11 Akanakisa Excel CRM Matemplate Saiti (2024) [MAHARA]

1. ziviso

Customer Relationship Management (CRM) inoita basa rakakosha mune chero bhizinesi bhizinesi. Kunyange paine akawanda CRM software iripo nhasi, inosimudzira CRM matemplate muExcel inogona kupa iri nyore uye inoshanduka imwe nzira yemabhizinesi madiki, s.tartups kana avo vari kungowana started mukutengesa. Iri zvakare acost-inoshanda, inogoneka uye mushandisi-inoshamwaridzika nzira yekugadzirisa mutengi data.

1.1 Kukosha kweExcel CRM Template Site

Kudiwa kweCRM kunobva pahukama-hwakatarisana nebhizinesi remazuva ano, asi kuitiswa kweCRM inoshanda zvizere software inogona kusagoneka nguva dzose nekuda kwezvirambidzo zvebhajeti kana zvipingamupinyi zvezviwanikwa. Apa ndipo panouya Excel CRM Template Sites mumufananidzo. Ivo vanopa huwandu hwematemplate anogona kushandiswa kuronga uye kuona yako mutengi data muExcel. Aya matemplate anogoneka zvizere kuti aenderane nezvinodiwa zvebhizinesi rega, zvichiita kuti ive chishandiso chakasimba chekugadzirisa matanho ekutengesa, kudyidzana kwevatengi, uye metrics ekuita pasina kuda inodhura CRM software.

1.2 Zvinangwa zveMuenzaniso uyu

Chinangwa chikuru chegwaro rekuenzanisa iri kupa ruzivo rwakadzama munzvimbo dzakasiyana dzeExcel CRM template. Nemawebhusaiti akawanda anopa huwandu hwematemplate, kusarudza iyo chaiyo inogona kuve dambudziko. Gwaro iri rine chinangwa chekutyora maficha, zvakanakira, uye zvakaipira zvesaiti yega yega kuti ikubatsire kuita sarudzo ine ruzivo inosangana nezvinodiwa nebhizinesi rako. Kunyangwe iwe uri diki diki femu iri kutsvaga kusimudzira hukama hwevatengi kana muzvinabhizimusi arikuda kukwenenzvera nzira dzako dzekutengesa, zvinangwa zvekufananidza aya akasiyana eExcel CRM template masaiti kurerutsa maitiro ako ekusarudza uye kukubatsira kuwana mhinduro yakanaka.

1.3 Dzosera Mafaira eExcel

Unodawo chishandiso chakanaka kuti dzora mafaira eExcel. DataNumen Excel Repair isarudzo inoshandiswa nevakawanda:

2. Salesflare CRM template yeExcel

Salesflare ndeye ane mukurumbira CRM mhinduro inopa anozivikanwa neayo mushandisi-ane hushamwari, anogoneka uye ane data-anozvimiririra kugona. Yavo yemahara Excel CRM template yakagadzirirwa kugarisa kunyangwe avo vasina hunyanzvi hwehunyanzvi. Iyi template inobvumira mabhizinesi kubata, kuronga uye kuteedzera ruzivo rwevatengi zvakanaka munzvimbo imwechete. Zvinonyanya kubatsira kuzvikwata zvekutengesa, zvichivapa nzira yakarongeka yekubata kutungamira kwavo, kugadzira mishumo ine hungwaru, uye fungidziro yekutengesa.

2.1 Zvakanakira

• Nyore kushandisa: Yakagadzirirwa kuve nyore, iyo Salesflare CRM template inogonesa vashandisi kutora uye kugadzirisa pasina kudiwa kwehunyanzvi Excel ruzivo.
• Data Autonomy: Imwe yeakasarudzika maficha eSalesflare Excel CRM template kugona kwayo kuzvimiririra data. Iyo inozadza otomatiki minda yedata chero kupi applicable, kuderedza kupinda kwemanyore uye kuve nechokwadi chekuenderana.
• Customization: Iyi template inochinjika zvakanyanya, ichipa maitiro ekugadzirisa kuti aenderane neakasarudzika bhizinesi zvinodiwa.
• Yemahara: Salesflare inopa CRM Excel template yemahara, ichiita kuti ive acost-inoshanda mhinduro kune mabhizinesi madiki uye startups.

