Free Excel CRM System That Is Easy To Use
(CRM Based In Excel For Quick Learning)
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Benefits of Profitworks' Free Excel CRM System
- quickly and easily shows your top leads, what leads you need to take action on, the status of each lead and all communication for each opportunity or with each contact
- it is a super simple and easy to learn CRM, even if you have never used a CRM before
- automated sales dashboard that updates automatically
- shows you look at the productivity of your sales team across any time period
- displays your sales win rate over any time period
- reports the marketing channels that are working the best to drive both leads and sales over any time period
- it is easy to copy and paste information into and out of the CRM system
- easy to create and build custom reports given all the data is in excel
- logical and an attractive layout
- it is FREE!!!!
Profitworks Excel CRM System Overview
The Profitworks Excel CRM System has everything you need in a CRM, it is easy to learn how to use and most importantly, it is not time-consuming to use. The excel CRM includes a dashboard, opportunity tracker, customer communication log and contact database that is easy to modify and customize to your business, given it is built-in excel. If you are interested in getting more customers for your business, and saving time using your CRM, download our free excel CRM system now! It has already been downloaded by over 3,200 businesses.
Easy To Use Without Training. Built By People In Sales.
Why Every Business Should Use A CRM
CRMs have consistently proven to help businesses in a number of ways including increased revenue, better revenue forecasting, increased customer retention and increasing sales staff productivity. By having all customer and prospect information in one central location that is quick to reference and easy to run reports on is extremely valuable for all businesses. Studies show that CRMs increase sales by 29%, increase sales staff productivity by 34% and increase forecast accuracy by 42%.
Get our free excel CRM system now because having a CRM is critical to your success.
Already downloaded by over 2,700 businesses
Components Included In This Free Excel CRM System
- Sales Team Dashboard (Sales Pipeline Summary, Sales Team Productivity Overview, Top 5 Sales Leads Overview, Source Of Leads And Sales Summary)
- Opportunity Tracker
- Communication Log (sortable by company, opportunity or contact)
- Contact Database
- Sales Stage Overview (sales stages are customizable to match the sales process of your business)
- Source Of Leads Summary
Get a free sales template for you or your sales team...click here.
Already downloaded by over 2,700 businesses