The Customer Relationship Management (CRM) Excel Template provides a clean and simple template for managing your customers and prospects. It's simple and in Excel. The template takes the complexity out of managing a CRM solution and puts it in to Excel so anyone can manage your CRM.
Benefits and Savings
This template will save you time and effort in creating a similar template from scratch. If you are at a beginner level with Microsoft Excel we estimate you will save 60-90 minutes with this form, intermediate level will save 45-60 minutes, and advanced level will save 35-40 minutes.
As no template can meet every individual or organizational need fully, some customization may be required to make the template work for specific needs.
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