2.2 Cons

• Zvishoma kushanda: Seyemahara CRM Excel template, inoshaya zvimwe zvepamberi zvichienzaniswa neiyo yakazara Salesflare software mhinduro.
• Kutsamira paExcel: Kushanda kwetemplate iyi kunoenderana neruzivo rwemushandisi rweExcel. Kunyange zvichirerutswa, avo vasina kujairana neExcel vachiri vanogona kusangana nemamwe matambudziko.

3. Smartsheet CRM Matemplate eExcel neGoogle Sheets

Smartsheet inzvimbo ine simba yekutarisira basa inopa CRM matemplate eExcel neGoogle Sheets. Iwo matemplate anotangira kune akazara CRM masisitimu kune akareruka ekubata manejimendi matemplate, achiitira mabhizinesi eese maumbirwo uye saizi. Aya matemplate ane chinangwa chekuita kuti manejimendi hukama hwevatengi hwakarongeka, hunoshanda, uye hunoenderana mubhodhi, nekudaro, zvichiita kuti mabhizinesi avake hukama hwakasimba, hunogara kwenguva refu.

3.1 Zvakanakira

• Mhando dzakasiyana dzematemplate: Smartsheet inopa akawanda CRM matemplate ekusarudza kubva maererano nezvinodiwa chaizvo zvebhizinesi. Iri hupamhi hwakakura hunoshanda mukugadzirisa kune dzakasiyana siyana hukama hwehukama hwevatengi zvinodiwa.
• Inoenderana neExcel neGoogle Sheets: Smartsheet matemplate anowirirana neExcel neGoogle Sheets. Izvi zvakasiyana-siyana zvinowedzera kushandiswa kwavo pamapuratifomu akasiyana uye zvinopa kune vese vashandisi veMicrosoft neGoogle.
• Kudyidzana maitiro: Matemplate anopihwa neSmartsheet rutsigiro kubatana. Vazhinji vashandisi vanogona kuona uye kugadzirisa iyo data, ichiita kuti ive yakanakira mabhizinesi akatarisana nechikwata.
• Kubatanidza kugona: Smartsheet's templates inogona kusanganiswa nemamwe mapuratifomu uye maapplication, zvichibvumira kuwirirana kukuru uye kunyatsoita mukutonga kwedata.

3.2 Cons

• Kunzwisisa: Iko kuita kwakasiyana-siyana uye kupfuma kwezvinhu zvinogona kuita kuti Smartsheet CRM templates yakaoma kunzwisisa uye kushandisa kune vanotanga.
• Cost: Kunyangwe Smartsheet ichipa mamwe emahara matemplate, mamwe epamberi uye maficha-akazara matemplate anogona kuuya paacost.

4. Vertex42 CRM Template

Vertex42 inozivikanwa nekupa akasiyana eExcel matemplate anosanganisira yemahara CRM template. Iyi isingaremi CRM Template yakagadzirirwa chaizvo mabhizinesi madiki uye vatengesi vega vanoda nzira iri nyore, yemushandisi-inoshamwaridzika yekutevera kutaurirana kwavo nevatengi, kumisa yekutevera uye kuona mikana inogona. Iyo inopa yakapusa uye intuitive interface yekubata vatengi vanobatika, kutengesa inotungamira uye mikana yebhizinesi zvese munzvimbo imwechete.

4.1 Zvakanakira

• Zviri nyore uye mushandisi-ane hushamwari: Vertex42's CRM template yakagadzirirwa kuve nyore uye nyore, ichiita kuti ive yakakodzera kune vasiri-tech savvy vashandisi kana mabhizinesi madiki.
• Yemahara: Iyo template haina mubhadharo zvachose, ichiita iyo yakanakisa sarudzo kune bhajeti-anoziva mabhizinesi.
• Customizable: Vashandisi vanogona kugadzirisa template nyore kune zvavanoda, vachiiita chishandiso chinochinjika kune akasiyana bhizinesi mamiriro.
• Comprehensive: Kunyangwe iri nyore, Vertex42's CRM template inopa yakazara maficha ekugadzirisa kutaurirana, kutengesa, uye mikana.

