Customer relationship management software template free

customer relationship management software template free

Learn about CRM dashboards and how they can bring your company In this article, you'll learn the CRM dashboard basics, find free, downloadable templates , and . System and User Dashboards: An administrator usually creates system. Free CRM is the #1 SaaS cloud customer relationship management and sales force Free CRM software in the cloud powers sales and customer serviceCRM using the data in the CRM that gets merged with your Word templates. Want to . Jun 7, Turns out, you can get really great CRM software for free. You can then sample HubSpot's professional marketing features with built-in trials.

It's powerful, but also very easy to use. Add contacts just by entering their name and email address, and HubSpot CRM will find their picture and pull in details about their company automatically.

Track as much info as you want about contacts with custom fields, and connect it to Gmail or Microsoft Outlook to schedule and track emails—or install its Sidekick add-on to see contact details alongside your email inbox. And preview contacts quickly from your HubSpot CRM contacts list's sidebar popover that shows details about contacts without having to open a new page.

With a free account, you get all the core CRM features to manage contact info, create deals and track as they progress to a final sale, list tasks and appointments with contacts, and build signup forms for your website as a quick way to gather new contacts.

It can even track visits to your website to know when a lead is, say, checking out your pricing page. You can then sample HubSpot's professional marketing features with built-in trials that let you try sending automated emails or making calls from your browser before diving in with a paid plan.

Google Contacts personal Best for a simple personal CRM inside Gmail It's just the address book that's built into Gmail, so you might be apt to overlook it when you need a tool to manage professional relationships. But the newly redesigned Google Contacts includes many of the features you'd expect from a CRM—as long as you're working on your own. Google Contacts automatically tracks everyone you email, adding them to your Frequently Contacted list. You can then organize contacts into groups and add as many details as you want—including notes, as long as you just add each new note in the same Notes box.

There's no way to track sales stages, but you could make new groups for every step from lead to deal, and move your contacts through the steps manually. Best of all, Google Contacts keeps track of every email with your contacts for a simplified view of your relationships. From Google Contacts or the Gmail sidebar, you can see a list of your interactions and quickly jump to previous emails whenever you want.

And, it syncs with your phone and email apps for simple access to all of your contacts. There's only one downside: You can't share your full contacts lists with others, and can only share one set of contacts at a time —and even then can't share emails without forwarding them.

That makes it best as a personal CRM, one that's perfect if you already use Gmail.

customer relationship management software template free

Free for full features in a personal Gmail. Android and Web apps, and is built into Gmail; can sync with any standard contacts app as well For a deeper look at Google Contacts's features and pricing, check out our Google Contacts review.

Database and customer relationship management with userform VBA Video 1 of 4

Want to use Google Contacts in a team? Bitrix24 12 users Best for a suite of tools for your team You need to track your team's contacts, but you also need to talk to your team, plan your upcoming projects, share documents, and manage your own team's contact info. Bitrix24 offers it all in a full-featured suite of software that comes alongside its CRM. On the CRM side of things, you'll get the standard contact and deal tools, along with a quotes and invoices tool to bill customers once you've landed a deal.

It doesn't pull in company or personal info automatically like HubSpot CRM and Google Contacts, but it does let you easily rearrange your contact details for the layout you want. And, with its suite of complementary tools, you can easily add a contact, sell them your services, turn that into a project, chat about the ongoing project with your team, invoice the customer for it when you're done, and then keep track of everything in the customer's contact page.

It's a tool that just might keep you from losing track of what's going on across all of your contacts. AndroidiOSand Web apps, with desktop apps for video calls Freshsales 10 users Best for customer info tied to your support tools One of your best sources of new leads is your team's support inbox. Maybe a customer will email who's interested in purchasing another product, or a non-customer will get in touch with questions about your plans.

Freshsales is a CRM designed for those interactions.

customer relationship management software template free

As a sidekick to customer support app Freshdesk, Freshsales can sync contacts between your CRM and your support tool.

When you're looking for potential customers, you could sort through your contacts based on when they emailed and what they needed, and use that to start your outreach. Freshsales can also watch your Freshdesk inbox for emails, linking them to your contacts so you'll know when a customer has trouble and perhaps can help them on your next call. Or, if you just need a CRM, Freshsales lets you email and call customers from the app and keep track of all your interactions in one place.

AndroidiOSand Web apps Zoho CRM 10 users Best for built-in office tools Need to make a presentation for your client, crunch numbers about their project in a spreadsheet, or write a detailed proposal document?

From the Documents tab, you can upload existing files or create a new documents, spreadsheet, or presentation in Zoho's office apps. Set up your form First, you'll want to add a form to your spreadsheet as a simple way to gather data. Here's the Form example I created —try it out and submit your fake data! Change your form's settings This section allows you to choose who can see the form, and how many responses each person is allowed to submit.

customer relationship management software template free

You can also customize a few aesthetic options, like question order and progress bars. This feature is especially useful for internal data entry, or for outsourced freelancers entering data from assigned company accounts. If you're making a generic contact form as an easy way for people to get in touch with your team, you'll likely want the same settings. Add some questions The questions you'll add to your form will depend on the data you want to collect, so think through the questions you'll need for your own form.

