
Last version published: 19/10/2018 15:53
Publication number: ELQ-46357-3
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Basic CRM system Excel Model
Simple CRM system for tracking your team/sales contacts and leads
Further information
Basic customer relationship management (CRM) system
When you have a small team
When you want to track <1000 contacts
When you don't need a complicated CRM system
When you don't have the budget for a sophisticated CRM system
Where multiple follow up dates are required for contacts at the same time
Where the user requires the need to track thousands of contacts at once -> ideally this spreadsheet will work well for up to 1000 contacts
Where integration with other systems are required
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