Customer Relationship Management + Invoice Tracker

Can today’s business do without CRM?

We have created a product for you to organize your Contacts with Excel template, is based on the latest trends related to CRM. The Customer Lead sheet supports your sales, tracks support your deals in a more effective way.

How to track sales with excel template?

The spreadsheet consists of 4 main modules automating your work.

My CRM:

It presents the key actions that should be taken to make Deals and strengthen the relationship with the customers.

Invoice verification:

The functionality allowing you to track invoices sent to customers. Simply add invoices to the deals records, this solution helps you to manage your business more efficiently.

Summary:

An analytical dashboard showing sales and a handful of useful information. Includes a sales funnel in order to support you in controlling the sales process, and finally presents the progress of the sales.

Contact list:

In this part, you will place your contractors, notes and manage appointments. It is a synthetic table that can be easily adapted to your needs.

Deals:

The core of your company’s sales. To control efficiently your budget, you will write down in this sheet all deals, both won, and lost.

Best for:

• Sole proprietorship
• Sales teams
• Sales Representative
• Small companies

• Reminders about key activities
• Customer Relations Management (CRM)
• Checking and tracking payments – invoices
• Invoice template ready to print
• Sales support
• Work automation
• Analytical Dashboard
• Template without VBA code/scripts
• Analysis of failures and successes
• Customer list templates
• Customer lead sheet
• Deal database
• Transparent data structure
• Modern and clear design.
• Secure payment (PayPal watches over transactions)
• Instant Download
• No usage fees
• A fully editable file (Premium & Enterprise version)

Content:

• Excel file compatible with Excel 2010 and higher
• Discount code