CRM (Customer Relationship Management) Template

This Item is formatted to be used in google sheets only, not in excel.

What is the CRM Template? 

Transform your customer relationships with our comprehensive Customer Relationship Management (CRM) Digital Template, meticulously crafted by Saint Cyr Art and Business Consulting. This innovative tool offers a robust framework for businesses to streamline CRM processes, centralized customer data, and enhance engagement.

With our CRM Digital Template, you can effortlessly track customer interactions, manage leads, and nurture relationships across various touchpoints. From capturing contact details and communication logs to monitoring sales pipelines and analyzing customer behavior, our template empowers businesses to gain deeper insights into their customer base and deliver personalized experiences.

Whether you're a solopreneur, small business, or Artist, our CRM Digital Template provides the tools you need to build stronger customer relationships, drive sales growth, and achieve business success. Say goodbye to scattered spreadsheets and manual processes—unlock the full potential of your CRM strategy with our digital template.

Package Included:

1 Excel file containing a CRM Template, consisting of 8 sheets:

• 1 Sheet: How to Use Guide

• 1 Sheet: Client Tracker - This sheet serves as the main dashboard for managing and organizing your client profiles. 

• 1 Sheet: Process Pipeline - This dashboard helps you manage the status activity from the client tracker more concisely and clearly. 

• 1 Sheet: To-Do List - In this tab, you can assign your daily tasks and clients and manage them based on priority or deadline. 

• 1 Sheet: Meeting Tracker - This sheet, you can keep a record of your meetings by client along with all information as well as insert the link source of the meeting. 

• 1 Sheet: Invoice Tracker - This is a tool that allows you to keep track of all your invoices in one place.

• 1 Sheet: Client Record - This sheet is the space where you put past clients that you have completed any activity with them. 

• 1 Sheet: Labels & Dropdowns - Only use these sheets to input/edit/reorder data. 

Key Features:

• Store and organize customer information in one accessible location for easy reference and analysis.

• Track leads throughout the sales cycle, from initial contact to conversion, to optimize lead generation and conversion strategies.

• Visualize sales opportunities and track progress through customizable pipelines to drive sales performance.

• Tailor the CRM to your business needs with customizable fields, forms, and workflows.

Returns:

Due to the nature of this product, digital downloads are not eligible for refunds. Please message us to seek any clarification before you proceed with the purchase. For any technical issues after purchase, please contact marie@scbac.com 

Customer Notice: 

This is a DIGITAL PRODUCT. No physical item will be shipped to you. We regret to inform you that we cannot accommodate any customization requests.

Please note that this purchase is intended for personal, non-commercial use only. Any form of reproduction, distribution, or commercial utilization, in whole or in part, is strictly prohibited and constitutes a violation of our terms of use. This product remains the exclusive property of Saint-Cyr Business and Art Consulting.

Should you have any questions regarding your digital purchase, please don't hesitate to contact us. We'll strive to respond promptly to assist you.

We sincerely appreciate your visit and support!