Description
Stop losing customers because you forgot to follow up.
The SME Customer Management System is a professional, ready-to-use Excel CRM designed specifically for small business owners, freelancers, consultants, agencies, and online sellers.
What you get:
– Complete customer database
– Lead & sales pipeline
– Follow-up manager (Overdue / Today / Upcoming)
– Interaction history
– Sales, payments & quotations tracking
– Products & services catalogue
– Task manager
– Live Dashboard
– Reports
– Settings, Help & Data Dictionary
– Realistic demo data + full user guide
Who it’s for:
Small business owners, Instagram vendors, consultants, coaches, freelancers, agencies, salons, real estate agents, retailers and growing teams who need a simple system that actually gets used.
Why it works:
Most small businesses don’t need Salesforce. They need a clear system that answers six questions every day: Who is this person? What do they want? What have they bought? When did we last speak? What is still open? What should happen next?
Format: Microsoft Excel (.xlsx)
Compatible with: Excel 2016 and later, Microsoft 365
Reviews
There are no reviews yet.