ClientFlow – CRM & Pipeline Tracker
- 401.000₫
802.000₫- 401.000₫
- Unit price
- per
- Manage contacts, client companies, sales opportunities, and communications in one organized CRM template.
- Track your sales pipeline, deal values, priorities, stages, and closing dates.
- Monitor key performance metrics through a clear, visual dashboard.
- Includes both Microsoft Excel and Google Sheets versions.
- Comes with a step-by-step video tutorial for quick setup.
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DESCRIPTION
What This Template Does
- ✔ Stores detailed client company and contact information
- ✔ Tracks opportunities by stage, status, priority, source, value, and probability
- ✔ Records emails, calls, meetings, and other client interactions
- ✔ Calculates pipeline value, win rate, average deal size, and closed opportunities
- ✔ Highlights overdue, lost, open, and high-priority opportunities
- ✔ Assigns clients and opportunities to individual account managers
- ✔ Customizes CRM categories, currencies, sales stages, and interaction types
Perfect For
- ✔ Small businesses and startups
- ✔ Freelancers, consultants, and agencies
- ✔ Sales and business development teams
- ✔ Account managers and client service teams
- ✔ Business owners seeking a simple, no-subscription CRM
Key Benefits
- ✔ Keep customer and sales information in one centralized system
- ✔ Get instant visibility into pipeline health and sales performance
- ✔ Reduce missed follow-ups and overlooked opportunities
- ✔ Prioritize high-value and time-sensitive deals
- ✔ Manage your CRM without additional software or monthly subscriptions
- ✔ Choose between Google Sheets and Microsoft Excel versions
- ✔ Get started quickly with the included video guide
Sales Performance at a Glance
Get a clear overview of your sales pipeline, activities, and key CRM metrics in one visual dashboard.
- ✔ Track open opportunities and potential pipeline value
- ✔ Monitor win rate, average deal size, and closed deals
- ✔ Identify overdue and high-priority opportunities quickly
Manage Your Sales Pipeline
Track every sales opportunity from the initial lead through to closing or follow-up.
- ✔ Organize deals by stage, status, priority, and source
- ✔ Track deal value, win probability, and closing date
- ✔ Assign opportunities to individual account managers
Keep Every Contact Organized
Store essential contact details and keep important client information accessible in one place.
- ✔ Record names, roles, emails, phone numbers, and LinkedIn profiles
- ✔ Connect each contact to a company and account manager
- ✔ Prioritize contacts and add notes for easy follow-up
Build Your Client Database
Create a centralized directory of current clients, prospects, partners, and target companies.
- ✔ Store company details, websites, addresses, and contact numbers
- ✔ Categorize companies by type and priority
- ✔ Assign a dedicated account manager to each company
Never Miss a Follow-Up
Maintain a complete history of emails, calls, meetings, and other client interactions.
- ✔ Record every client interaction with dates and notes
- ✔ Connect communications to contacts and sales opportunities
- ✔ Track follow-up activity by priority and account manager
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