4.2 Cons

• Minimal advanced features: Kuenzaniswa nemapuratifomu akasimba, Vertex42's CRM template inogona kushaya mamwe maficha eCRM epamberi.
• Rutsigiro rushoma: Tsigiro uye zviwanikwa zvekubatsira zvinogona kunge zvisina kuwanda seizvo zvinopihwa nevamwe nyanzvi CRM mhinduro vanopa.

5. Someka Excel CRM Template

Someka mupi weiyo yakasarudzika CRM template yeExcel yakagadzirirwa kuenderana neruzhinji rwezvido zvebhizinesi. Inogonesa mabhizinesi kuchengetedza marekodhi ekudyidzana kwavo nevatengi vavo, kutarisa maitiro avo ekutengesa uye kugadzira mishumo. Iyo CRM Template inopihwa naSomeka inobatanidza kureruka uye kushanda, zvichiita kuti CRM iwanike uye ishande kumabhizinesi ezvikero zvakasiyana.

5.1 Zvakanakira

• Zviri Nyore Kushandisa Interface: Someka inopa intuitive dhizaini inoita kuti zvive nyore kune vashandisi kuisa data uye kutonga kudyidzana kwevatengi vasina ruzivo rwakakura rweExcel.
• Date Track Feature: Someka's CRM template inopa date track ficha, iyo inobatsira kutarisa kupindirana pane yakatarwa nguva.
• Chirevo Chizvarwa: Netemplate yaSoka, vashandisi vanogona kuburitsa mishumo yakazara, senge mishumo yekutengesa, kuongorora nekuvandudza mabasa avo eCRM.
• Tsigiro yemitauro yakawanda: Someka CRM Excel Template inotsigira mitauro yakawanda, ichipa kune yepasi rese mushandisi base.

5.2 Cons

• Cost: Kusiyana nedzimwe sarudzo, Someka's CRM template haisi yemahara. Izvi zvinogona kuve zvipimo kune mabhizinesi madiki kana startups ane zvipingamupinyi zvebhajeti.
• Yakaganhurirwa Customization: Someka's CRM template, ichiri yakasimba, inopa mashoma ekugadzirisa maficha mukuenzanisa nemamwe matemplate eCRM.

6. ActiveCampaign CRM Template

ActiveCampaign, inonyanya kuzivikanwa neyayo email kushambadzira, otomatiki, uye kutengesa CRM maturusi, inopa inosiyana CRM template yeExcel. Inodiwa nemabhizinesi mazhinji, inobatsira mukugadzirisa mapaipi ekutengesa uye hukama hwevatengi. Iyo template inobatsira mukuona uye kuronga kusangana kwevatengi, data rekutengesa, uye kufanotaura zvinobudirira.

6.1 Zvakanakira

• Zvakajeka uye zvakarongeka: ActiveCampaign's CRM template yakagadzirirwa kuratidza yakajeka, yakarongeka yakarongeka maonero epombi yako yekutengesa uye yevatengi touchpoints.
• Mazano anobatsira: ActiveCampaign inopa mazano anobatsira uye zviwanikwa kubatsira mabhizinesi kuwedzera kukosha kwaanowana kubva kutemplate.
• kugarisana: SeExcel template, inoenderana nechero mudziyo unogona kumhanya Excel, izvo zvinoita kuti ive chishandiso chinogoneka.
• Data visualization: NeActiveCampaign's CRM template, vashandisi vanogona kuona data ravo mune akati wandei mafomati, vachipa maonerwo anochinja ekuedza kwavo hukama hwevatengi.

6.2 Cons

• Basic functionality: Iko kushanda kweActiveCampaign's CRM template, nepo inokwana most mabhizinesi madiki, anogona kunge asina kusimudzira zvakakwana kune mabhizinesi akakura ane zvinodiwa zvakaoma.
• Zvinoenderana neruzivo rwemushandisi: Kujairana kwemushandisi neExcel kunokanganisa kusvika kwavanogona kuwedzera zvakanakira iyi template.

