Solar CRM
A solar CRM spreadsheet is used to help solar energy businesses keep track of clients and work progress. With this free Solar CRM spreadsheet, you can input lead contact details, manage quote requests, and monitor projects online. The information is stored securely in your Jotform account and can also be viewed in a calendar format, making it easier to manage your appointments with homeowners.
Make your Solar CRM spreadsheet work for you — feel free to update tabs, columns, rows, and color-coded tags to get the look and function you need. Streamline your workflow and improve the way you manage contact details, quotes, proposals, and work progress with our free online Solar CRM — by improving relationships with clients, you can work to close bigger deals for your solar energy company.
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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Sales CRM
A Sales CRM that allows to manage target accounts, leads, opportunities and tasks in an all-in-one platform throughout the sales funnel, preserve leads’ data, categorize targets, define opportunity values and manage interactions.
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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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Healthcare CRM
Free online healthcare CRM tool for private practices. Easy-to-view spreadsheet. Easy to customize. HIPAA compliance features. No coding.
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Massage CRM
Collect and manage client information and appointments for your massage business. Free digital CRM platform. Easy to customize, download, and share 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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