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  2. Free Small Business CRM Templates in Excel | Smartsheet

    Dec 12, 2021 · Track client information with our comprehensive collection of Microsoft Excel customer database templates. Download and customize free templates that are designed for …

  3. Free Client Management & Tracking Templates | Smartsheet

    Sep 14, 2020 · Download free, customizable client management and tracking templates in Word, Excel, Google Docs, Google Sheets, and PDF formats.

  4. Free Client & Customer List Templates - Smartsheet

    Feb 1, 2021 · We’ve compiled the most useful free client and customer list templates for reps, managers, inspectors, and other roles to track potential and existing client and customer details.

  5. Free CRM Templates for Excel & Google Sheets - Smartsheet

    Jul 6, 2020 · Track leads, opportunities, and sales with the top Excel and Google Sheets CRM templates. All of the templates below are fully customizable and available for free download. …

  6. 32 Free Excel Spreadsheet Templates - Smartsheet

    May 22, 2020 · Build better customer relationships by tracking relevant details, and monitor sales activity to ensure you hit your sales and revenue goals every quarter. Download Excel | Try …

  7. Free Project Tracking Templates - Smartsheet

    Aug 23, 2019 · Download any of the following free, customizable templates, available in Excel, Google Sheets, and Smartsheet formats, to track the details of more than one project at a …

  8. How to Create a Customer Database in Excel | Smartsheet

    Jul 13, 2022 · Creating a customer database in Microsoft Excel is fairly straightforward when you use a template. Gather the data you want to include, and then download a customer database …

  9. Free Lead Tracking Templates - Smartsheet

    Jan 21, 2021 · Download free sales lead tracking templates in Excel and Google Sheets. Find spreadsheets and dashboards to track leads and deals.

  10. Free Customer Success Templates | Smartsheet

    Oct 7, 2021 · In this article, you'll find the most useful free customer success plan, report, and dashboard templates for customer service reps (CSRs), customer success managers (CSMs), …

  11. Free Issue Tracking Templates - Smartsheet

    May 20, 2019 · Track customer-specific issues in a unique Excel template that enables you to stay apprised of your open/closed ratio and keep your projects running smoothly. This easy-to-fill …

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