up on your Dashboard and Alerts tab). PROJECTS & INVOICES TAB: Link projects/deals to clients, track the deal stage for each, plus the project status, and deal amounts. Once you send an invoice, easily see if it’s due but not paid in full with automatic row highlighting. PAYMENTS TAB: Enter in partial or full payments of your invoices, and your charts will update automatically. TASKS TAB: Easily connect your tasks to a project and client with a single dropdown, track their status, and easily see when they’re due with row highlighting. TASK CALENDAR TAB: Visualize your tasks in this dynamic calendar. SETUP TAB: Customize your tracker to meet your needs How to access your template: 1. You will receive a PDF file with a link to the template in Google Sheets. You'll find this under Purchases & Reviews on your Etsy account (it will also be emailed to you) 2. You will also receive instructions on how to use your template 3. You will need a Google account (it's free) to use the template 4. Click Access Your Template Here and your template will open up in your browser. Click on 5. Access Template in the top right corner Message me on Etsy if you have any other questions! Please Note: •This is a digital download: your Google Sheets template will be available as soon as you order. No physical items will be sent after purchase. •You must have a (free) Google account to use this template. •This Google Sheets template is for personal use only and can’t be re-sold (either in parts or in its entirety) without permission from the creator.
Imagine having an aesthetic tracker to keep your customer data, managing and maintaining great relationships with all the VIPs has never been so easy! 👇 This Client Tracker Spreadsheet is designed to keep your client database organised. >> It comes with dynamic charts and graphs to provide insights into your existing client so you can find more of them strategically! WHO IS IT FOR ? ✓ Small business owners looking for a way to manage client professionally ✓ Service-Based Business (i.e. SMM, Virtual Assistant) ✓ Influencers - To Manage Brand Deals CUSTOMER INSIGHTS DASHBOARD >> Not just a tracker, it offers you valuable insights into your existing client base & answers business questions! ✓ How does the client find out about your biz? ✓ Most Common Client Types (Based on your categorization) ✓ Project Status Monitoring ✓ Payment Status Monitoring 100 % EDITABLE, CUSTOMIZABLE TEMPLATE ✓ Edit, add, hide or remove fields as you wish ✓ Change colour for your brand ✓ Easily accessible in mobile, tablet, and desktop (optimized for desktop) ✓ You get FULL access to the template ! WHAT'S INCLUDED : ◪ 1 Google Sheets File with 3 Tabs ✓ Tab 1: Client Tracker - This page contains a mini dashboard & tracker. Analytics dashboard on top auto-populates based on your client data - MAGIC! ✓ Tab 2: Settings - This page allows you to customise all the categories easily, incl. Client Types, Project Status, Payment Status. ✓ Tab 3: Example of the Client Tracking & Instructions Guide NOTE: This is a Google Sheet template, not Microsoft Excel. You need to have a Google Account (which is free) to be able to use this template. 𝙁𝙖𝙦 & 𝙎𝙝𝙤𝙥 𝙋𝙤𝙡𝙞𝙘𝙮 » Common Questions Asked are listed below for your reference. » Please READ the descriptions carefully BEFORE purchase. You're welcome to ask further questions by messaging me :) » We do not accept returns and cancellation after item has been dispatched. But we are always here to help if you face any issue with your purchase. » All listings in my shop are digital items, you would not receive any physical items or printings. » You cannot share this template or redistribute the editable template. This template is strictly for personal use. For commercial license, please keep in touch with us to understand more. » You cannot resell this template as your own or monetize any aspect of this template » The template is for people who can use Canva & Google Sheets and have a basic level of understanding of using it. » Each template is professionally designed and it is strictly prohibited to resell on any online platform or distribute as your own. Once purchased, the customer is solely responsible for the editing process and Danalyser Templates will not be held responsible for any discrepancy in edited template versions.
