Booking CRM Excel | Client Pipeline, Appointments and Follow Up Tracker
Price:$24.00
Here's what's eligible:
- Your order doesn't match the item description or photos
- Your item arrived damaged
- Your item arrived after the estimated arrival window
- Your item didn't arrive or was lost in the mail
You can only make an offer when buying a single item
Highlights
An offline service-business CRM workbook for organizing client contacts, inquiry status, upcoming bookings and follow-up dates. Use consistent client IDs to link the sheets. Includes editable client-response messages and privacy guidance. No SMS, calendar syncing or email automation.
INCLUDED
Editable XLSX workbook with fictional demo records, editable DOCX support documents, Quick_Start.pdf, Download_And_Use.pdf, Release_Notes.pdf, README_FIRST.txt and the single-business license.
VERSION 1.1
Maximum 100 working records per register. Clear demo input values without deleting formulas or rows. Additional rows require extending all dependent ranges and a new audit.
DIGITAL DOWNLOAD
No physical item. Manual entry and review are required. No automatic sending, account sync, banking connection or payment processing. Administrative aid only; no certification, professional accounting/legal/compliance advice or guaranteed outcomes. Single-business internal use only; no redistribution, resale, PLR or MRR. Created with AI assistance under the seller's direction.
Instant Download
Your files will be available to download once payment is confirmed. Here's how.
Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.
Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases —
see program terms
More from this shop
Visit shop-
Digital download
Policy Control Register Excel | Document Version, Review and Acknowledgement Tracker
$29.00
-
Digital download
Invoice Payment Reconciliation Excel | AP Matching and Exception Tracker
$29.00
-
Digital download
CAPA Tracker Excel | Corrective Action, Root Cause and Effectiveness Check Log
$29.00
-
Digital download
Service Capacity Planner Excel | Weekly Staff Scheduling and Utilization Tracker
$29.00