Personal CRM
A personal CRM is a relationship management system used by an individual rather than by a team. Whether you want to manage your professional or personal relationships, our Personal CRM Template makes it easier to keep track of contacts and connections. To get started, simply enter information about coworkers, colleagues, friends, family, and anyone else you’d like to keep in your life. You can even add color-coded labels, include contact details, and describe interactions. When you’re done, you’ll be able to access and edit your Personal CRM on any device.
Feel free to customize your Personal CRM by adding as many rows, columns, tabs, and labels as needed. By default, your information will be displayed as a tidy spreadsheet, but you can easily view your Personal CRM in calendar mode to help you stay on top of meetups and events. Our Personal CRM Template is more than an address book — it’s an intuitive tool that will help you build connections, organize interactions, and manage relationships all at once.
Solar CRM
Improve your solar energy company’s workflow with our free Solar CRM spreadsheet template. Track clients, quotes, proposals, and work progress online.
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Church CRM
A Church CRM composed of tabs that allows keeping contact data of members, determine their contribution, track and manage events, choose their frequency, add the responsible community, list communities with their hosts and members.
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Small Business CRM
Collect and track leads for your small business. Free CRM template for new businesses. Easy to customize, download, and share. No coding required.
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School CRM
Collect applications from prospective students online. Streamline the admissions process for your school. Easy to customize, download, and share. No coding.
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Sales CRM
A Sales CRM that allows to manage target accounts, leads, opportunities and tasks in an all-in-one platform throughout the sales funnel, preserve leads’ data, categorize targets, define opportunity values and manage interactions.
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Real Estate CRM
A real estate CRM to keep record of leads and properties categorizing them with labels, and with all their related information, to track activities and deals, assign tasks to your team members, and more.
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