CRM Project Management in Google Sheets
Manage customer data and projects more efficiently with Google Sheets CRM.
Includes: Dashboard TAB: Including a collection of the data in a chart.
Client TAB: Record new Clients and select the Profile options.
Leads TAB: Record new Leads by selecting the client.
Project TAB: Record Projects and Tasks for each project separately.
Sales TAB: Record Client details and add products/services to generate the Invoice.
Settings TAB: You can add new Lead Types, Lead Status, Different states, Company profiles, Assigned emails, Task milestones, Working/Unworking days that are linked to the TAB's.
Preferred & working browser: Google Chrome Browser
Link for video👉: https://youtu.be/CQbmvkcxlmU
You will receive a File with a link to access the Google Sheets Template.