Business CRM
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Stay connected to customers, streamline processes and improve profitability.
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Template Description
Why did I create this template?
Build an entire business CRM to help :-
Businesses manage all of their interactions with their existing & potential customers and improve profitability.
Individuals stay connected to customers, streamline processes, and improve profitability.
What's inside the template ?
Business CRM includes:-
Task database :- Keep track of your tasks with a table view containing status , due-date , clients and note making related to interactions , tasks and clients .
Interaction database :- Comes with a calendar view and list view mark your meetings and make notes .
Client database :- Keep track of your clients & also keep track of your workers tasks , projects & meetings .
Project database :- Comes with a table view to track all your projects .
How to use this template ?
Read out resources section to know , how to use this template .
What are the benefits of the template?
With this template you can personalize interactions with the customer to solve issues and keep them satisfied and in turn build stronger relationships with them and grow your business faster.
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