HubSpot CRM Tool Mini Template

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via HubSpot HubSpot's Mini CRM Tool Template offers a simple yet structured way to track customer relationships and sales data. Available for both Excel and Google Sheets, it guides you through setup with a "Start Here" tab and allows for easy customization of drop-down menus to fit unique sales phases.

Its key sections are Organizations, Contacts, Opportunities, and Interactions, where design directors managers email list you can record and organize customer data, deals, and communication history. The Dashboard tab provides an overview of the sales process, open opportunity values, and contact count.

Ideal for: Sales teams that want to visualize customer trends.

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3. HubSpot Contact List Template
Contact List Google Sheets HubSpot CRM Template

via HubSpot You can use HubSpot's Contact List Template to manage essential contact data for leads, such as names, email addresses, phone numbers, and company details, for seamless communication.

It helps you add notes and categorize contacts based on their relationship status or sales stage to effectively segment and target communications.

The Google Sheets template allows for quick data entry and easy updates , ensuring all contact information is kept up to date and accessible.

Ideal for: Sales support teams that need to maintain contact details for their potential customers.