Digital SpreadsheetBusiness Tools
Client & Customer CRM Tracker
What this spreadsheet is for
Keep customer details, enquiries, leads and follow-ups organised in one simple business system.
This is a standalone digital spreadsheet from the Business Tools collection.
About this collection
Explore practical spreadsheets, planners and trackers that help small business owners organise money, sales, customers and day-to-day work.
What's inside
- Client/contact details
- Enquiries
- Potential value
- Pipeline stages
- Last contact
- Follow-up dates
- Priority
- Customer notes
Format and access
- .xlsx digital spreadsheet download
- Works with Microsoft Excel and Google Sheets
- Digital download delivered after purchase
- Save a copy of your files once downloaded
- Price: £10.00 (GBP)
Frequently asked questions
Still have questions? Contact us or email support@shieladgt.uk.
Also included in Complete Business Tools Collection — 18 Interactive Business SpreadsheetsSave £120 — £180 value if purchased separately
Digital download
Price: £10.00
Digital download, no physical item
Save a copy once downloaded
Secure payment via Stripe
Related tools
More tools from the same collection.
