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Excel CRM Lite Edition: The simplest way to manage client data and interactions - Quick Demo

Автор: alphatwoseven

Загружено: 2025-07-19

Просмотров: 415

Описание:

📌About
CRM Lite: The simplest way to manage clients and interactions
1.- Keep things simple and organized—no overwhelm
2.- Stay on top of every relationship with a built-in interaction tracker
3.- Log and manage tasks, follow-ups, and client touchpoints all in one place

This quick tour video is designed as a demo for the “CRM Lite Edition” Excel template.

📌 Product Highlights:
Easy-to-use Excel-based CRM for freelancers, SMBs, and small teams
Fully customizable to fit your clients, workflows, and business style
Streamlined interaction tracking without the complexity of invoicing tools

This Microsoft Office Excel file was created with great care and love with the purpose of providing a tool to empower you in your search for a more productive and better life.
It is my sincere hope that this template supports your workflow, keeps you organized, and reminds you that consistency is what truly moves things forward.

📌 Purchase your Excel template here:
CRM Lite Edition: https://alphatwoseven.etsy.com/listin...

📌 Video Chapters:
00:00 Intro
00:48 Template Structure
01:31 Customizing your Template
02:12 Client Database
03:30 Client Interactions
04:27 Closing Remarks

📌 This Excel Spreadsheet includes the following sections:
1.- Customization: Personalize all your worksheet labels, symbols, and icons here.
2.- Clients: Add and manage all details for every client across 5 categories; this is your client database and primary information source.
3.- Interactions: Manage every client interaction by logging and managing all client-related tasks or activities here.

📌My Shop
Check out my shop to find other useful Excel Spreadsheets and Productivity Tools!
My shop: https://alphatwoseven.etsy.com

Please subscribe to my YouTube channel. I will be uploading more FREE Excel tutorials and courses to help you learn Excel, improve your modeling skills, and create your own tools!

✨ You might also like ✨

📌 Free Tutorials:    • FREE Excel Tutorials and Templates  

📌 FREE Excel Productivity Minicourse (Three Part Mini-Series):    • Next Level Excel Productivity Mini-Course  ]

📌 Other CRM Excel versions:
CRM and Client Invoice Tracker: https://alphatwoseven.etsy.com/listin...
Client Invoice Tracker: https://alphatwoseven.etsy.com/listin...

💡 Quick Tip: If you are looking for Google Sheets templates, I wholeheartedly recommend checking out @thinklikeagirlboss shop, she’s absolutely amazing: https://thinklikeagirlboss.com

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#productivity #productivityhacks #productivitytips #productivitytools #productivityboost
#exceltips #exceldemo #exceltutorial #exceltips #exceltipsandtricks
#excelspreadsheets #exceltemplate #exceltemplates #templates #spreadsheet #excel

Excel CRM Lite Edition: The simplest way to manage client data and interactions - Quick Demo

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