| CRMxl |
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An Excel based CRM system, for growing businesses. All the ease and familiarity of Excel, with the functionality of CRM software. Ideally suited to small growing businesses, who want a simple but effective solution. As seen
on SmallBizTechnology.com |
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| Key features | |||
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Dashboard view |
Drill down | Contact manager | Activity tracker |
| A CRM Excel dashboard to help assess the current status of your pipeline and other key metrics. Links through to the detail, straight from the dashboard. More.... | Drill down into the detail of the pipeline. Find out where the work is coming from and what it is worth. Easily navigate across the different Excel based CRM tabs. More.... | Keep track of all your contacts and organizations. Add notes for each record for easy recall. See which contacts work at the same organization. More.... | Monitor both the marketing activity you have planned and record how effective it was in the CRM Excel system. Easily review past activity as well as forthcoming events. More.... |
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Why an Excel based CRM system? Well, we found that the market was looking for an affordable, entry level CRM system that was easy to use. CRM Excel is our solution to this problem. We have kept the cost low but tried to keep the spec high with some of the features you would expect to find in a CRM system, all combined in a CRM Excel based spreadsheet. |