Download a free CRM template for Excel or Google Sheets – A simple Customer Relationship Management (CRM) system for small businesses.
Source: Free Excel CRM Template for Small Business
CRM References
- [1] Customer Relationship Management – wikipedia.org – This wikipedia page, although lacking substantive information, opened my eyes to the wide variety of ways that businesses use CRM systems – and thus made me realize I only wanted to create the most basic of templates.
- [2] Create a CRM System Using Google Docs – blog.softwareadvice.com – Most of the initial features I added to the CRM template came from the ideas presented in this blog post.