CRM Excel Templates Bundle

Bundle pack for CRM Templates in Excel. All uniquely designed, printable, professional spreadsheets for customer support. Ready for use.

Customer-Persona-Template-Someka-Excel-SS1

Customer-Database-Template-Excel-Someka-SS2

CRM-KPI-Dashboard-Excel-Template-Someka-SS3

Dynamic Event Calendar - SS1 - Someka Excel Templates

Customer-Database-Template-Excel-Someka-SS5

Customer-Persona-Template-Someka-Excel-SS5

License

Clear

Special Bundle Price

25% Discount - 6 templates in one package!

~~$199.95~~

$149.95

GET THIS BUNDLE

BUNDLE DESCRIPTION

If you want to manage your customer relations in the best way, get our CRM Excel Templates Bundle! These tools are must-haves for customer support, sales, marketing, and customer success departments!

Indeed, all are ready-to-use Excel files, no need to install any other software. Moreover, with a special discount!

What’s Included in the CRM Bundle?

In particular, there are 6 different CRM templates included in the bundle. So, please see below the whole list of the package.

SOMEKA CRM EXCEL TEMPLATES BUNDLE

Customer Database Excel Template
Rated 4.50 out of 5
$0.00 – $69.95
Client dashboard in Excel. Track and analyze your customer data with interactive charts and filters. No installation needed. Ready to use.
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This product has multiple variants. The options may be chosen on the product page
Customer Follow Up Sheet in Excel
Rated 4.53 out of 5
$0.00 – $59.95
Lead tracking has never been easier! Customer follow up sheet is an easy-to-use Excel spreadsheet template to record & monitor key prospect data.
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This product has multiple variants. The options may be chosen on the product page
Excel CRM Template
Rated 4.60 out of 5
$0.00 – $79.95
Easy-to-use yet powerful CRM Template in Excel. Track your tasks, customers, meetings with a kanban dashboard and calendar. Works in Mac & Windows.
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This product has multiple variants. The options may be chosen on the product page
CRM KPI Dashboard Excel Template
Rated 4.58 out of 5
$0.00 – $79.95
KPI spreadsheet for customer relations. Track your key metrics with monthly and cumulative analysis. Printable dashboard with charts. All in Excel.
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This product has multiple variants. The options may be chosen on the product page
Event Calendar Excel Template
Rated 4.67 out of 5
$0.00 – $59.95
Interactive event calendar in Excel. All-in-one spreadsheet to track your activities. With dynamic calendar view. Works on Mac and Windows.
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This product has multiple variants. The options may be chosen on the product page
Buyer Persona Excel Template
Rated 4.75 out of 5
$0.00 – $59.95
Customer persona template in Excel. Visualize your user profiles in ready-made formats. Different design options. Printable and sleek persona sheets.
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This product has multiple variants. The options may be chosen on the product page

Can I try the templates for free before I purchase the CRM bundle?

Sure thing! To emphasize, we have free versions of each template in this CRM toolkit. So, click on the product links above to go to the template page and download the free version to give it a try.

Note: Our template pages also include a detailed explanation about how to use each template with tutorial videos!

What if I need a custom bundle pack?

If you need a custom bundle pack from Someka products, just get in touch with us. We’ll be happy to provide special discounts for you.