CRM Template from Template net
Posted: Tue Jan 21, 2025 5:09 am
manage customer relationships and sales pipelines. With sections for lead tracking, tasks, and follow-ups, this Excel and Google Sheets CRM template helps ensure that no opportunity is missed.
Enter information systematically into sections to improve time management and record keeping
Here's why you'll love it:
Organize sections to track leads, follow-ups, and sales progress
Track communications and data with your detailed framework
Use built-in task management features to keep track of leads
**Ideal Use Case This template is suitable for businesses looking for a customizable and easy-to-use vp financial email list CRM solution to maintain customer records and improve tracking.
Download this template
6. Pipedrive Sales Pipeline Template
Sales Pipeline crm excel template by Pipedrive
please contact us Pipedrive Pipedrive's Sales Pipeline Template provides a structured approach to tracking leads at every stage of the sales process, from prospecting to closing. Manage sales funnels and pipelines and visualize them with customizable columns for deal stages, expected revenue, and follow-up dates.
With Pipedrive's drag and drop feature, your sales reps can easily move leads between sales stages.
Here's why you'll love it:
Visualize pipelines to track leads through different sales stages
Customize sales stages to fit your unique sales process
Use drag and drop to make lead management easier
**Ideal Use Case The template helps sales teams organize and monitor their pipeline closely, leading to better deal closing rates.
Download this template
7. CRM Template Construction by Jotform
Construction crm excel template by Jotform
jotform home page In Jotform Construction CRM Template is specifically designed to help construction companies manage customer relationships, track leads, and streamline project-related communications.
Provides customizable fields to record contact details, service descriptions, and assigned team members, encouraging organized tracking of interactions and project assignments.
Here's why you'll love it:
Use built-in sections to track client interactions and project details
Custom forms to capture lead information and manage communications
Streamline data collection to manage construction project contacts and updates
**Ideal Use Case This free CRM template is aimed at construction companies looking to improve their customer management processes.
Enter information systematically into sections to improve time management and record keeping
Here's why you'll love it:
Organize sections to track leads, follow-ups, and sales progress
Track communications and data with your detailed framework
Use built-in task management features to keep track of leads
**Ideal Use Case This template is suitable for businesses looking for a customizable and easy-to-use vp financial email list CRM solution to maintain customer records and improve tracking.
Download this template
6. Pipedrive Sales Pipeline Template
Sales Pipeline crm excel template by Pipedrive
please contact us Pipedrive Pipedrive's Sales Pipeline Template provides a structured approach to tracking leads at every stage of the sales process, from prospecting to closing. Manage sales funnels and pipelines and visualize them with customizable columns for deal stages, expected revenue, and follow-up dates.
With Pipedrive's drag and drop feature, your sales reps can easily move leads between sales stages.
Here's why you'll love it:
Visualize pipelines to track leads through different sales stages
Customize sales stages to fit your unique sales process
Use drag and drop to make lead management easier
**Ideal Use Case The template helps sales teams organize and monitor their pipeline closely, leading to better deal closing rates.
Download this template
7. CRM Template Construction by Jotform
Construction crm excel template by Jotform
jotform home page In Jotform Construction CRM Template is specifically designed to help construction companies manage customer relationships, track leads, and streamline project-related communications.
Provides customizable fields to record contact details, service descriptions, and assigned team members, encouraging organized tracking of interactions and project assignments.
Here's why you'll love it:
Use built-in sections to track client interactions and project details
Custom forms to capture lead information and manage communications
Streamline data collection to manage construction project contacts and updates
**Ideal Use Case This free CRM template is aimed at construction companies looking to improve their customer management processes.