Easy CRM template - Google sheets - Customer relation management tool

Questions: contact.iunocreations@gmail.com

Long video tutorial: https://www.youtube.com/watch?v=XWgIAJiL4X4

Easy CRM - Google sheets - makes you develop good habits in prospection and facilitates the follow-up of your activity thanks to automated, easy to use support sheets

Each time you start a project, you are back to square one when it comes to prospection.

You need to have a tool to enter your inputs/ follow your activity/ have a clear overview of your business and you face two choices

1. You take 2-3 hours to create this super important tool for your business, regardless of your expertise in Excel/ google sheet

• You took 2-3 hours to create the tool instead of focusing on other important subjects

• Tool is not as good as you need it to be

• Tool is very often limited in features and not optimized for collaboration 

2. You subscribe to a built-in online CRM and pay fees that reach often 30$/ month/ user. 

• As you are paying entry-level price, it can show some limits in its daily use (basic features, no analysis…)

• It is costly for an early stage business

• Or you simply don’t need some optional features and don’t need to pay as much 

This is where this tool can be the perfect fit for you

Instead of taking 3 hours of your time to create a handmade solution, that will show its limits quickly as you grow bigger, instead of paying +30$/ month for basic features of an online CRM, buy this CRM for less than 50€ and enjoy a ready to use tool that will bring value to your prospection activity as you start

In this google sheets, you have

• 2 central database pages

  ✅ One sheet to enter the accounts and deals attached

  ✅ One sheet to enter the contacts associated with your accounts and put your next steps concerning their activation

  
  

The model will do the rest with

• 3 sheets to help you follow and manage your activity, next steps, accounts

  ✅ A personal dashboard with your pipe overview, Forecast, wins, losses and next steps overview

  ✅ An Overall Next steps overview with pending tasks, next steps to do and have an overview of different workflows

  ✅ A Calendar point of view to organize your week in consequence

  
  

• 3 sheets to help you understand your business and your prospection

  ✅ One sheet to help you follow the accounts that do not have contacts attached or accounts that are not activated

  ✅ A engagement overview to follow the accounts that answered to your activation

  ✅ A general overview of your business with overall pipe, Forecast, wins and losses

It is ideal for

✅Early stage projects and companies

✅Independent workers and freelancers

✅Small SMEs

✅Anybody that want to save on time on building its own tool or paying + 30$/ month subscriptions

Who am I?

I work for a US tech unicorn company and I am specialized in process automation and Business analysis.

I also have side businesses for which I developed this tool.

Thanks to it, I was able to shrink my prospection management and follow-upn from 8h to 4h weekly while doubling the numbers of prospects I was reaching out weekly. It also gave me a lot of insights on my business while sparing me all the analysis.

Music in video: bensound.com