CRM Starter Spreadsheet by Eszter BertokCRM Starter Spreadsheet by Eszter Bertok
CRM Starter SpreadsheetEszter Bertok
Cover image for CRM Starter Spreadsheet
Still managing leads, follow-ups, and sales opportunities in Excel or Google Sheets? Moving to a CRM is easier when your fields, lead stages, and sales workflow are clearly defined first. I create a CUSTOM, EDITABLE EXCEL WORKBOOK tailored to your business. Instead of receiving only an audit or generic recommendations, you get a practical tool to prepare for CRM setup or migration. Choose the package that fits your needs: STARTER ($59): Up to 12 CRM fields, 6 lead-stage definitions, next-step guidelines, and a short preparation guide.
Starting at$59
Duration3 days
Tags
CRM
Google Sheets
Microsoft Excel
data cleaning
Service provided by
Eszter Bertok Fondi, Italy
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Followers
CRM Starter SpreadsheetEszter Bertok
Starting at$59
Duration3 days
Tags
CRM
Google Sheets
Microsoft Excel
data cleaning
Cover image for CRM Starter Spreadsheet
Still managing leads, follow-ups, and sales opportunities in Excel or Google Sheets? Moving to a CRM is easier when your fields, lead stages, and sales workflow are clearly defined first. I create a CUSTOM, EDITABLE EXCEL WORKBOOK tailored to your business. Instead of receiving only an audit or generic recommendations, you get a practical tool to prepare for CRM setup or migration. Choose the package that fits your needs: STARTER ($59): Up to 12 CRM fields, 6 lead-stage definitions, next-step guidelines, and a short preparation guide.
$59