Solar CRM
A solar CRM spreadsheet is used to help solar energy businesses keep track of clients and work progress. With this free Solar CRM spreadsheet, you can input lead contact details, manage quote requests, and monitor projects online. The information is stored securely in your Jotform account and can also be viewed in a calendar format, making it easier to manage your appointments with homeowners.
Make your Solar CRM spreadsheet work for you — feel free to update tabs, columns, rows, and color-coded tags to get the look and function you need. Streamline your workflow and improve the way you manage contact details, quotes, proposals, and work progress with our free online Solar CRM — by improving relationships with clients, you can work to close bigger deals for your solar energy company.
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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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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Healthcare CRM
Free online healthcare CRM tool for private practices. Easy-to-view spreadsheet. Easy to customize. HIPAA compliance features. 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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Construction CRM
A construction CRM to keep record of leads, customers and contractors with all their relevant data, to manage interactions, easily assign team members to tasks and a handy way to track service details.
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Client Database Template
No CRM? Collect and manage leads with this free online Client Database Template. Easy to customize, download, and share. Works on any device. No coding.
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