Simple CRM
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.
Construction CRM
A construction CRM to keep record of leads, customers and contractors with all their relevant data, to manage interactions, easily assign team members to tasks and a handy way to track service details.
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Solar CRM
Improve your solar energy company’s workflow with our free Solar CRM spreadsheet template. Track clients, quotes, proposals, and work progress online.
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Church CRM
A Church CRM composed of tabs that allows keeping contact data of members, determine their contribution, track and manage events, choose their frequency, add the responsible community, list communities with their hosts and members.
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Personal CRM
Manage your personal and professional relationships. Keep track of contacts and connections with ease. Access on any device for free. No coding required.
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Client Database Template
No CRM? Collect and manage leads with this free online Client Database Template. Easy to customize, download, and share. Works on any device. No coding.
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Small Business CRM
Collect and track leads for your small business. Free CRM template for new businesses. Easy to customize, download, and share. No coding required.
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