Search results: client crm

• 

  Freelancer Finance Planner & Client CRM | Excel Business Dashboard

  Free freelancer finance toolkit with projects, invoices, payments, expenses, tax reserve, dashboard, lead pipeline and client CRM.

  income trackerinvoice trackerproject trackerclient crmfreelancer finance

  New!Discusslibrary_add

  free

  by SheetworksStudio
• 

  Agency Business Command Center Bundle | Excel CRM, Dashboard & Proposal Kit

  Agency operations bundle with Excel CRM, budgets, campaigns, retainers, tasks, time tracking, KPI dashboard, 58-slide pitch deck and proposal templates.

  pitch deckproject budgetconsulting proposalproposal templateagency operations

  New!Discussadd_shopping_cart

  $59.80

  by SheetworksStudio
• 

  Digital Agency Management Excel Dashboard | CRM, Budgets, Campaigns, Retainers, Tasks, Team Capacity & KPIs

  Agency management Excel system with CRM, budgets, campaigns, retainers, tasks, team capacity, profitability, KPI dashboard and onboarding bonus.

  digital agencyexcel templateproject budgetteam capacityclient crm

  New!Discussadd_shopping_cart

  $39.90

  by SheetworksStudio
• 

  Business Operations Mega Bundle | 10 Excel Systems for PM, Risk, Audit & ESG

  10 professional Excel systems for project management, risk, audit, compliance, ESG, Lean Six Sigma, startups, agencies, continuity and remote teams.

  project managementrisk-managementinternal auditbusiness operationsbusiness templates

  New!Discussadd_shopping_cart

  $299.00

  by SheetworksStudio
• 

  Client Tracker Spreadsheet | Customer Task Management | Customer Follow-Up Sheet | Simple CRM | Google Sheets Template

  A simple Client Tracker Spreadsheet. All-in-one file to manage customer tasks and communication actions. Provided in Google Sheets with online access.

  google sheetsclient managementclient trackerclient task managementcustomer follow-up sheet

  926Discussadd_shopping_cart

  $15.00

  by Elif Çağlan
• 

  Consulting Client Portal OS | Excel CRM, Project Tracker & Financial Hub

  A streamlined, ready-to-use Excel management system tailored for solo consultants, freelancers, and boutique service agencies.

  financial forecastingproject trackerclient portalconsulting dashboardfreelancer crm

  59Discussadd_shopping_cart

  $19.00

  by Vertex Digital
• 

  Client Tracker

  Client Tracker - client spreadsheet - CRM dashboard - CRM - CRM spreadsheet - client organizer - client dashboard - client planner

  small businessclient managementtask trackerbusiness plannerbusiness tracker

  98Discussadd_shopping_cart

  $5.00

  by Aman Khan
• 

  Dynamic CRM Excel Template | All-in-One CRM Software Solution | Salesman Analysis | Track, Manage, & Visualize CRM Data

  Dynamic CRM Excel Template | All-in-One CRM Software Solution | Salesman Analysis | Track, Manage, & Visualize CRM Data

  crm softwaresales trackingclient managementcrm dashboarddata management

  965Discussadd_shopping_cart

  $7.00

  by Sirexcelco
• 

  Sales & CRM Dashboard

  Optimize your sales process with this integrated Sales & CRM Dashboard. Track leads, manage customer relationships, and analyze performance effectively.

  salesdatalead generationmetricsdashboard

  439Discussadd_shopping_cart

  $10.00

  by Mubbasshir AR
• 

  CRM for Start up & Small Business

  This is Excel CRM for Startup and Small Business

  startupcrmsales crmexecl sheetsales growth

  411Discussadd_shopping_cart

  $5.00

  by C.A. Ankit Maheshwari
• 

  CRM Excel Spreadsheet Template

  A user-friendly and professional CRM Excel Spreadsheet Template created to manage and analyse customer interactions.

  salestemplateexcelspreadsheetcrm

  2,2941add_shopping_cart

  $49.00

  by Adnia Solutions
• 

  Basic CRM system Excel Model

  Simple CRM system for tracking your team/sales contacts and leads

  salesleadsexcelnetworkingtracker

  733Discussadd_shopping_cart

  $25.00

  by ModellingGuy
• 

  Sales Pipeline Manager (CRM) Power BI Template

  Our Sales Pipeline Manager (CRM) Power BI template is your ultimate solution for efficient sales data analysis and visualization.

  small business templatepower bi templatesales pipeline crmcrm manager

  527Discussadd_shopping_cart

  $79.00

  by Indzara
• 

  The CRM Business Plan Template (SaaS Business Plan)

  Business Plan Template for online CRM software

  business planbusiness plan templatesaas business plancrm business plancrm software

  2,384Discussadd_shopping_cart

  free

  by Vinay Kevadia
• 

  How To Get New Clients

  This video will talk you through the "secret" to attracting new clients.

  salesoptimizationconversionmarketplacegenerating leads

  314Discuss

  free

  by Doc Stoc TV
• 

  CRM Software Business Plan

  CRM Software Business Plan is best for start-ups and medium-sized businesses with all relevant sections.

  marketing planmarket researchfinancial plancrm softwarecompany overview

  274Discussadd_shopping_cart

  $320.00

  by Sadaf Abbas
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