Das Set mit monatlicher Haushaltsverfolgung, monatlicher Haushaltsverfolgung und Schneeball gibt's hier: https://www.etsy.com/listing/1472282259 🌱 Pflanzen Sie einen Kaktus und sparen Sie Geld 🌳 Entworfen um schön, einfach und unobstruktiv zu sein, diese Digital Sinking Funds Tracker Google Sheets Vorlage verwendet ein einfaches „Plant A Tree“ Konzept, um die Benutzer zu motivieren, die Gewohnheit des Sparens zu üben, um ihr Sparziel / ihre finanzielle Ziele auf lustige und einzigartige Weise zu erreichen . Beobachten Sie, wie aus Ihrem Bäumchen ein Kaktus wird 🌳 während Sie Ihre Ersparnisse in dieser schönen Vorlage / Spargeld-Tracker aufzeichnen. 🌱 Dies ist ein finanzieller Zielplaner, Spar-Tracker, Ersparnisplaner, der in einer Tabelle Vorlage für Google Sheets zusammengestellt ist. Er kann auch als Weihnachtsersparnis-Tracker, Urlaubsersparnis-Tracker, Hausersparnis-Tracker und sogar für verschiedene Kassen dienen! INKLUSIVE 🌱 1 Google Sheet Vorlage mit 2 Tabs - 1 Reiter für Sinking Funds Dashboard - 1 Reiter fürs Sparbuch (trage hier deine Sparhöhe ein) KOMPATIBILITÄT ✔️ Diese Tabelle wurde speziell für Google Sheets entwickelt ✔️ Funktioniert auf einem Mac & PC mit einem Webordner ✔️ Funktioniert auf iPhone, iPad, Tablet und Smartphones mit der kostenlosen Google Sheets App ❌ Funktioniert NICHT auf Excel SCHLÜSSELMERKMALE 🌱 Sofortiger Download 🌱 Der Baum wird basierend auf Ihren Fortschritten beim Erreichen Ihres Sparziels wachsen 🌱 Behalte bis zu 25 sinkende Gelder im Auge! (Melden Sie uns, wenn Sie mehr benötigen) 🌱 Unterstützt laufende Spargelder (Einfach den Startbetrag einstellen) 🌱 Ändere ganz einfach das Symbol mit nur einem Klick! 🌱 Berechnet automatisch den gesamten gesparten Betrag für jeden sinkenden Fund 🌱 Berechnet automatisch den Betrag, der noch zu sparen ist 🌱 Berechnet automatisch die Anzahl der verbleibenden Monate bis zum Erreichen deines Sparziels 🌱 Berechnet automatisch den angesparten Betrag für den aktuellen Monat 🌱 Zeigt einen Mini-Fortschrittsbalken basierend auf dem angesparten Betrag für den aktuellen Monat sowie das angegebene monatliche Sparziel 🌱 Einfach zu bedienen - Notieren Sie alle Ihre Sparbeträge im Transaktionslog 🌱 Bestimmte Zellen sind mit einer Warnung geschützt, um versehentliche Änderungen zu vermeiden (Sie können sie jedoch nach Belieben bearbeiten). 🌱 Füge einfach Zeilen innerhalb des Transaktionslogs hinzu, um mehr Sätze zu verfolgen (Anleitung inklusive) 🌱 Grünes Farbthema passend zum Baumpflanzenkonzept WAS DU BRAUCHST: ✔️ Ein kostenloses Gmail-Konto für den Zugriff auf Google Sheets WAS SIE ERHALTEN ✔️ Ein PDF mit Anweisungen und Link zur Google Sheets-Vorlage. MEHR VORLAGEN VON UNS ⭐ Monatlicher Budget Tracker - Plant A Tree Vorlage https://www.etsy.com/listing/1328603625 Habit Tracker - Pflanze einen Baum Vorlage https://www.etsy.com/listing/1286326058 Abnehm-Tracker & Calorie Tracker - Pflanze einen Baum https://www.etsy.com/listing/1338769354 To Do Liste - Pflanze einen Baum Vorlage https://www.etsy.com/listing/1299142266 Stimmungstagebuch mit Emojis https://www.etsy.com/listing/1295308118 Dieser Artikel ist für den persönlichen Gebrauch bestimmt und kann nicht weiterverkauft, weitergegeben oder für kommerzielle Zwecke verwendet werden.