Try to collect data in a way that will make it easy for you to manipulate it later—ask generic questions with each answer in its own field. For example, rather than allowing a user to enter a free-form answer to a question, offer fairly comprehensive text-based choices in a multiple-choice question. Just enter the questions you want, pick the answer type, and Google will automatically create rows in your spreadsheet for each of your form's questions. Here are some sample responses to my demo form for this tutorial: As you can see, complicated text answers are difficult to read and also difficult to use in a meaningful way without directly analyzing the content.

Some situations make sense for long-form answers like when you expect only a few responses and have time to read them all. That's why it's best to make sure each question will only get a one-word answer—that gives you a lot more flexibility. So now you have some data, what do you do with it?

The 16 Best Free CRM Apps

Once you have changed the Form Responses sheet's name to something more appropriate, we can take the information in that information and put it into another sheet. Here's what the formula would look like for the form we just created: H" Customer Data is where any new form submissions are saved.

The formula to import the data into a separate spreadsheet would look like this for my example: H references the range of the original data to import.

When you enter this formula, you'll have to authorize the new spreadsheet to access the data—just click the "Allow access" button that'll pop-up beside that cell. Now you can access form submission data in any of your spreadsheets and worksheets! From here, you can do all manner of things.

  • Spreadsheet CRM: How to Create a Customizable CRM with Google Sheets

Create a Contact Management System In this tutorial you will learn: Managing customer and contact data in a spreadsheet is a time-tested business practice. Contact information, including each person's name, phone number, email, company, website, and social profiles. Source of the lead or customer website signup, social media, paid advertising, etc A system or code for their lead nurture stage. Customer Value single purchase, lifetime value, or whatever is appropriate.

Information about interactions dates, topic, significant notes, etc. The caveat, of course, is that you have to build it. Label some columns Be sure to add a column for any information you want to keep track of. Manually enter or import data The point of a CRM is to track contact data and customer lifecycle changes in a format that you can query later. In the previous section, I showed how to set up a form to collect data from an outside source rather than via one of your team members or direct collaborators.

The form we created was designed for prospective new customers, though it can just as easily be used by myself or any member of my team to quickly input the data in a structured way. In order to keep your functions separate from the data which you might be copying and pasting in the futureI recommend creating a row below your headers specifically for your formulas and hiding it when not in use.

You will hide this row by right-clicking on the gray area to the left with the row number on it, then selecting Hide Row. To define and name an entire column, right-click on the gray box with the letter at the top of the column and select Define Named Range.

The 16 Best Free CRM Apps

Do this for all of your main data ranges in the image I just showed a large range of cells as an example. You can now access those ranges simply by typing the short name you used when naming them do note that it's case-sensitive. Manipulate your data with formulas To do that, let's set up an ID for each new entry. You might wonder why you need an ID when the row clearly has numbers next to it. Having a dedicated ID for each entry solves that problem. So rather than changing the actual data, if you modified the information in the CRM sheet, you would break your formulas!

If you want to add additional information manually, you can add more columns to the right of your last data-filled column. That's the best way to keep from breaking things. Instead, let's place a link directly to the input form on your CRM sheet. This way, you can just click the link to pop open the form, fill in the data as if you were a customer, and submit it.

Once you have the link, go back to your spreadsheet, select a cell that you want to place the formula in, and make yours look like this but with the URL for your form: To use the link, hover over the cell and the URL will pop up above it, allowing you to click it. Go ahead and submit some information through your form and view the results in your CRM sheet—you should see the new data show up almost instantly.

What about a more complex and incredibly awesome way to collect additional data about these new potential customers? Qualify Contacts with Web Scraping In this tutorial you will learn: How to pick most elements from a web page and grab their contents Adding some automated data scraping—copying data from other websites automatically—to your sheets is as easy as adding a few built-in functions.

Choose data to scrape You may not know this, but each website is coded slightly differently. The HTML elements are different, the styling is different, and the scripts that power their interactions with users are different so they get lots of different tags applied to them. The XPath shorthand terminology helps you find each similar element on a given page based on its HTML structure and tagging.

Google Sheets can use this structural information to grab the contents of a webpage—so, for example, if you have the XPath of the Twitter bio, and a link to each of your contacts' Twitter page, Google Sheets could import each person's Twitter bio automatically. All you'll need to do is find the XPath. Once you see the gray or blue highlighted element, right-click on it and select Copy XPath to copy the exact XPath of that element to your clipboard. Depending on the element you are trying to scrape and if you want to apply the formula to multiple sites there are some XPaths that are the same across most sites.

They're your best bet if you want to copy data from a wide range of different websites. Want to learn more about tracking down XPaths?

Google Sheets should tell you the source of the problem, though. Or, the URL might be dead, producing a page not found error.