CRM Excel Template M3 PRO

CRM Excel Template M3 PRO.

CRM M3 is an Excel Template developed to evaluate customer interactions.

Use this template to improve customer service, streamline the sales process, and cross-sell items more efficiently.

The goals of this CRM Excel template are to ensure long-term client loyalty and to back up your management decisions with excellent data.

Important characteristics

Delivers actionable information to keep clients and attract new ones.

Keep track of your sales progress and lead sources.

Easily keep your sales team up to date

Put all of your client connection KPIs in one place.

Template in several languages: Choose one of the available languages (English, French, Portuguese, Spanish, and Italian) or manually translate to your preferred language.

Video CRM Excel Template M3 PRO

What has changed in version CRM M3 PRO?

There is room in the pipeline for two more status (total of 8 status)

Complete dashboard redesign

4 fresh reports (Monthly Report, Salespersons Report, Companies Report and Products & Services Report)

Updated performance gain formula

Images CRM Excel Template M3 PRO

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