Introducing Lead Tracker Spreadsheet for Coaches, CRM in Google Sheet,, Client Relationship Management Google Sheets, Coach Spreadsheet, Coaching Tracker, Client List Small Business Spreadsheet, Business Tracker, Customer List, Client Planner, Lead tracker excel Keep track your leads with this stupid simple and stupid easy spreadsheet! Have a systematic workflow for your client relationship management. It is time to impress your leads. Designed for sales professionals, small business owners, and marketers, this tool streamlines your lead management process. Stay organized, track interactions, and boost your conversion rates. This all-in-one CRM and sales tracker is perfect for keeping your sales pipeline in check. No more hunting through emails or sticky notes! ++++++++++++++++++++++++++++++++++ 🌟What is included in this Lead Tracker? This CRM Google Sheet includes three essential tabs: Lead Tracker Tab: Store and organize all your leads in one place. Follow-Up Tracker Tab: Set timeframe, track interactions, and automate follow-up dates. Status Dashboard Tab: Visualize your lead statuses, priorities, sources, and package details. 🌟What is included in this Client Onboarding Tracker? - A section to add coach and company name - A section to add total clients onboarded and last update the sheet - A section to add your important things-to-do and your priority - A section to add your client's name, and email. - A section to select packages from the dropdown - Checkboxes for the welcome email, contract, invoices, welcome gift, - Quick Grab section to add related links to your spreadsheet ++++++++++++++++++++++++++++++++++ 🌟🌟 This Lead Tracker are 🔗Fully editable in Google Sheet account 🔗 Can change the color and font of choice 🔗 Cute and neat design 🔗 Customizable: Easily tailor the spreadsheet to fit your specific needs. 🔗 Clear Priorities and Statuses: Quickly see lead priorities, statuses, and sources. 🔗 Automatic Strikethrough: Completed leads are automatically strikethrough for easy tracking. 🔗 Easy Filtering: Quickly sort and filter leads based on various criteria to prioritize your efforts. 🔗Automated: The tracker automatically sets the next contact date and shows how many days are left, keeping you on track for timely engagement with every lead. 🔗 Real-Time Updates: Instant updates ensure everyone is on the same page. 🔗 Alert system: The 'days left' cell in Follow Up Tracker will automatically highlight red, alerting you to overdue leads to follow up. ++++++++++++++++++++++++++++++++++++++++++++ 🌟 Who is This Spreadsheet For: - Coaches - Sales Professionals - Small Business Owners - Marketers - Team Collaborators - Realtors This Lead Tracker Google Sheet is your go-to CRM and sales tracker solution. Stay organized, never miss a follow-up, and watch your sales soar. Get started today and transform your lead management process! ++++++++++++++++++++++++++++++++++++++++++++ 🌟What you will receive? A pdf link contains a link to Google Spreadsheet. A tutorial and walkthrough on how to use. 🌟How it works? - After purchase, you will receive a PDF file that contains the Gsheet link ✔️ - You will only need Google Sheet free account to access it.✔️ - This spreadsheet is only for Google Sheets, not for Excel. ❌ ++++++++++++++++++++++++++++++++++++++++++++ 🌟License Templates are for personal use and your own business only. You CAN'T resell/redistribute any of these templates. All templates are copyrighted from Ⓒanysplanner | femaleceoclub
Introduction In today's competitive business landscape, harnessing the power of business intelligence (BI) is crucial for making data-driven decisions. One of the most valuable and specific scenario…
