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Festive Team CRM for Small Businesses
This CRM tool helps small teams manage customer relationships during the festive season, ensuring no client is overlooked.
NOK 70
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Details
Designed specifically for small businesses in the UK and Ireland, this Festive Team CRM assists you in managing your customers, follow-ups, and invoices amidst the holiday chaos. With the Christmas season bringing additional stress, staying organised is crucial.
The product includes a detailed customer register, a festive-themed pipeline to track leads through to paid invoices, and a VAT-compliant invoice generator tailored for UK and Ireland regulations. There is also a seasonal follow-up section for Christmas cards, gifts, and New Year's greetings to help your team maintain strong client relationships.
Additionally, our Q4 performance report section provides insights into your business’s financial health, helping your team make informed decisions as the year ends. This CRM is perfect for small teams looking to enhance their customer management processes during the busy holiday season.
What's inside
- Comprehensive customer register with fields for contact details and notes
- Festive-themed pipeline to manage leads, proposals, invoices, and payments
- VAT-compliant invoice generator with templates for UK and Ireland
- Seasonal follow-up section for Christmas cards and New Year's greetings
- Q4 performance report with analysis and graphs
- 7-page PDF (A4 + US Letter)
- XLSX + CSV template
Good to know
- Best printed in A4 format for easy use.
- No specific software required; works in any spreadsheet app.
- Not professional advice; check local regulations for compliance.
- This product is designed for small teams in the UK and Ireland.
Format & delivery
- One ZIP file containing:
- Festive-Sole-Trader-Crm-For-Small/Festive-Sole-Trader-Crm-For-Small-A4.pdf
- Festive-Sole-Trader-Crm-For-Small/Festive-Sole-Trader-Crm-For-Small-Letter.pdf
- Festive-Sole-Trader-Crm-For-Small/Festive-Sole-Trader-Crm-For-Small.xlsx
- Festive-Sole-Trader-Crm-For-Small/Festive-Sole-Trader-Crm-For-Small.csv
- Festive-Sole-Trader-Crm-For-Small/README.txt
- Instant digital download after checkout. You also get the link by email.
Licence: personal use. Please don't resell or share the files.
Questions? [email protected]