Customer Relation Management (CRM)

This template is designed to be your one-stop solution for tracking, analyzing, and interacting with customers and sales leads.
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With this template, you can record essential details about your customers, track their interaction history, and manage follow-ups. It also provides a dedicated section for managing sales leads, allowing you to capture lead details, status, and estimated deal value. You can also monitor the progression of leads through the sales pipeline, from lead generation to closing.

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最終更新: 4 か月前

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