CRM google sheet
Budget: $30 – $250 USD
A Customer Relationship Management (CRM) system built in google sheets that helps sales teams manage and analyze customer interactions and data throughout the customer lifecycle. the template needs to contain the following:
Contact Management: A database of customer and prospect information, including contact details, communication history, and notes. MUST
Lead Tracking: A system for capturing, tracking, and nurturing leads through the sales process. MUST
Sales Forecasting: A tool for predicting future sales performance based on historical data and current trends. MUST
Marketing Automation: A system for automating and optimizing marketing campaigns, including email, social media, and ad targeting. OPTIONAL
Reporting and Analytics: A suite of tools for generating reports and analyzing data to track performance and identify trends and opportunities. MUST WITH THE OPTION TO CHECK SALES BASED ON GEOGRAPHY LIVE ON MAP.
Collaboration and Communication: Tools for enabling teams to collaborate and communicate effectively, including shared calendars, task lists, and document management. OPTIONAL
Contact Management: A database of customer and prospect information, including contact details, communication history, and notes. MUST
Lead Tracking: A system for capturing, tracking, and nurturing leads through the sales process. MUST
Sales Forecasting: A tool for predicting future sales performance based on historical data and current trends. MUST
Marketing Automation: A system for automating and optimizing marketing campaigns, including email, social media, and ad targeting. OPTIONAL
Reporting and Analytics: A suite of tools for generating reports and analyzing data to track performance and identify trends and opportunities. MUST WITH THE OPTION TO CHECK SALES BASED ON GEOGRAPHY LIVE ON MAP.
Collaboration and Communication: Tools for enabling teams to collaborate and communicate effectively, including shared calendars, task lists, and document management. OPTIONAL