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Simple CRM

By
Spreadsheet.com
4
Worksheets
Simple CRM
Overview

CRM (Customer Relationship Management) is a tool used for managing business relationships. Keep track of your contacts, who they work for, what you need to do for them, and open opportunities in your deal pipeline.

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Invoice
Use this invoice template to create and customize your own invoices to your clients. An invoice is a document used to itemize and record a transaction between a vendor and a buyer. Typically, a business sends an invoice to a client after they deliver the product or service. The invoice tells the buyer how much they owe the seller and sets up payment terms for the transaction.
Invoice
Use this invoice template to create and customize your own invoices to your clients. An invoice is a document used to itemize and record a transaction between a vendor and a buyer. Typically, a business sends an invoice to a client after they deliver the product or service. The invoice tells the buyer how much they owe the seller and sets up payment terms for the transaction.
Inventory Management
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
Inventory Management
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
CRM with Opportunity Forecast
CRM (Customer Relationship Management) is a tool used for managing business relationships. Keep track of your contacts, who they work for, what you need to do for them, and open opportunities in your deal pipeline. Easily forecast revenue from this pipeline with the power of a spreadsheet connected to your CRM data.
CRM with Opportunity Forecast
CRM (Customer Relationship Management) is a tool used for managing business relationships. Keep track of your contacts, who they work for, what you need to do for them, and open opportunities in your deal pipeline. Easily forecast revenue from this pipeline with the power of a spreadsheet connected to your CRM data.
Quote
A quote is a document that gives a fixed price for a product or service. It is an agreement between a customer and a vendor to provide services and products at an agreed-upon price. The price usually only applies to a certain time frame. For example, a quote might say: “valid for 60 days.” A small business can prepare a quote to protect themselves from fluctuating prices. Once a customer accepts a quote, it is typically converted into an invoice.
Quote
A quote is a document that gives a fixed price for a product or service. It is an agreement between a customer and a vendor to provide services and products at an agreed-upon price. The price usually only applies to a certain time frame. For example, a quote might say: “valid for 60 days.” A small business can prepare a quote to protect themselves from fluctuating prices. Once a customer accepts a quote, it is typically converted into an invoice.
Product Launch Plan
Plan and manage all tasks related to a product launch such as product research, marketing materials, sales materials, and a timeline of activities. Assign tasks to owners. View tasks by status in a Kanban board. Filter tasks by status and due date to make sure you don't miss any deadlines. Shared views for "My tasks" allow collaborators to focus only on their deliverables.
Product Launch Plan
Plan and manage all tasks related to a product launch such as product research, marketing materials, sales materials, and a timeline of activities. Assign tasks to owners. View tasks by status in a Kanban board. Filter tasks by status and due date to make sure you don't miss any deadlines. Shared views for "My tasks" allow collaborators to focus only on their deliverables.
Inventory Management
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
Inventory Management
Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.
Product Market Fit Survey & Analysis
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Product Market Fit Survey & Analysis
This workbook is designed for measuring product/market fit (PMF) as defined in Rahul Vora's First Round Review article. It's an all-in-one template designed to set up and distribute a PMF survey, capture responses, analyze results, and perform target persona segmentation with only a few minutes of work.
Simple Applicant Tracking
The Applicant Tracking template serves as a database for candidates and their resumes, as well as details about each job opening. Candidates are linked with jobs and hiring managers can easily collaborate with recruiters and HR on candidate status, feedback, etc. Kanban views make it easy to manage moving candidates and job openings through the interview and job opening lifecycle.
Simple Applicant Tracking
The Applicant Tracking template serves as a database for candidates and their resumes, as well as details about each job opening. Candidates are linked with jobs and hiring managers can easily collaborate with recruiters and HR on candidate status, feedback, etc. Kanban views make it easy to manage moving candidates and job openings through the interview and job opening lifecycle.
Project Plan
Use this template to create and manage a project plan. A project plan is essential for defining a project and keeping its sechedule on track. Your project plan should typically include the scope, goals, deliverables and deadlines of your project.
Project Plan
Use this template to create and manage a project plan. A project plan is essential for defining a project and keeping its sechedule on track. Your project plan should typically include the scope, goals, deliverables and deadlines of your project.
Legal Due Diligence Request List
Streamline your legal due diligence process with this template from Fenwick. Invite everyone involved in the process, attach documents right next to questions, track status, assignees, reviewers, and priorities all from within your spreadsheet. No need for complex integrations or jumping between different tools and data rooms.
Legal Due Diligence Request List
Streamline your legal due diligence process with this template from Fenwick. Invite everyone involved in the process, attach documents right next to questions, track status, assignees, reviewers, and priorities all from within your spreadsheet. No need for complex integrations or jumping between different tools and data rooms.