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CRM Templates
Simple CRM
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Client Database TemplatePersonal CRMReal Estate CRMSolar CRMHealthcare CRMSchool CRM
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Simple CRM

Trending Templates
Client Database TemplatePersonal CRMReal Estate CRMSolar CRMHealthcare CRMSchool CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction
Table Templates
CRM Templates
Simple CRM

Simple CRM

Manage contacts, deals, and work progress through free online CRM spreadsheet integrated with lead gen forms. Fully customizable, easy-to-use, and no coding required.

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Simple CRM Spreadsheet Template
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About this template

A simple CRM is an easy-to-use business relationship management system that provides you with increased productivity and improved profitability. Use this free Simple CRM Template to easily record interactions with potential and current customers, keep contact details of primary contacts, assign employees to business interactions, and more. Simply embed the attached lead generation form on your website to start collecting contact information — new leads will appear in your Simple CRM automatically! You may also enter contact information into the table manually.

Customize the template to build your own Simple CRM without any coding! Simply drag and drop to adjust visual elements, change the text, choose new label colors, and add as many columns as needed. You’ll be able to view and edit your CRM on any device, and entries may be downloaded, printed, or shared in just a few clicks. Improve the way you run your business with a Simple CRM Template that simplifies the way you track customer interactions and manage leads.

Details
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Categories
  • Go to Category: CRM Templates
Created by
jotform

Connected Assets

This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.

  • Lead Tracking App
  • Quotation Management App
  • Small Business CRM App
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