All-in-One CRM Template for Excel & Google Sheets – Track Leads, Sales & Contacts Easily - Includes Free Google Sheets Budget Planne

Ultimate Small Business Templates in Excel and Google Sheets

Introducing the finest Bundle of Spreadsheet Templates for Small Businesses, comprising 4 essential tools. With our meticulously crafted bundle, you gain access to unparalleled resources tailored to optimize small business operations. Track finances, set competitive prices, manage inventory seamlessly, and monitor orders effectively. Elevate your business efficiency and propel growth with our best-in-class bundle.

WHAT’S INCLUDED ?

• Detailed video tutorial on how to use this spreadsheets
• Step by step instructions
• 16 Templates of Spreadsheets
• 4 Sample Excel Spreadsheet with Mock Data
• 4 Excel Spreadsheet with Empty Data
• 4 Sample Google Sheets Spreadsheet with Mock Data
• 4 Google Sheets Spreadsheet with Empty Data
• Editable in Google Sheets and Microsoft Excel
• Compatible with MAC, PC, Phones, Tablets

1. CRM Spreadsheet 

• Intuitive and quick set up in just a few steps
• Lead Generation Dashboard
• Project Management Dashboard
• Task and Follow Up Dashboard
• Communication Dashboard
• Customer Feedback Dashboard
• Marketing Campaign Dashboard
• Subscription Management Dashboard

2.               Rental Property Management 

• Intuitive and Quick Set Up in Just a Few Steps
• Multi-Layer Smart Property Dashboard
• Property-Specific Management Dashboard
• Annual Dashboard with Top Performers
• 5-Year Projections Forecast
• Advanced Analytical Tools
• Profit Goals and Budget Expense Management
• ROI Property Management Calculator

3.               Etsy Seller Bookkeeping 

• Intuitive And Quick Set Up Just In A Few Steps
• 5-year Business Growth Analytics
• Advanced Analytics To Cover Every Single Detail
• Custom Date Dashboard
• Annual Dashboard With A Detailed Summary
• Track Your Profit Goal Targets
• Just Upload Your Monthly Etsy Statement
• Etsy Marketing Hub Included

4.               Small Business Bookkeeping 

• Intuitive and Quick Set Up Just in a Few Steps
• 5-Year Business Growth Analytics
• Advanced Operational Tracker
• Integrated Multi-Bank Account Support
• Global Dashboard with a Detailed Summary
• Profit Tracking & Expense Budget Management
• Dynamic Dashboards for Greater Analysis
• Global Tax Reporting Dashboard

YOU WILL NEED:

• A device to access Google Sheets or Microsoft Excel
• A Google Account (if editing through Google Sheets)
• Microsoft Excel (if editing through Excel)
• Basic computer knowledge

HOW IT WORKS:

1. Purchase (instant download)
2. Upload the PDF file (access to Google Sheet)
3. Download the Excel template
4. Open the spreadsheet (start planning!)

SOME POINTS TO CONSIDER:

This is a digital download. No physical items will be shipped after the purchase.

Due to the digital nature of the product, all sales are final, and refunds are not issued.

🎁 BONUS INCLUDED: Customizable Budget Planner Template (Google Sheets)
Take control of your business finances with this fully editable Budget Planner — now included FREE with your CRM Template!

Whether you're tracking monthly expenses, planning for growth, or managing cash flow, this bonus tool helps you stay organized and profitable. Easily update income, costs, and projections with intuitive dashboards and automated calculations.

What’s Inside:

Monthly & annual budget tracker

Income vs. expense dashboard

Color-coded charts & progress visuals

Editable in Google Sheets (or Excel)

Perfect for freelancers, small business owners, and side hustlers who want their CRM and finances all in sync.