Client Tracker CRM Tool for Microsoft Excel

Do you own a a shop and want a way to track your clients or a easy to use and cheap Client Relationship Management tool (CRM) then look no further.

What’s included

- A digital download of the Client Tracker / CRM Excel spreadsheet (Microsoft Excel required)

- Instructions of what everything is and how to use it 

- A built-in dashboard of graphs to really see your results

- Drop down lists to help categorise and speed up entering details

- The ability to filter, sort and search

- Download the free Microsoft Excel app to use on your mobile devices

How is works

- You will need Microsoft Excel on your computer

- You will receive the template as a zip file

- Save the template to your computer

- The template itself will have a tab which includes the instructions

- To use the template again for another month simply save under a new name and re-use

IMPORTANT - PLEASE READ:

This is an instant digital download; no physical product will be shipped to you.

FOR HOME USE ONLY- files may not be shared or re-sold.

If you have any questions at all, please feel free to message me :)

Thanks

John

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