7. TemplateLab CRM (Customer Relationship Management) Zvikamu MuExcel

TemplateLab inopa huwandu hwakasiyana hwematemplate ezvido zvakasiyana, pakati peiyo CRM Matemplate MuExcel anoshanda sechinhu chakakosha chekushandisa. mabhizinesi. Aya matemplate akagadzirirwa kubatsira mabhizinesi mukutonga uye kuteedzera hukama hwevachengeti, maitiro ekutengesa, uye kuita nenzira yakarongeka uye yakarongeka. Iwo akakura emhando yematemplate anovimbisa kuti mabhizinesi ehukuru hwakasiyana uye zvinodiwa anogona kuwana mhinduro inoenderana nezvavanoda.

7.1 Zvakanakira

• Mhando dzakasiyana dzematemplate: Iwo akasiyana-siyana eCRM templates anopiwa anobata kune yakakura seti yezvido, zvichiita kuti ishande uye inochinjika kune akasiyana marudzi emabhizinesi.
• Yemahara: Yese yeTemplateLab's CRM Excel Matemplate yakasununguka kurodha uye kushandisa, zvichiita kuti ive sarudzo inokwanisika kumabhizinesi madiki uye s.tartups.
• Mushandisi-ane ushamwari: Iwo ma templates akagadzirirwa kuve nyore kushandisa neyakajeka marongero, achiita kuti asvike kunyange kune avo vasina ruzivo rwehunyanzvi.
• Mazano akakwana: TemplateLab inopa akadzama madhairekitori padivi pematemu avo kuti anzwisise zviri nyore mashandiro echishandiso.

7.2 Cons

• Zvishoma zvemhando yepamusoro: Iwo emahara CRM matemplate anopihwa neTemplateLab anogona kushaya mamwe maficha epamberi kana magadzirirwo anogona kuwanikwa mune akabhadharwa kana akazara-akazara maCRM dzimwe nzira.
• Zvinoenderana neExcel: Sezvo matemplate aya ari eExcel, vashandisi vangada ruzivo rwekushanda rweMicrosoft Excel kuti vagone kukwidziridza kugona kwavo kuzere.

8. Nyore Sheets CRM Excel Uye Google Sheets Template

Mashizha Akareruka ipuratifomu inozivikanwa neyakajeka, mushandisi-ane hushamwari matemplate. Nyore Sheets 'CRM template inoenderana neExcel neGoogle Sheets, ichipa mabhizinesi nzira yakareruka yekutarisa ekutengesa mapaipi, kuteedzera kudyidzana kwevatengi, uye optimize yekutevera. Yakagadzirirwa kuve mhinduro iri nyore uye inosvikika yekugadzirisa hukama hwevatengi nemazvo.

8.1 Zvakanakira

• Intuitive Design: Nyore Sheets 'CRM template yakagadzirirwa mushandisi nyore, ine yakajeka marongero uye asina kuomesesa maficha anoita kuti ive yakakodzera kune vashandisi veese hunyanzvi mazinga.
• Excel uye Google Sheets Kuenderana: Iyo template inoenderana neExcel neGoogle Sheets inoita kuti iwanikwe yakafara pane akasiyana masisitimu anoshanda uye zvido zvevashandisi.
• Kumhanya uye Kubudirira: Nyore Mashiti 'akachena, minimalistic maitiro anovandudza kukurumidza uye kushanda zvakanaka, kuderedza nguva inodiwa yekuisa data uye kuongororwa.
• Dynamic Analyzer uye Visual Data: Iyo template inosanganisira inoshandura analyzer inoratidza chaiyo-nguva data shanduko uye inotsigira data yekuona yekuona uye kunzwisisa zviri nani.

