Description

📈 Want to track your sales opportunities effectively?
Before investing in an expensive CRM system, why not try this Excel-based CRM template as a starting point? This file is designed to be easy to use, and it’s ready to use immediately. All the functions are pre-configured, and all you need is Microsoft Excel installed on your computer.

What’s Included:

• Instructions: Step-by-step guidelines on how to use and customize the template
• Parameters Setup Tab: Easily set up the file to match your business needs
• Sales Opportunities Tracker: A main tab dedicated to tracking your sales opportunities, with fields for leads, stages, dates, and more
• Dashboard: A visual dashboard that helps you review and analyze key performance indicators (KPIs) at a glance

🚀 How to Get Started:

• Make sure you have Microsoft Excel installed on your computer
• Download the file and start tracking your sales opportunities right away!

⚠️ Please Note:

1. This purchase is for personal use only – resale or sharing is not allowed
2. This is a digital product – no physical item will be shipped
3. Due to the nature of digital files, no refunds, exchanges, or cancellations are available

💬 Need Help?
Feel free to reach out with any questions or feedback before or after your purchase. I’m here to help!

Thank you,
Elad