📝 Overview:
This CRM Template is a streamlined Excel tool for tracking leads, contact details, and communication history. With editable fields for projected sales, lead status, and next actions, it’s ideal for sales teams, consultants, and small business owners managing client pipelines and outreach.
✔️ What’s Included:
• 1 x Excel spreadsheet (.xlsx)
• Lead tracking table with contact info, company details, and communication log
• Fields for projected sale value, lead source, and status
• Next action planner with date prompts
• Lightweight, editable layout for fast onboarding
🎯 Perfect For:
• Sales teams managing outreach and follow-ups
• Freelancers and consultants tracking client leads
• Startups building early-stage CRM systems
• Agencies managing multiple client pipelines
• Admins and VAs supporting business development
⚙️ Features:
• Tracks lead status, contact history, and next steps
• Includes fields for email, phone, address, and projected sales
• Excel-native formatting—no macros or plugins required
• Reusable across industries and client types
📥 INSTANT DIGITAL DOWNLOAD
No waiting. No shipping. Get started immediately.