8.2 Cons

• Yakaganhurirwa Customization: Nepo iyo template ichipa zviri nyore, inogona kushaya akadzama ekugadzirisa maficha angangodiwa nemamwe mabhizinesi.
• Zvinoenderana Neruzivo rweMushandisi: Kushanda kwetemplate kunoenderana nekuziva kwemushandisi neExcel kana Google Sheets, izvo zvinogona kudzikisira kushanda kwayo kune vanotanga.

9. Vcita CRM Excel Template

Sepuratifomu inopa manejimendi ebhizinesi uye maturusi ekuita zvevatengi, vcita inopawo CRM Excel template. Iyo template inobvumira mabhizinesi kurodha uye kugadzirisa kudyidzana kwevatengi, kugadzwa, invoice, uye kusimudzira kuedza. Inoratidza kuzvipira kwevcita kupa mushandisi-centric mhinduro dzinoita kuti manejimendi hukama hwevatengi kuve nyore uye hunoshanda.

9.1 Zvakanakira

• Yakagadzirirwa maSME: vcita's CRM template yakanyatsogadzirirwa madiki-kusvika-epakati mabhizinesi, zvichiita kuti ive yakatarisana uye inoshanda chishandiso chekugadzirisa kusangana kwevatengi muchikamu ichi.
• Comprehensive Features: Kupfuura kungodyidzana kwevatengi, iyo template zvakare inovhara nzvimbo dzakaita sekugadzwa, invoice, uye kukwidziridzwa, zvichiita kuti ive chishandiso chinogoneka.
• Cross-Functional: Iyo template inogona zvakare kushandiswa pane ese mabasa uye zvikwata, ichigonesa kuona kwakabatana kweiyo mutengi hukama maitiro.
• Zvichienderana: Tichifunga nezvehupamhi hwemaficha, vcita's CRM Excel template inogona kuchinjika kune akasiyana bhizinesi zvinodiwa.

9.2 Cons

• Complex kune Vanotanga: Huwandu hwezvimiro muvcita's CRM Excel template inogona kuve yakawandisa kune vanotanga.
• Yakaganhurirwa Customization: Nepo iyo template ichipa akati wandei maficha, inogona kusapa emhando yepamusoro sarudzo dzinodiwa kune dzakanyanya bhizinesi zvinodiwa.

10. LuxTemplates Kutengesa CRM - Excel CRM Template yeKuvandudza yako Kutengesa Pipeline

LuxTemplates inopa yakasarudzika Kutengesa CRM Excel template yakagadzirirwa kuwedzera kutengesa mapaipi. Iyi template yakasimba uye inoratidzika-yakapfuma, inopa ruzivo rwakadzama uye kuronda data kubatsira mabhizinesi kubata nekuvandudza maitiro avo ekutengesa. Iine dhizaini ine hunyanzvi inotarisana nekuwedzera mashandiro ekutengesa, LuxTemplates 'CRM Excel template inogona kuve yakakosha asset kune chero bhizinesi rinotsvaga kukwidziridza kuedza kwavo kutengesa.

10.1 Zvakanakira

• Detailed trajectory: LuxTemplates 'CRM template inopa yakadzama trajectory yemaitiro ekutengesa, ichipa nuanced nzwisiso iyo inogona kubatsira zvakanaka-tune kutengesa kuedza.
• Mashoko anoonekwa: Iyo template inosanganisira akapfuma ekuona data zvinhu senge machati uye magirafu anoita kuti kududzira nekuongorora kwedata kuve nyore uye zvakanyanya kukanganisa.
• Customizable: Nesarudzo dzekugadzirisa, LuxTemplates inobvumira mabhizinesi kuti agadzirise template zvinoenderana nezvavanoda kubuda.
• Yakarongeka uye Inoshanda: Iyi template yakanyatsorongeka kuti igadzirise maitiro ekutengesa kutengesa, nekudaro kuvandudza kushanda zvakanaka.

10.2 Cons

• Cost: Kusiyana nedzimwe sarudzo, LuxTemplates 'CRM Excel template haisi yemahara.
• Kudzidza Curve: Tichifunga nezvayo yakasimba maficha uye kugona kwepamberi, LuxTemplates CRM template inogona kuve neinodzika zvishoma yekudzidza curve, kunyanya kune vanotanga.

