Search results: client management

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  Job Vacancy and recruitment pipeline

  Recruitment Tracker | Recruiter Planner | Client Management | Human Resources Templates

  customizableexcel dashboardhr templaterecruitment trackerrecruitment template

  234Discussadd_shopping_cart

  $10.00

  by Aman Khan
• 

  Client Tracker

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

  small businessclient managementtask trackerbusiness plannerbusiness tracker

  97Discussadd_shopping_cart

  $5.00

  by Aman Khan
• 

  Customer data enrichment with salesforce dashboard

  Client Tracker & Management for Small Businesses

  project managementexcel templatekpi dashboardclient managementbusiness planner

  143Discussadd_shopping_cart

  $5.00

  by Aman Khan
• 

  Tuckman's 5 Stages of Group Development

  This presentation provides a detailed overview of Bruce Tuckman’s Model on Group Development that became one of the most influential study on the subject.

  teamworkteam buildingteam managementteam developmentclient management

  523Discussadd_shopping_cart

  $29.00

  by Flevy
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  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

  922Discussadd_shopping_cart

  $15.00

  by Elif Çağlan
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  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
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  Customer service dashboard

  Business Planner | KPI Dashboard | Customer support system | Excel

  excel templaterisk registerclient managementbusiness plannerbusiness tracker

  170Discussadd_shopping_cart

  $5.00

  by Aman Khan
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  Customer Success KPI Excel Template

  KPI Dashboard For Tracking Customer Retention

  excel templatekpi dashboardexcel dashboardhr dashboardclient management

  408Discussadd_shopping_cart

  $9.50

  by Aman Khan
• 

  Lead Tracker Excel Template, Printable Customer Follow Up, Cold Call Tracker, Sales Activity Excel

  Lead Tracker Excel Template, Printable Customer Follow Up, Cold Call Tracker, Sales Activity Excel

  project managementsales trackerlead trackingclient managementbusiness planner

  1,083Discussadd_shopping_cart

  $3.00

  by Sirexcelco
• 

  Monthly Customer Feed Back Strategic Data Analysis Dashboard

  Excel Template for Business Dashboard

  business plansmall businessmetricsexcel templatekpi dashboard

  144Discussadd_shopping_cart

  $5.00

  by Aman Khan
• 

  Dashboard For Analyzing After sales Customer Satisfaction KPIs

  Customer Success KPI Excel Template

  excel templatekpi dashboardhr dashboardclient managementbusiness planner

  316Discussadd_shopping_cart

  $5.00

  by Aman Khan
• 

  Customers Sales Log & Follow-up Tracker - Enhances your Sales!

  Log client communications, streamline follow-ups, and strengthen relationships to drive sales and foster client loyalty effectively

  salescustomerprofitssheettracker

  127Discussadd_shopping_cart

  $20.00

  by Mubbasshir AR
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  Real Estate Agency Management Tracker | Excel KPI Dashboard | Properties, Sales, Rentals, Clients & Commission Tracking

  A comprehensive fully editable Excel tracker designed for real estate agencies, brokers and property management companies.

  real estate kpi dashboard excelreal estate expiry alert excel

  64Discussadd_shopping_cart

  $15.00

  by Tariq Hussain
• 

  Project Management Excel Template with Gantt Chart, Dashboard & Issue Tracker

  All-in-one Excel project management template with Gantt chart, progress tracking, issue log, and dashboard. Easy to use, automated, and client-ready.

  projectganttgantt chartdashboardtimeline

  62Discussadd_shopping_cart

  $15.00

  by Mubbasshir AR
• 

  Client Advisory Pack

  Client Advisory Pack (Excel) — Monthly FP&A Reporting Engine for Accounting Practices

  management reportingclient advisoryaccounting practiceadvisory servicespractice growth

  44Discussadd_shopping_cart

  $185.00

  by StatimFP&A
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  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

  58Discussadd_shopping_cart

  $19.00

  by Vertex Digital
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