Search results: customer follow-up sheet

• 

  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

  663Discussadd_shopping_cart

  $15.00

  by Elif Çağlan
• 

  Accounts Receivable Tracker | Google Sheets | Customer Payment Tracker | Client Ledger

  Accounts Receivable Google Sheets Template. Record your invoices and payments, then track cash flow and open balances. Accounts Receivable Tracker. Ready file.

  google sheetsaccounts receivablepayment trackerinvoice trackerfinance tracker

  309Discussadd_shopping_cart

  $20.00

  by Elif Çağlan
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  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

  99Discussadd_shopping_cart

  $20.00

  by Mubbasshir AR
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  Customer Invoicing and Inventory Management Excel Model

  A complete business invoicing system with product/service, customer and inventory management.

  inventory managementcrmexcel invoice templatecustomer invoicingsales reporting

  3,185Discussadd_shopping_cart

  $26.00

  by Business Spreadsheets
• 

  Customer Invoicing System Excel Model

  Customer Invoicing and Inventory Management solution with management of customer information and product details.

  salesmanagementcustomersproductsinventory

  2,439Discussadd_shopping_cart

  free

  by Business Spreadsheets
• 

  CRM Excel Spreadsheet Template

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

  salestemplateexcelspreadsheetcrm

  2,1921add_shopping_cart

  $49.00

  by Adnia Solutions
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  Business performance dashboard with new customers and gross profit

  Business Performance Dashboard With New Customers & Gross Profit - Small Business Spreadsheet - Business Planner - Business Template Excel - Business Report

  sales and profit dashboardbusiness performance reportgross profit analysisbusiness metrics dashboardprofit and revenue dashboard

  185Discussadd_shopping_cart

  $10.00

  by Aman Khan
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  Customer Relation Manager - 6-Stage Tracker Model

  Track your customer relationships from initial lead all the way to closed and possible churn.

  salessales pipelinecrmcustomer relationship managergoogle sheet template

  617Discussadd_shopping_cart

  $45.00

  by Jason Varner
• 

  Accounts Receivable Template / Invoice Tracking - Aging Report - Customer Statement

  Accounts Receivable template including Aging Report and Account Statement, designed to help businesses organize and track customers invoices and payments.

  cash flowaccountingfinancial modelcustomersworking capital

  508Discussadd_shopping_cart

  $69.00

  by Profit Vision
• 

  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

  1,011Discussadd_shopping_cart

  $3.00

  by Sirexcelco
• 

  Free Sales Pipeline Spreadsheet Template for Startups Entrepreneurs (Free Sales Forecast Template)

  Easy to use Free Sales Pipeline Spreadsheet Template for Startups Entrepreneurs (Free Sales Forecast Template).

  financial modelfree financial modelfree excel templatefree sales forecastsales projections

  321Discussadd_shopping_cart

  $5.00

  by Hammad Hasan
• 

  Customer Churn Analysis Model - DEMO

  Comprehensive analysis of customer churn, retention, and sales dynamics across multiple dimensions.

  cohort analysiscustomer retentioncustomer churn analysiscustomer stabilitycustomer concentration

  178Discusslibrary_add

  free

  by Finance Model Hub
• 

  SaaS Metrics Excel Cheat Sheet

  This SaaS Metics Cheat Sheet contains all the formulas you need when building your first SaaS metrics dashboard or model

  modelsaasmetricsdashboardsoftware as a service

  3,790Discussadd_shopping_cart

  free

  by Ben Murray
• 

  Rental Inventory and Sales Manager – Google Sheet Template

  If you are renting assets to your customers for a duration and charging for the rental, this template is designed for you!

  inventory managementsales managergoogle sheet templaterental inventoryrental management

  838Discussadd_shopping_cart

  $30.00

  by Indzara
• 

  Customer Complaints Log

  A simple template for recording customer complaints for quick evaluation and reporting

  safety dashboardquality dashboardcustomer complaintscomplaint log

  745Discussadd_shopping_cart

  $19.97

  by SHEQXEL
• 

  Customer Satisfaction Survey Tool

  A simple template for conducting customer satisfaction survey to gather feedback on the quality of service

  excelcustomer satisfactionhealth and safety dashboardquality objectivequality dashboard template

  309Discussadd_shopping_cart

  $19.97

  by SHEQXEL
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