Introducing Client Onboarding Tracker Spreadsheet for Coaches, CRM, Client Management Google Sheets, Coach Spreadsheet, Coaching Tracker, Client List Small Business Spreadsheet, Business Tracker, Customer List, Client Planner Keep track your client's onboarding processes with this Stinkin' Cute and Easy to Use Spreadsheet! Your Google Sheet Spreadsheet for coaching business doesn't have to be boring! Have a systematic workflow for your client onboarding process and track down your client's welcome journey easily. It is time to impress your clients with your onboarding process. No more wondering, Which clients have you added to your email list? Which clients have you added to your FB group? Which clients have you sent a welcome gift? Plusss, You don't have to memorize everything. Just use this FRIENDLY and EASY Google Spreadsheet to help you record everything that you did. ++++++++++++++++++++++++++++++++++ 🌟What is included in this Client Onboarding Tracker? - A section to add coach and company name - A section to add total clients onboarded and last update the sheet - A section to add your important things-to-do and your priority - A section to add your client's name, and email. - A section to select packages from the dropdown - Checkboxes for the welcome email, contract, invoices, welcome gift, - Quick Grab section to add related links to your spreadsheet ++++++++++++++++++++++++++++++++++++++++++++ 🌟 These Client Onboarding Tracker are 🔗Fully editable in Google Sheet account 🔗 Can change the color and font of choice 🔗 Cute and neat design ++++++++++++++++++++++++++++++++++ 🌟What you will receive? A pdf link contains a link to Google Spreadsheet. A tutorial and walkthrough on how to use. 🌟How it works? - After purchase, you will receive a PDF file that contains the Gsheet link ✔️ - You will only need Google Sheet free account to access it.✔️ - This spreadsheet is only for Google Sheets, not for Excel. ❌ ++++++++++++++++++++++++++++++++++++++++++++ 🌟License Templates are for personal use and your own business only. You CAN'T resell/redistribute any of these templates. All templates are copyrighted from Ⓒanysplanner | femaleceoclub
This is an Excel Spreadsheet that helps you to keep track of your sales leads in the lead tracker. You can manage your prospects through this google sheet, know who to contact, which client is high priority and their contact information. Book your appointments on the sales calendar. Keep track of your sales for the year, month, and quarter with the sales tracker. The CRM helps you to follow up with your clients multiple times, and know who to contact next. Your sales goal tracker will help you to keep track of your monthly goals, annual goals, and quarterly goals. ★ What's included? ★ PLEASE NOTE THIS IS A DOWNLOADABLE PRINT AND NO PHYSICAL ITEMS ARE INCLUDED. You will receive 2 Excel Spreadsheets with this listing: - Excel Spreadsheet Worksheet .xls file - Google Sheets Excel Spreadsheet Planner Template (Please note: This printable is for personal use only and cannot be resold or given away as a freebie) Why should I order printables? ~ Instant Download ~ No Waiting ~ No Shipping Fees ~ You can print as many as you want! _______________________________________________________________ Your colors that you print out may be a bit different than your computer. It all has to do with color calibration of your monitor. So my pink may be darker than your pink at home, make sense? Make sure you use real good paper quality, so it prints nice too! Remember - this is an instant download. Nothing will be mailed to you. Please note that you’ll be receiving just downloads to print these out at home. Make sure your printer has fresh ink so they look pretty! Or you can always take them and get them printed at a professional photocopy place. _______________________________________________________________ Refunds and Exchanges Hey there - so I understand sometimes we buy things and they don’t look the way we planned. I don’t like to do refunds, cause hey - how do I know you didn’t already use it? But listen - I’m an easygoing chick, so if you have a serious concern about your order, holler at me in the messages and we can work something out. Our items are copyrighted by savvy and Thriving. Please understand these items are for personal use only. You can print and use, but please don’t resell, reproduce, or anything else uncool. _______________________________________________________________ Enough about the serious stuff…. Let me know how your debt free journey is going! I’d love to hear about your success! Good luck to you! One little step at a time!
Follow our step-by-step guide on how to use Google Sheets as your CRM for managing and organizing client records, interactions, and sales.
Track clients with this easy-to-use CRM template for Google Sheets. Gmail sync, Toggl time tracking, automated dashboards & more.
