Excel CRM Template

If you don't need heavy integration and are just looking for a simple way to keep track of leads, then try using a spreadsheet template. This CRM Excel spreadsheet is set up as a CRM Database, with a main table for showing the current status of customers and sales. Other tables include a Sales Log, Contact Log and Contact Details.
TOPIC

Fundraising

Engaging Donors

Events and Marketing

PROGRAM

Accelerator

Co-working Space

Ecosystem

Incubator

Investment Fund/ Vehicle

Maker Space

Pre-Incubator

SECTOR
No sector specified
TYPE
Template
LANGUAGE

English

AUTHOR
Vertex42
UPLOADED

November 20, 2020

Was this a useful resource to help you develop your hub?

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Check out what the community has to say about this resource.

Recent Resources