CRM Spreadsheet Template Google Sheets – Sales, Marketing, Project Management Tracker

Description

Effortlessly manage your business with this all-in-one CRM Spreadsheet Template for Google Sheets.

This comprehensive template provides a powerful and user-friendly solution to streamline your sales, marketing, project management, and customer relationship activities.

Features:

Intuitive Setup: Get started in minutes with our easy-to-follow guide.
Main Dashboard:
Track annual revenue pipeline and key metrics.
Identify top-selling products/services.
Monitor latest communications, ratings, and subscriptions.
Analyze data with multi-year filter view.
Lead Generation Dashboard:
Capture essential lead details and sources.
Categorize clients and analyze conversion rates.
Project Management Dashboard:
Monitor project status, pipeline, and payments.
Visualize performance with charts and graphs.
Task Tracker Dashboard:
Manage client-related tasks with due dates and priorities.
Track upcoming tasks and visualize progress.
Communication Dashboard:
Access an interactive client communication hub.
Streamline communication workflows.
Customer Feedback Dashboard:
Track client satisfaction and product performance.
Analyze feedback to improve service quality.
Marketing Campaign Dashboard:
Monitor campaign performance and budget.
Analyze conversion rates and optimize ROI.
Subscription Management Dashboard:
Track subscription performance and renewal dates.