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Personal CRM Template

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Personal CRM system’s basic and critical feature is keeping track of communications with the customer, keeping up an updated database, planning and reminding about follow-ups, updating the lead status, and scheduling future communications with any converted clients. 

Maintaining multiple channels for every other business need can prove to be quite difficult. It is easier to keep track of all the requirements through one singular platform. This is where personal CRM comes at. 

A personal CRM template provides people with a starting point looking forward to using spreadsheet-based CRM solutions. It is designed for easy and quick use and better accessibility. 

The personal CRM template will be best suited for entrepreneurs, small business owners, freelancers, contractors, or just anybody looking to forward their work or career. It is quite flexible to assist anyone trying to grow and systematically cultivate their network & business. 

Who will find this template useful?

This template is useful for business owners, marketing teams, business development teams & SMEs. 

How will Stackby’s free Personal CRM Template help you?

Stackby's free personal CRM template will help you organize and track all your clients and relations. 

Using this free personal crm template, you will be able to: 

  • Record the details of all your clients on the same platform. 
  • Track each client's title (Small Business Owner/ Marketer/ YouTuber/ Analyst/ Project Leader/ etc.).
  • Record the current location in each case. 
  • Store the contact details of each client. This includes the phone number and email address.
  • Track the date of the last meeting. 
  • Store the details of the current employer of each client. 
  • Add notes in each case, if necessary.
  • You can also track the number of clients from each location separately.
  • Similarly, you can also keep a record of the number of clients under a particular employer. 
  • Monitor and update the details as and when needed. 

The free personal crm template is completely customizable; you can have the layout of the information the way you want and continue to customize it to match it exactly how you would like to manage your network. 

Copy the stack and start using the best personal crm template today! 

You might also find these templates useful: User Research, NPS Survey