Small Business CRM Dashboard Bookkeeping Tracker w/ Task & Invoice Tracker
Budget: $30 – $250 USD
Project Overview:
Template Type: Comprehensive Small Business CRM Dashboard
and Bookkeeping Tracker
Platforms: Google Sheets and Excel
Key Features:
1. Enhanced Financial Planning: - Implement detailed income and expense tracking. - Include advanced budgeting tools with goal setting and
tracking. 2. Advanced Task & Project Management: - Develop comprehensive task management with Gantt charts. - Automate progress tracking for ongoing projects. 3. Superior Client Relationship Management (CRM): - Integrate client communication tools. - Set up automated follow-up reminders for client
interactions. 4. Efficient Invoicing System
- Create customizable invoice templates. - Implement automated invoice tracking and reminders. 5. Customizable Financial Views: - Provide tools for periodic financial analysis. - Include customizable reporting features.
6. Interactive and User-Friendly Dashboard: - Design a real-time financial data visualization dashboard. - Allow for customizable dashboard widgets. Tabs to Include:
1. Instructions
2. Setup Page
3. Dashboard
4. Calendar
5. Client Management
6. Communication Log
7. Task-Project Tracker
8. Invoices
9. Income Entry
10. Expense Entry
11. Monthly View
12. 12-Month View
13. Custom Period View
14. Reconciliation
15. Balance
16. Budget
Deliverables:
1. Main Template: Comprehensive Small Business CRM
Dashboard and Bookkeeping Tracker
2. Additional Templates: - Inventory Management
- Order Tracking
- Product Pricing Calculator
3. Instructional Materials: - Step-by-step PDF guide
- Video tutorials
Additional Features:
Mobile Accessibility: Ensure the template is optimized for
mobile devices.
Integration Capabilities: Enable integration with other business
tools like QuickBooks or Trello. Data Security: Include robust security features and data backup
options. User Support: Provide video tutorials, detailed instructions, and
responsive customer support. Action Steps:
1. Design and Implement the key features as outlined above. 2. Ensure Compatibility with both Google Sheets and Excel. 3. Optimize for Mobile use. 4. Include Integration Capabilities for tools like QuickBooks or
Trello. 5. Incorporate Data Security Measures to protect user data. 6. Provide Comprehensive User Support including detailed
instructions and video tutorials.
Template Type: Comprehensive Small Business CRM Dashboard
and Bookkeeping Tracker
Platforms: Google Sheets and Excel
Key Features:
1. Enhanced Financial Planning: - Implement detailed income and expense tracking. - Include advanced budgeting tools with goal setting and
tracking. 2. Advanced Task & Project Management: - Develop comprehensive task management with Gantt charts. - Automate progress tracking for ongoing projects. 3. Superior Client Relationship Management (CRM): - Integrate client communication tools. - Set up automated follow-up reminders for client
interactions. 4. Efficient Invoicing System
- Create customizable invoice templates. - Implement automated invoice tracking and reminders. 5. Customizable Financial Views: - Provide tools for periodic financial analysis. - Include customizable reporting features.
6. Interactive and User-Friendly Dashboard: - Design a real-time financial data visualization dashboard. - Allow for customizable dashboard widgets. Tabs to Include:
1. Instructions
2. Setup Page
3. Dashboard
4. Calendar
5. Client Management
6. Communication Log
7. Task-Project Tracker
8. Invoices
9. Income Entry
10. Expense Entry
11. Monthly View
12. 12-Month View
13. Custom Period View
14. Reconciliation
15. Balance
16. Budget
Deliverables:
1. Main Template: Comprehensive Small Business CRM
Dashboard and Bookkeeping Tracker
2. Additional Templates: - Inventory Management
- Order Tracking
- Product Pricing Calculator
3. Instructional Materials: - Step-by-step PDF guide
- Video tutorials
Additional Features:
Mobile Accessibility: Ensure the template is optimized for
mobile devices.
Integration Capabilities: Enable integration with other business
tools like QuickBooks or Trello. Data Security: Include robust security features and data backup
options. User Support: Provide video tutorials, detailed instructions, and
responsive customer support. Action Steps:
1. Design and Implement the key features as outlined above. 2. Ensure Compatibility with both Google Sheets and Excel. 3. Optimize for Mobile use. 4. Include Integration Capabilities for tools like QuickBooks or
Trello. 5. Incorporate Data Security Measures to protect user data. 6. Provide Comprehensive User Support including detailed
instructions and video tutorials.