Detailed Video Tutorial
This CRM template for Excel and Google Sheets is designed for business owners, sales managers, and marketers who want to efficiently manage customer relationships, track communications, and improve business processes. It is perfect for small to large companies, freelancers, and startups that need to organize their interactions with clients and potential partners.
⬇️ Download: https://spreadsheetshub.com/products/crm-template-excel-google-sheets
More from SpreadsheetsHub:
🌐 Website: https://spreadsheetshub.com/
🛠️ Custom jobs: https://spreadsheetshub.com/pages/custom-spreadsheets
🌎 TranslateHub: https://spreadsheetshub.com/pages/translatehub-for-google-sheets
⭐ JOIN & SAVE ($3.99/mo) – Grab this template and 4 more with SpreadsheetsHub Membership: https://spreadsheetshub.com/apps/subscriptions/bb/TzhHs6BF - Cancel anytime
Timestamps:
00:00 – Welcome
01:21 – Set Up Main Categories
04:41 – Lead Generation
05:33 – TranslateHub
06:21 – Project Tracker
08:42 – Tasks & Follow-Ups
09:55 – Communication Log
10:35 – Customer Feedback
11:35 – Marketing Campaigns
12:56 – Subscription Management
14:06 – Main Dashboard
#crmtemplate #businesstools #clientmanagement #business #productivitytools
This CRM template for Excel and Google Sheets is designed for business owners, sales managers, and marketers who want to efficiently manage customer relationships, track communications, and improve business processes. It is perfect for small to large companies, freelancers, and startups that need to organize their interactions with clients and potential partners.
⬇️ Download: https://spreadsheetshub.com/products/crm-template-excel-google-sheets
More from SpreadsheetsHub:
🌐 Website: https://spreadsheetshub.com/
🛠️ Custom jobs: https://spreadsheetshub.com/pages/custom-spreadsheets
🌎 TranslateHub: https://spreadsheetshub.com/pages/translatehub-for-google-sheets
⭐ JOIN & SAVE ($3.99/mo) – Grab this template and 4 more with SpreadsheetsHub Membership: https://spreadsheetshub.com/apps/subscriptions/bb/TzhHs6BF - Cancel anytime
Timestamps:
00:00 – Welcome
01:21 – Set Up Main Categories
04:41 – Lead Generation
05:33 – TranslateHub
06:21 – Project Tracker
08:42 – Tasks & Follow-Ups
09:55 – Communication Log
10:35 – Customer Feedback
11:35 – Marketing Campaigns
12:56 – Subscription Management
14:06 – Main Dashboard
#crmtemplate #businesstools #clientmanagement #business #productivitytools
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LifestyleTranscript
00:00Hi there! Today I'll show you how to use the Customer Relationship Management template
00:05available on our website spreadsheetshub.com. It helps you organize your contacts,
00:12track interactions, and manage your leads more efficiently, all in one place.
00:17Before getting started, take a moment to read the instructions on the first page.
00:22They'll guide you through how to use the template effectively. The first step shows how to specify
00:27the main categories for creating drop-down lists. The next section explains how to analyze key data on
00:33projects, clients, and subscriptions. Next, it shows how to fill out and analyze the data on the lead
00:41generation sheet. The step shows how to enter project data and how to analyze their statuses.
00:48The step explains how to fill out the task tracker and how it helps you stay organized,
00:53track progress, and manage tasks more efficiently. The next step shows how to enter data into the
01:00communication log table. This section explains how to set up customer feedback and analyze the results.
01:09The section explains how to enter data for the marketing campaign and analyze it. This step explains
01:15how to enter subscription data and track it. Go to the settings sheet. Before entering the basic
01:22information, select the year and the base currency. In the categories section, specify the data for the listed sections.
01:31Enter the data for the client type category. In this table, you can classify your clients by type,
01:38such as small business owners, freelancers, nonprofit organizations, retail businesses, or any others.
01:48Enter the data for the product or service category. In this table, you can list the products, services, or
01:54projects associated with each client, such as budget planner, CRM template, rental model, or any other offerings.
02:06Enter the data for the status category. In this table, simply list the possible statuses for each project,
02:12such as active, inactive, on-boarded, lost, on-hold, or follow-up.
02:22Enter the data for the client status category. In this table, simply list the possible statuses for your clients,
02:29such as active, inactive, on-boarded, lost, on-hold, or follow-up.
02:38Enter the data for the lead or client source category. In this table, simply list the sources
02:44through which your leads or clients come, such as Fiverr, Upwork, Instagram, Facebook, or any other channels.
