This lightweight customer relationship management template is designed for people who want a solid and customizable foundation to manage their business relationships. It helps you with your opportunities pipelines, your contacts, and all activities related to build solid business relationships. It could be a perfect fit for freelancers, founders, entrepreneurs and business owners that are looking for a solid but customizable starting point to quickly start managing their business relationships.
In short, it is a template that lets you quickly build a Lightweight CRM that fits your workflow and not the other way around.
While CRM tools provide a solid relationship management solution, most CRM tools make too many assumptions about how a CRM should work for you, forcing you to work in a way that doesn’t fit your workflow. More than often, these tools can be overly complex, meaning you end up with a huge number of features you don’t put in use because you don’t have the time to learn all of them. This lightweight CRM is perfect for freelancers, founders, entrepreneurs and small business owners who need to manage relationships of all types. It will give you a starting point to manage many relationships for your business and you can and customize it to fit your unique needs.
This template consists of 4 sheets which translates to 4 tables in your database. These tables are:
Each table is designed to make as few assumptions as possible about the information you want to track, so they only include fields that are necessary to help you start as soon as possible to manage your business relationships.