Clients - 🟧Sourceful
Customer relationship management (Google template)
If you are looking for a system to organize your contacts, solidify a sales process, and automate some of your ongoing tasks then you need a CRM (customer relationship management) solution. This template provides you with the basics of a CRM. It's the perfect place to start if you aren't quite ready for a full-blown CRM with advanced features. This mini-CRM automatically saves changes so you will never lose data. To get started, just enter your contacts manually or copy and paste existing data into this sheet.