Simple CRM Planner for Small Businesses and Freelancers | PDF + Excel
Simple CRM Planner for Small Businesses and Freelancers. This Simple CRM Planner helps small businesses and freelancers manage customer relationships...
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Details
Simple CRM Planner for Small Businesses and Freelancers – This Simple CRM Planner helps small businesses and freelancers manage customer relationships effectively, especially around Black Friday.
The Simple CRM Planner is designed for small businesses, freelancers, and sole proprietors looking for an easy-to-use customer management solution without subscription fees. With a focus on facilitating planning for Black Friday and Cyber Monday, this product offers a user-friendly interface tailored for the North American market.
Inside, you will find essential tools such as a customer directory, an activity and follow-up log, a planner for 2027, an overview of offers and invoices, and a dedicated tracker for Black Friday and Cyber Monday. These tools simplify tracking your customers and activities, giving you more time to focus on growing your business.
What's included
- Customer directory with contact details and note fields.
- Activity and follow-up log formatted for US date style.
- 2027 planning template for your business goals.
- Automated overview of offers and invoices.
- Black Friday/Cyber Monday planning tracker.
- 7-page PDF (A4 + US Letter)
- XLSX + CSV template
Who it's for
- Small businesses
- Excel and Google Sheets users
Good to know
- Printable in A4 and US Letter formats.
- Suitable for all ages and business types.
- Works in any spreadsheet app.
- Not professional advice; check local regulations for business practices.
Format
Instant digital download: one ZIP file with CSV, PDF, XLSX files (PDF in A4 and US Letter). You also get the download link by email.
Personal-use licence. Instant download after checkout.
