Simplify client management with our Google Sheets Contact CRM template. This easy-to-use template allows you to track basic contact details, order history, communication preferences, and more—all within Google Sheets. No new software required! The package includes a glossary of terms and a training video to ensure you get the most out of your CRM. Perfect for small businesses looking for a quick and efficient solution. Download today and streamline your client relationships!
What’s Included:
- Basic Contact Information: Easily organize names, email addresses, phone numbers, and other essential details.
- Detailed Client Tracking: Keep track of order history, communication methods, and client preferences all in one place.
- Communication Planning: Plan and track your communications with clients, ensuring you never miss a follow-up.
- Notes Section: Add personalized notes for each client to help build stronger relationships.
- Glossary of Terms: Understand every feature with our built-in glossary, making the template accessible and user-friendly.
- Training Video: We’ve included a detailed training video that gives you an overview of the entire spreadsheet and its included featuers. It also provides tips and suggestions for best use. The video is designed to help you get started with ease.
Why Choose Our Template?
- No New Software Required: Manage your clients directly in Google Sheets, a tool you already know and trust.
- User-Friendly Design: Our template is easy to navigate and customize to fit your specific business needs.
- Quick Setup: Download and start using the template immediately—no learning curve required.
- Comprehensive Training: Get the most out of your CRM with our included training and tips video, guiding you through optimal usage.
Contact CRM Google Sheets Template
Google Sheets Document
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