Search results: freelancer crm

• 

  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

  14Discussadd_shopping_cart

  $19.00

  by Vertex Digital
• 

  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

  943Discussadd_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

  432Discussadd_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

  405Discussadd_shopping_cart

  $5.00

  by C.A. Ankit Maheshwari
• 

  Simple Excel Budget Planner – For Freelancers & Solo Professionals (Free)

  Track monthly income and expenses in a clear, printable Excel planner designed for freelancers and consultants. 100% formula-based, no macros required.

  budgetfinancepersonal financeexcelfree

  1,150Discusslibrary_add

  free

  by Thomas Biziouras - Excel Business Apps
• 

  CRM Excel Spreadsheet Template

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

  salestemplateexcelspreadsheetcrm

  2,2751add_shopping_cart

  $49.00

  by Adnia Solutions
• 

  Basic CRM system Excel Model

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

  salesleadsexcelnetworkingtracker

  726Discussadd_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

  522Discussadd_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

  2,371Discussadd_shopping_cart

  free

  by Vinay Kevadia
• 

  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

  267Discussadd_shopping_cart

  $320.00

  by Sadaf Abbas
• 

  Demo PDF of Freelancer SaaS Platform Financial Excel Model + Video Tutorial

  This powerful financial excel model helps you to plan your Freelancer SaaS business in no time. The One-Screen-Assumptions-Page makes it super easy!

  financial modelstartupsaasexcelfreelancer

  190Discussadd_shopping_cart

  free

  by Peter Graf
• 

  Freelancer Tracker

  Freelancer Tracker - freelancer task tracker - freelancer client planner - freelancer spreadsheet - freelancer dashboard - freelancer tool

  freelancer budgetfreelancer templatesfreelancing templatefreelancer proposalsfreelancer planner

  43Discussadd_shopping_cart

  $5.00

  by Aman Khan
• 

  Freelancer and Consultant 5 Year Financial Model: Dashboard, 3 Statements, Utilisation, Hiring Plan

  Fully linked 5 year model for a freelancer or consultant: day rate, retainers, projects, utilisation ceiling, three statements. Excel and Google Sheets.

  business planfinancial modelconsultantcash flow forecastfreelancer

  16Discussadd_shopping_cart

  $119.00

  by Ehsan Veisi
• 

  CRM Software Development Company Finance Model

  A comprehensive 5-Year 3 Statement, MS Excel spreadsheet for tracking CRM software development company finances.

  financial modelcrmfinance modelcustomer relationship managementcrm software

  186Discussadd_shopping_cart

  $80.00

  by AllFinancialModels
• 

  CRM KPI Report Dashboard Excel Template | Dynamic Charts & Metrics | Track Monthly and Cumulative Performance

  CRM KPI Report Dashboard Excel Template | Dynamic Charts & Metrics | Track Monthly and Cumulative Performance

  kpi dashboarddata analysissales dashboardmetrics dashboardbusiness tracker

  398Discussadd_shopping_cart

  $9.00

  by Sirexcelco
• 

  Power BI | Freelancer Performance Dashboard |

  Freelancer Performance Dashboard that can be used for tracking and payments from by clients in multiple currencies.

  freelancingfreelanceperformance trackingdata analysispower bi

  4111add_shopping_cart

  free

  by Obaid ur Rehman
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