02:54Enter the data for the priority category. In this table, simply list the priority levels for your
03:00projects, products, or services, such as low, medium, high, or very high.
03:08Enter the data for the client communication category. In this table, simply list the types of communication
03:14you use with your clients, such as meeting, video conference, in-person, or any other methods.
03:24Enter the data for the rating category. In this table, simply list the rating levels for your projects,
03:30products, or services, for example, from one to five.
03:35Enter the data for the campaign objectives category. In this table, simply list the objectives for each
03:41campaign, such as awareness, traffic, engagement, leads, app promotion, or sales.
03:50Enter the data for the campaign status category. In this table, simply list the possible statuses,
03:56such as active, inactive, completed, or canceled.
04:02Enter the data for the subscription service category. In this table, simply list the subscription services,
04:13inactive, inactive, inactive, or canceled. You can specify up to 50 categories in each block.
04:25In this table, simply list the possible statuses for each subscription, such as active, inactive, or canceled.
04:33You can specify up to 50 categories in each block.
04:38Go to the client lead sheet. Enter the client data in the table below.
04:43Enter the date. Enter the business. Choose the category. The drop-down list is generated based
04:51on the data specified on the settings sheet. Specify the contact person. Enter the email and address.
05:01Select the lead source. Select the decision. Let's enter more information.
05:23Select the year and the analysis data will update automatically.
05:28The model is in English by default, but if you want to translate the tables into another language,
05:33you can use our Translate Hub tool. It's quick, accurate, and super easy to use.
05:38You'll find the link in the description below. Let's return to the model.
05:43In this section, it is possible to view the total number of clients.
05:48This chart shows the breakdown of orders by lead source. It helps you quickly see which sources bring
05:53the most orders, so you can focus your efforts where they matter most.
05:57This chart shows the number of orders by category. It helps you quickly see which categories are
06:03performing best so you can focus on the most profitable or popular products.
06:08This chart shows the breakdown of orders by decision, a quick way to see which choices lead to the best
06:14outcomes and guide your next steps. Go to the project tracker sheet.
06:20This sheet is for entering project details. Enter the start date.
06:26Select the client.
06:28The drop-down list is generated based on the clients listed on the lead generation sheet.
06:34Select the project. And select the source. For these categories, the drop-down lists are
06:39generated based on the data specified on the settings sheet. Enter the amount.
06:46Select the currency. The amount in this column is calculated automatically. Select the priority.
06:54Select the status. Enter the deadline. Select the invoice status. Let's enter more data.
07:13You can also specify transactions in any currency, and the amounts will be automatically converted to
07:20the base currency at the current exchange rate. To make things easier for you, the input cells are
07:29highlighted in light blue, and the formula cells that update automatically are marked in light pink.
07:35It's best not to change the formula cells, as this could disrupt the calculations.
07:39These cells are also locked for protection. If you still decide to modify a formula, just enter your
07:45data and click OK when prompted. The formula will be updated. In the Excel version, you can unlock the
07:52sheet without a password if needed, but we recommend leaving the formulas untouched to ensure everything
07:58functions correctly. Move on to the analysis section. First, you need to select the year for which you want
08:05to view the analysis. This section shows the summary data for paid projects. This chart shows the total
08:12payments for projects broken down by source. It helps you quickly see which sources contribute most to your
08:17revenue so you can focus on the most profitable channels. This chart shows the breakdown of projects by
08:24status. This chart shows the total payments by category. It helps you quickly see which categories generate the
08:32most revenue so you can focus on the most profitable products, services, or projects. Go to the task and follow
08:39-up sheet.
08:41On this sheet, you can list your tasks to keep everything under control. Enter the task.
08:49Select the client. Select the product. Select the status. Enter the start date. Select the priority. Enter the due date.
09:04Let's enter more data. Select a year and the charts will update automatically. This table shows the five tasks with
09:25the earliest due dates.
09:27This chart shows the number of tasks by status.
09:30This chart shows the breakdown of tasks by priority. It helps you quickly see which tasks need the most attention,
09:38prioritize your work effectively, and ensure that high priority tasks are completed on time.
09:44This chart shows the breakdown of tasks by client. A clear way to track client workload, balance your tasks, and
09:51deliver on time.
09:52Go to the communication log sheet. You can enter communication details on this sheet.
09:59Enter the date. Select the client. Select the project. Select the type of communication.
10:08Enter more details.
