As a result, there are countless pre-made CRM templates available online to fill every niche. Living off of sticky notes or daily reminders is not the way to foster long-term client relationships, and CRM software is an excellent way to ensure everyone in your contact list is getting the attention they need when they need it.Īll companies have slightly different beliefs on how to maximize productivity using CRM. Need a better way to contact your real estate clients? There’s a CRM template for that too!ĬRM is a more organized way of making sure you’re following up with and nurturing your customers or leads. Planning to move? There’s a CRM template for that. What are the benefits of using CRM templates? If you love CRM templates, let me hear you sCRM!.

Customer Service Management CRM Template by ClickUp Commission Tracking CRM Template by ClickUp

What are the benefits of using CRM templates?.

Follow along as we break down the benefits of using CRM templates and 11 of our favorites, including free CRM templates for ClickUp, Google Sheets, and Excel. In fact, GetBase reported over 90% of companies with more than 11 employees-and even 50% of companies with fewer than 10 employees-invest in a CRM system.įorging and maintaining healthy relationships is serious business, and finding the perfect CRM template is crucial to make sure you’re checking every box for customer success. This is why flexible and user-friendly CRM templates are such a valuable tool.ĬRM usage has boomed across industries year over year. Proper CRM ensures that no customer falls through the cracks and shows that you value the people buying your product (and keeping your company afloat). Happy customers are the ultimate source of genuine and free organic advertising, which is one of the many reasons why Customer Relationship Management (CRM) is so important for every business.

This is the first step in growing your list of life-long customers who will ultimately bring new meaning to your product, fulfillment to your job, and hopefully, become advocates of your business. We’ve all heard the phrase “the customer is always right,” and whether you live by it or not, there’s no denying that customers, at the very least, are super important for the success of your business.Īnd the secret to happy customers? Maintaining healthy relationships with everyone who supports your product.

Crm excel template free download