Description

CRM Google Sheets Template

Manage customer data and projects more efficiently with Google Sheets CRM.

Includes: Dashboard TAB: Including a collection of the data in a chart.

Client TAB: Record new Clients and select the Profile options.

Leads TAB: Record new Leads by selecting the client.

Project TAB: Record Projects and Tasks for each project separately.

Sales TAB: Record Client details and add products/services to generate the Invoice.

Settings TAB: You can add new Lead Types, Lead Status, Different states, Company profiles, Assigned emails, Task milestones, Working/Unworking days that are linked to the TAB’s.

Template by: EasySheets