10:15The table above shows the last five meetings. In this section, select a client. The table below shows a list
10:23of meetings for that client.
10:25This helps you stay organized. Quickly review all past and upcoming meetings and ensure you never miss an important appointment.
10:32Go to the customer feedback sheet. On this sheet, you need to enter customer reviews.
10:38Select the date. Select the client. Select the product. Select the rating.
10:47Provide additional feedback.
10:52Enter more information.
10:59Moving on to the analysis section. Select the year.
11:06This table shows the five most recent reviews.
11:11This chart shows the feedback rating by month. It helps you track client satisfaction over time, identify trends, and take
11:18action to improve your services.
11:20This chart shows the product ratings. It helps you quickly seize which products are performing best,
11:26identify areas for improvement, and make data-driven decisions to enhance your offerings.
11:32Go to the marketing campaign sheet. On this sheet, you can enter and analyze data related to marketing campaigns.
11:40Enter the start date. Specify the campaign.
11:45Select the type. The drop-down list is generated based on the data entered on the settings sheet.
11:52Select the end date.
11:57Select the status.
12:01Enter the budget.
12:03Enter the views, clicks, and conversions.
12:06The data in the columns is calculated automatically.
12:10Enter more data.
12:22Select the year.
12:25Enter more data.
12:26In this table, the first five companies are listed by completion date.
12:31This chart shows cost-per-click and cost-per-conversion data by company.
12:35It helps you quickly identify which companies have the most efficient campaigns, optimize your ad spend, and make data-driven
12:42marketing decisions.
12:44This chart shows the breakdown of companies by status.
12:48This chart shows marketing expenses by type.
12:51Go to the subscription sheet.
12:54Enter all subscriptions and memberships in the table below.
12:58Enter the start date.
13:00Select the client.
13:02Select the subscription.
13:03The drop-down list is generated based on the data specified on the settings sheet.
13:09Select the billing cycle.
13:11Select the status.
13:14Check the auto renew box.
13:16Enter the end date.
13:18Enter the revenue.
13:20The data in the total revenue column is calculated automatically.
13:34Select the year.
13:39This section provides general information about subscriptions.
13:43This chart shows subscription revenue by category.
13:46This chart shows the number of subscriptions by status.
13:52This chart shows your monthly subscription revenue, helping you track recurring revenue and identify trends over time.
14:00Go to the main dashboard sheet.
14:05This sheet provides an overview of all the data listed.
14:08Select the year.
14:10In the top section, you can see the number of projects, clients, total revenue, number of tasks, and average client
14:17rating.
14:18This table shows the last five reviews, allowing you to quickly monitor recent reviews.
14:24The table displays the last five communications with customers, helping you stay up to date with recent interactions.
14:31The table includes the latest five subscriptions.
14:34This chart shows monthly revenue, helping you monitor performance and identify trends.
14:40This chart shows the revenue breakdown by product, allowing you to see how much each product contributes to total revenue.
14:47Moving on to the client lead generation section.
14:50In this section, you can select decision to view client data in the table.
14:57This table shows detailed customer information.
15:00This chart shows the number of clients by category, helping you understand client distribution across different segments.
15:08This chart shows the number of client orders by status, allowing you to track order progress and identify bottlenecks.
15:15Moving on to the project tracker section.
15:18In this section, you can filter projects by status.
15:24This chart shows the amounts by customer sourcing sources.
15:28In this table, you can view a breakdown by project.
15:32The project distribution chart shows revenue by project, helping you compare project performance and identify top contributors.
15:39Moving on to the tasks tracker section.
15:44In this section, you can select a filter by priority.
15:49This chart shows the number of tasks by status, helping you quickly track progress and stay organized.
15:57This chart shows the breakdown of tasks by priority, helping you identify high priority items and manage workload effectively.
16:05You can view the details of the tasks in this table.
16:09And one technical point.
16:11If you're using the Excel version of this report, we recommend using Excel 2021 or later to ensure all formulas
16:18work correctly.
16:19Also, please avoid opening the Excel file in Google Sheets.
16:23If you prefer working in Google Sheets, we suggest using the dedicated Google Sheets version of the report instead.
16:31Try the template by adding your own data.
16:33You'll see how easy it is to manage clients, track interactions, and stay organized.
16:39The template is available for download via the link in the description.
16:43For more personalized solutions, our team can build custom tables tailored to any level of complexity.
16:49We also offer templates with resale rights, along with an open affiliate program for those interested.
16:56Thanks for watching, and have a productive day.
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