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Sales & Marketing

Customer Relationship Management (CRM)

Organize contacts, track interactions, and manage customer relationships effectively

Features

  • Contact information management
  • Interaction history tracking
  • Follow-up reminders
  • Customer segmentation
  • Communication templates
  • Activity reporting

Benefits

  • Improved customer relationships
  • Better follow-up management
  • Enhanced team collaboration
  • Increased customer retention
  • Data-driven customer insights

What's Included

  • Excel/Google Sheets template
  • Setup instructions
  • Email templates
  • Reporting dashboard
  • Custom field configuration
Download Template

✓ Compatible with Excel 2016+ and Google Sheets

"This CRM template has streamlined our customer management process. We're now able to provide better service and never miss a follow-up."

- Sarah K., Account Manager
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