CRM Template - Customer Relationship Management Database / Customer List / Email / Birthday List / Add Birthday Reminders - Microsoft Excel



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  • Digital download
  • Digital file type(s): 2 PDF, 2 other files

CRM Template - Customer Relationship Management Database / Customer List / Email / Birthday List / Add Birthday Reminders - Microsoft Excel

This product has been designed with small businesses in mind who don't want to create their own database or spreadsheet, or those who don't want a subscription-based CRM system (and prefer a one-off cost).

This spreadsheet contains 2 sheets (tabs) that are macro-enabled

◆ Worksheet Tab 1: Information Page
◆ Worksheet Tab 2: CRM Database (this is the back end - the data is captured in an easy to use and designed front end form as per photos)
◆ Worksheet Tab 3: Automated Birthday List - This sheet gives you a birthday list that you can sort by the next birthday (which customer is due for their birthday next). Its also formatted for easy printing if desired.
◆ Worksheet Tab 4:Birthday Reminder - This sheet is only for use with those who use Outlook and is optional for use (just right click on the tab and hide it if you don't want to use it). It generates a birthday calendar reminder for your customers in your CRM (Please note that it cannot create reoccurring reminders so you will still need to add this into Outlook, however it does the heavy lifting by inputting the customer details (Name, DOB, Email Address) and creating the appointment for you to send a birthday reminder easily). You can also customize the time of the reminder being sent via the front Information Tab page.

So what does this CRM Template do?

◆ It allows you to collect and enter all of your customer contacts easily. This is great if you want to track your leads or keep track of customers.
◆ Creates an automated birthday list from DOB data entered in your CRM. The list is generated with one click.
◆ If you have Outlook on your computer it will collectively send a bcc email to them (you just have to click on it and customize your email).
◆ You can also view, search and edit any of your entered data via a clean front end which makes it easy for data entry.
◆ It comes with a quick start guide to help you get started.
◆ There are 17 fields in this version with 4 required fields (email, first name, last name, and date of entry) - if you require customized options please get in touch and I'm happy to develop something for you.
◆ Generate a Customer Birthday List to assist with sales campaigns and make your customer feel special (never forget a birthday again).
◆ If you have Outlook you can also create/generate automated birthday reminders.
◆ You can change the colors to suit your style.
◆ My aim with all of my products is to ensure that they are as easy to use as possible.

What you will receive:

◆ Two Microsoft Excel file templates (One is formatted for US dates and One for Australian dates)
◆ One Quick Start Guide PDF


◆ Created on Microsoft Excel 2016 (only works with Microsoft Excel desktop on Windows, not Excel online, Google Sheets, or Excel for MAC). Will work on desktop versions of Excel 2010 upwards.
◆ Please note that this spreadsheet uses Macros so please ensure when you open this file you 'enable macros'.
◆ Please note that every sheet on this spreadsheet has built-in instruction buttons to assist you with completing each sheet.
◆ Please don't change the name of the worksheets due to the macros.
◆ You can change any of the colors in excel to meet your needs.
◆ Please note that this is a DIGITAL DOWNLOAD file. You will NOT receive a physical product.

© Copyright
All designs are copyrighted by TheFrankBasics. You may not resell or redistribute any of these files. If you would like to use any of these templates commercially, please get in touch to discuss licensing.

💌 Due to this being a digital download, refunds are not available on this item for change of mind. However, please get in touch should you have any issues with the item as I will ensure that the item is working as described. Additionally, I'm keen to receive feedback to make the product better for everyone so please feel free to get in touch.

💻 How To Download Your Digital Purchase:

◆ A link to download the PDF pattern will be sent to your Etsy email address. All PDF purchases are available in your Etsy account. Once payment has been confirmed, go to "My Account" > "Purchase".
◆ To view or print your PDF file, you will need Adobe Reader (free download link):
◆ Your file should be available here, in your purchases:
◆ To access your digital file(s), go to Your Account > Purchases and reviews and look for the order.
◆ To the right of the order, click Download Files. This goes to the Downloads page for all the files attached to your order.
◆ There are generally no limits for when or how many times you can download a file. In most cases, you can access a file any time on your Purchases page, provided the transaction hasn't been canceled or removed.
◆ If your payment is still processing, the Download Files button will be grey.

Thank you for visiting The Frank Basics!!!! Feel free to get in touch if you have any questions, issues or if you want a custom Excel Product.

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I don't accept returns, exchanges or cancellations. But please contact me if you have any problems with your order.

Frank On Fire

Frank On Fire

Owner of TheFrankBasics

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3 shop reviews

5 out of 5 stars

Aliya Hutchison 12 Aug, 2021

5 out of 5 stars

I love this template. It has made invoicing a breeze.

Purchased item:

deebright3863 23 Mar, 2021