{"product_id":"simple-crm-template","title":"Simple CRM Template","description":"\u003cp\u003e\u003cstrong\u003eMost deals aren't lost to a competitor. They're lost to silence.\u003c\/strong\u003e This CRM makes sure every lead has a next step and a date, and tells you who to call today.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003ePipeline tab:\u003c\/strong\u003e room for 200 leads, with drop-downs for stage and source. Rows that are due or overdue for follow-up turn orange\u003c\/li\u003e\n\u003cli\u003eAutomatic win probability, weighted deal value and days since last contact\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSummary tab:\u003c\/strong\u003e pipeline value by stage, win rate and follow-ups due, plus a chart\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSettings tab:\u003c\/strong\u003e rename stages, change probabilities and add your own lead sources\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhy it works\u003c\/h3\u003e\n\u003cp\u003eNo software to learn and no monthly fee. If you're under a few hundred leads, a good spreadsheet beats a CRM you never open.\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eFormat: Excel (.xlsx), works in Google Sheets. Instant download.\u003c\/em\u003e\u003c\/p\u003e","brand":"Tanner \u0026 Wright","offers":[{"title":"Default Title","offer_id":50919170834530,"sku":"TW-T-CRM","price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0669\/1569\/6738\/files\/simple-crm-template.png?v=1794197937","url":"https:\/\/tannerandwright.com\/products\/simple-crm-template","provider":"Tanner \u0026 Wright","version":"1.0","type":"link"}