Free CRM Templates: Excel & Google Sheets - Smartsheet
Jul 6, 2020 · Track leads, opportunities, and sales with the top Excel and Google Sheets CRM templates. All of the templates below are fully customizable and available for free download. Download CRM templates for Excel and Google Sheets, including dashboard CRM templates and a sales pipeline CRM spreadsheet.
Free Small Business CRM Templates in Excel | Smartsheet
Dec 12, 2021 · On this page you’ll find a customer relationship management spreadsheet template, a customer contact database template, an invoice template with built-in customer database, and more template options.
Free Client Management & Tracking Templates | Smartsheet
Sep 14, 2020 · On this page, you'll find many helpful client management and tracking templates, including a CRM template, client intake templates, client profile templates, client log templates, client info sheets, and onboarding checklists and templates.
Free Lead Tracking Templates - Smartsheet
Jan 21, 2021 · Download free sales lead tracking templates in Excel and Google Sheets. Find spreadsheets and dashboards to track leads and deals.
Free Sales Pipeline Templates - Smartsheet
Aug 29, 2022 · Download a Blank Sales Pipeline Report Template for Excel. Track your company’s product revenue with this orderly sales pipeline report template. Enter the name of each of your products, the cost per unit, and the total number of units sold. The template auto-calculates your total revenue per product.
32 Free Excel Spreadsheet Templates - Smartsheet
May 22, 2020 · CRM Template Track sales leads, assess communication efforts, and view your sales pipeline in its entirety with this CRM template. Build better customer relationships by tracking relevant details, and monitor sales activity to …
Free Excel Form Templates: Fillable Forms of All Types
An Excel form template is a ready-to-use spreadsheet designed to simplify data entry and analysis. It provides a time-saving, pre-constructed form that promotes consistency and organizes data. Excel form templates also streamline calculations and facilitate a straightforward visualization of data.
Top CRM for Small Business | Smartsheet
Access our template gallery full of free, helpful templates to help you hit the ground running. Automate reminders for follow up Quickly set up automated reminders to get alerts on leads that need to be followed up with, customers up for renewal, etc.
How to Create a Customer Database in Excel | Smartsheet
Jul 13, 2022 · Download Customer Database Spreadsheet Template — Microsoft Excel. This template is prefilled with some common customer database fields that you can change easily to suit your needs. It is also pre-formatted to simplify sorting and filtering your results.
Free Client Call Log Templates - Smartsheet
Jun 30, 2020 · Use this all-in-one, printable client call log template to keep client relationship management (CRM) running smoothly. For more on CRM, see “ Customer Relationship Management Strategy, Planning, and Implementation .”