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CRM for solopreneurs
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In today's video I want to share with you an Excel based CRM for solopreneurs. This file will help you manage your daily activities:
1. Contact management
2. Cash flow
3. Due payments
4. Notes and interaction with customers management
5. Tasks management
6.Expenses
All of this and more with Excel. Using some VBA coding, user forms and charts this file can be a very good start before jumping on an expensive SAAS solution.
The file is available on my Patreon site:
1. Contact management
2. Cash flow
3. Due payments
4. Notes and interaction with customers management
5. Tasks management
6.Expenses
All of this and more with Excel. Using some VBA coding, user forms and charts this file can be a very good start before jumping on an expensive SAAS solution.
The file is available on my Patreon site:
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