11. Knack CRM Excel Template

Knack ipuratifomu inozivikanwa nekupa online dhatabhesi software uye zvine hukama maapplication. Pakati pezvipo zvavo pane yakareruka tsika CRM Excel template, yakanyatso gadzirirwa kuita kuti hukama hwevatengi huwedzere kurongeka uye hunoshanda. Nekureruka kwekushandisa kumberi, Knack's CRM template inopa mabhizinesi nzira inoshanda uye yakatwasuka yekuronga, yekutevera uye kugadzirisa kudyidzana kwevatengi uye maitiro ekutengesa.

11.1 Zvakanakira

• Zviri nyore uye zvakachena: Knack's CRM template iri nyore uye iri nyore kushandisa, inonakidza kune vashandisi vanoda zvakatwasuka, zvinoshanda zvinoshanda.
• Sangano rinoshanda: Iyo template inopa yakarongeka nzira yekurekodha, kuteedzera uye kugadzirisa kudyidzana kwevatengi, kubatsira mabhizinesi kuvandudza maitiro avo eCRM.
• Comprehensive scope: Kunyangwe iri nyore, iyo template inovhara yakafara chiyero kusanganisira ruzivo rwevatengi, kuteedzera kutaurirana, maitiro ekutengesa, nezvimwe.
• Flexible uye customizable: Vashandisi vanogona kugadzirisa uye kugadzirisa template zvinoenderana nezvavanoda chaizvo kana sekushanduka kwebhizinesi ravo.

11.2 Cons

• Zvishoma zvemberi zvinhu: Mushandisi anoda mamwe maficha epamberi uye akaomarara anogona kuwana Knack's CRM Excel template isingakwane kune zvavanoda.
• Zvinoenderana Nehunyanzvi hweMushandisi: Kunyatsoshandisa template iyi kunoda ruzivo rwekushanda kweExcel, iyo inogona kuderedza kushanda kwayo kune vashandisi vasina kujairana nesoftware.

12. Excel Projects AJ CRM Template Excel

Excel Projects AJ inopa yakazara uye yakasimba CRM template yeExcel ine chinangwa chekuwedzera zvakakwana kusimudzira hukama hwevatengi kumabhizinesi. Iyo template inopa maficha akadai sevatengi kuonana manejimendi, transaction tracking, rekutengesa timu performance metrics, nezvimwe. Excel Projects AJ yakanyatso gadzira iyi template ine customizability uye scalability mupfungwa, ichipa mabhizinesi nechinhu chinogoneka chinokura nezvido zvavo.

12.1 Zvakanakira

• Yakadzama uye Yakasimba: Excel Projects AJ inopa yakakura maficha mune yayo CRM template, inovhara kubva kune vatengi manejimendi kusvika kutengesa performance metrics.
• Customizable: Iyo template inobvumira yakakwira dhigirii yekugadzirisa ichiita kuti ienderane kune chaiyo bhizinesi zvinodiwa uye zvaunofarira.
• Scalable: Chiyero cheCRM template chinogona kukura nebhizinesi, zvichiita kuti ive mhinduro yenguva refu.
• Data Manipulation Tools: Nekusanganisirwa kwematafura epivot, machati, uye zvidimbu, vashandisi vanogona kushandura data munzira dzakawanda dzekuongorora kwakadzama.

12.2 Cons

• Cost: Kusiyana nematemplate emahara anowanikwa kune mamwe masaiti, Excel Projects AJ's CRM template inouya nemutengo.
• Kunzwisisa: Nekuda kweayo akakura maficha uye epamberi data maturusi, template iyi inogona kunge iine yakadzika yekudzidza curve yevashandisi vasina ruzivo.

