CRM for Start up & Small Business
Originally published: 01/03/2021 08:35
Publication number: ELQ-98564-1
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CRM for Start up & Small Business

This is Excel CRM for Startup and Small Business

This is a Sheet being made to use by Teams as CRM , We understand in today world CRM has become so complicated the some time while understanding and Filling them we get distracted from main purpose .
We at Eexckart with our small team try to make easy and useable templates for your work .
To use this template you will have to update the Contact Details sheet it will act as master sheet where details related to your customer is being updated .
In CRM sheet you have to updated the details related to Customers Company Work Function Phone Email Estimated Sale Last Contact Next Action Next Contact Lead Status Lead Source Notes
In Contact Log sheet please update details related to connects we have made ith our customers .
Contact Date Contact Time Customer Purpose Method Notes
In Sales Log Sheet we enter details related to Sales being done till now .
Date of Sale Customer Amount Item / Product / Service Invoice # Notes
You can make this sheet reason wise or person wise , or consolidated as you wish .
We at Execkart can customize the details as per your requirement and need also .
Please give us review and feel free to provide comment if we have to improve any where .
Team Execkart

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