Customization: With a CRM template in Google Sheets or Excel, you have the flexibility to customize it to meet your business’s needs. You can adjust fields, add different data entry formats, and change layouts to find what works for you. Accessibility: Opting for a CRM template in a cloud...
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. Included on this page, you’ll find a Google spreadsheet CRM template with dashboard, as well as Excel CRM templates for...
Client Information Forms: Try one of these client information forms and templates to help you effectively capture, manage, and organize essential client data, resulting in stronger client relationship management (CRM), proactive client communication, and personalized, client-specific services. Small Busi...
Sales Pipeline Manager (CRM) Excel Template Gain unparalleled visibility to your sales pipeline, streamline processes, identify weak areas, and effortlessly forecast future sales to drive conversions. View Product Details Recruitment Dashboard Power BI Template ...
Let this CRM give you superpowers. Boris Agranovich Global Risk Community 'Improved my bottom line by providing a clear system to work with prospects.' Tamay Shannon W2S Marketing 'The "You haven't responded to this email" notification. All the little cracks that people fall through are seal...
Template 2: Calendar 2025 landscape 1 page, landscape orientation (horizontal) months horizontally (along the top), days vertically (down the side) USedition with federal holidays and observances free to download, editable, customizable, easily printable ...
CRM Dashboards & Reports Invoices & Receipts Management Project Management Proposals, Estimates & Quotes Formats All Formats Excel Google Docs Google Sheets Google Slides PDF PowerPoint Word Showing 1 - 11 of 11 Dashboards & Reports Competitive Analysis Template Dashboards ...
Sales CRM – Excel CRM Template to Improve your Sales Pipeline Rated 5.00 out of 5 Add to cart 2025 Payroll Calculator (Weekly, Bi-Weekly & Monthly) Rated 5.00 out of 5 Add to cart Discover More Templates Show Top SheetsRun a business with Innovative SpreadsheetsIndividuals...
CRM, HR, reporting, project planning and project management, as time planner, staff and employee planner, work and vacation time planner, for employee time sheets, attendance tracking, time tracking, employee scheduling, employee absence tracker, people planner, multi-purpose agenda, general time man...
Quip is a productivity tool from Salesforce, a company best known for its CRM software. And just like Salesforce isn't only a CRM, Quip isn't only a spreadsheet tool; it's also a collaborative document editor like Google Docs. Plus, you can use it to create presentations, host chats ...