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CRM Template

CRM Template

Get your hands on this easy-to-use template, perfect for keeping track of all your incoming leads or requests. It’s all set up in Google Sheets, so it's a breeze to use, share, and collaborate with your team. Here’s what makes it a game-changer:


  • Organize Everything Neatly: Drop in contact details and notes right on each lead’s card in the sheet. Everything you need, accessible on the go.
  • Keep All Your Stuff in One Spot: Link or attach your emails, follow-up requests, and any other docs right to the cards. No more hunting around for what you need.
  • Make Things Happen: Assign tasks to team members, set deadlines, and track progress from “Incoming” to “Done.” It’s super visual, which means keeping everyone on track is pretty straightforward.
  • Work Together Effortlessly: Since it’s Google Sheets, your team can jump in and update things in real-time, from anywhere.

Whether it’s sales leads, customer support tickets, or something else, this template flexes to fit your needs and keeps everything running smooth.

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