13. pfupiso

13.1 Yese Kuenzanisa Tafura

Site	Template Count	Features	mutengo	Customer Support
Salesflare CRM template yeExcel	1	Data-yakazvimirira, customizable, nyore kushandisa	Free	Zvishoma
Smartsheet CRM Matemplate eExcel uye Google Sheets	siyana-siyana	Inoenderana neExcel neGoogle Sheets, Kudyidzana, Kubatanidza	Yemahara uye Inobhadharwa	Zvakawandisa
Vertex42 CRM template	1	Nyore interface, yakazara.	Free	Zvishoma
Someka Excel CRM template	1	Mushandisi-ane hushamwari, Zuva rekutevera, Chirevo Chizvarwa, Tsigiro yemitauro yakawanda	Paid	Kugona
ActiveCampaign CRM template	1	Maonero akarongeka, Vatungamiri	Free	Available
TemplateLab CRM (Customer Relationship Management) Matemplate MuExcel	siyana-siyana	Matemplate akasiyana, ari nyore kushandisa	Free	Zvishoma
Nyore Sheets CRM Excel Uye Google Sheets Templeti	1	Intuitive dhizaini, dynamic analyzer, data yekuona	Paid	Available
tarisa CRM Excel template	1	Yakagadzirirwa maSME, inovhara nzvimbo yakakura	Paid	Kugona
LuxTemplates Kutengesa CRM - Excel CRM Template yeKuvandudza yako yekutengesa Pipeline	1	Visual data, customizable, yakarongeka	Paid	Available
Knack CRM Excel template	1	Nyore, inoshanda, yakazara	Free	Zvishoma
Excel Projects AJ CRM template Excel	1	Detailed, robust, customizable	Paid	Available

13.2 Yakakurudzirwa Template Site Yakavakirwa pane Zvakasiyana Zvinodiwa

Nekuti startups nemabhizinesi madiki anoda acost-inoshanda mhinduro, Vertex42's CRM Template, ActiveCampaign's CRM Template, uye Knack CRM template inokurudzirwa. Ivo vanopa zviri nyore asi zvinobudirira CRM zvigadziriso zvinokwanisa kuenderana nezvinodiwa zvekutanga zvemabasa madiki. Kune avo vari kutsvaga mamwe matemplate-akapfuma matemplate, uye vanoda kushandisa, Someka, Nyore Sheets, vcita, LuxTemplates, uye Excel Projects AJ inopa maficha epamberi uye zvishandiso zvinopa kutarisisa kwakadzama mumaitirwo ekutengesa uye nekudyidzana kwevatengi. Idzi dzinogona kunge dzakakodzera kumabhizinesi ari pakati nepakati.

14. Mhedziso

14.1 Pfungwa dzekupedzisira uye dzekutora pakusarudza iyo Excel CRM template saiti

Kusarudza Excel CRM template isarudzo yehungwaru yakasungirirwa kune yako yakasarudzika hukama hwevatengi hukama zvinodiwa. Tichifunga zvakasiyana-siyana zvinopihwa nemasaiti akasiyana, maitiro ekusarudza anofanirwa kuenzanisa mashandiro anopihwa netemplate, chinodiwa chebhizinesi, nyore kushandisa, scalability, uye kuti template iri mukati mezvipingaidzo zvako zvemari. Ungave uri mudiki start-up uchitsvaga acost-inoshanda CRM mhinduro kana bhizinesi hombe rinovavarira yakasimba, chimiro-chakazara system, zvakakosha kuve nechokwadi chekuti yakasarudzwa Excel CRM template inosangana neyako bhizinesi mamiriro uye zvinodiwa.

Rangarira budiriro yeCRM sisitimu haigare muchishandiso pachayo, asi kuti inoshandiswa sei nemazvo. Nekudaro, sarudza template isingangoteedzere uye inogadzirisa kudyidzana kwevatengi zvinobudirira asi zvakare inonzwisisika uye mushandisi-ane hushamwari kuchikwata chako. Pakupedzisira, iyo yakanakisa Excel CRM template ndiyo yakanyatso kuenderana nebhizinesi rako zano, maitiro evatengi manejimendi, uye ramangwana rekukura mafambiro.

Munyori Sumo:

Vera Chen inyanzvi yekudzoreredza data mukati DataNumen, iyo inopa huwandu hwakawanda hwezvigadzirwa, kusanganisira chishandiso chine simba ku gadzirisa Shoko gwaro.