CRM (Customer Relationship Management) Template

Sale Price:$29.99 Original Price:$49.99
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This versatile tool simplifies CRM processes, helping businesses track interactions, manage leads, and nurture customer relationships effectively.

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This versatile tool simplifies CRM processes, helping businesses track interactions, manage leads, and nurture customer relationships effectively.

This versatile tool simplifies CRM processes, helping businesses track interactions, manage leads, and nurture customer relationships effectively.

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

Transform your customer relationships with our comprehensive Customer Relationship Management (CRM) Digital Template. 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.

Package Included:

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

  • 1 Sheet: How to Use Guide

  • 1 Sheet: Client Tracker

  • 1 Sheet: Process Pipeline

  • 1 Sheet: To-Do List

  • 1 Sheet: Meeting Tracker

  • 1 Sheet: Invoice Tracker

  • 1 Sheet: Client Record

  • 1 Sheet: Labels & Dropdowns

Key Features:

  • 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! 

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