Last version published: 12/10/2018 10:05
Publication number: ELQ-35388-2
View all versions & Certificate
Customer Relation Manager - 6-Stage Tracker Model
Manage the tracking of your customer relationships from initial lead all the way to closed and possible churn.
Acquire business license for $45.00
Add to cart
Add to bookmarks
Give deeper insight into the status of new customer leads as they get closer to becoming closed deals.
Any business that has mid to larger size customers or for individuals that have medium-size client lists they need to manage.
This won't work in excel.
- No review yet!
People using this tool also downloaded
Mobile App / Website - 5 Year Recurring Revenue Excel Model TemplateA financial forecasting excel model template for apps or websites that have recurring paid subscribers.668 remove_red_eye
Used Car Dealership - 5 Year Pro-Forma Excel Financial ModelA bottom up financial model to forecast the revenue, expenses, and cash flows of a used car dealership startup business.437 remove_red_eye
5-Year SaaS Startup Excel Financial Model: 4 Pricing Tiers + Advanced MetricsA straight forward approach to build financial projections for a SaaS startup business.1,012 remove_red_eye
Network/Marketplace Startup 5-Year Financial Model with Cap TablePlan out the assumptions for a startup network and see what the 5-year forecast looks like.180 remove_red_eye
Fitness Center/Gym: Startup Financial Model - 10 YearA tool to help forecast the cash flow and cash requirement of starting a gym or fitness center.303 remove_red_eye
Inventory Tracking Excel Template - Multiple LocationsManage inventory that moves back and forth between multiple locations (up to 21).539 remove_red_eye
Lending as a Service (LaaS): Running and Exit Financial Excel Model - 10 YearThis model is specific for a lending marketplace operator (Peer2Peer).112 remove_red_eye
Inventory Tracking Excel Template - Single Location - COGS LogicAn inventory management excel template designed for 1 location and focuses on deriving a cost of goods sold per sku.156 remove_red_eye
Retail Industry: 5-Year Financial Excel ModelTo forecast financial projections within any type of retail industry that sells various skus.261 remove_red_eye
Hair Salon - 10 Year Excel Financial ModelA financial planning tool designed specifically for the logic needed to project revenue and costs for a hair salon.114 remove_red_eye
Recycling Business - 10 Year Financial Excel ModelSpecific revenue and expense logic designed for recycling used goods and selling them for a profit.102 remove_red_eye
Orchard (Apple or Otherwise) Excel Financial ModelBottom-up financial projections for an orchard (apple or otherwise).86 remove_red_eye
Any questions on Customer Relation Manager - 6-Stage Tracker Model?
The user community and author are here to help. Go ahead!