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Lightweight CRM Template

The lightweight CRM factory template is a very basic template for tracking business relationships. It is designed for individual use and is intended for business networking and/or lead tracking.

This tracker basically consists of:

  • Each item is a contact.
  • For each contact, an optional follow-up is scheduled. Each follow-up has an urgency and due date field. Either or both these fields can be set. For example:
    • The assumption is a follow-up with a high urgency but no due date should be completed ASAP, but otherwise doesn’t have a specific due date.
    • A follow-up with a due date but no urgency needs to happen before a certain date, but isn’t necessarily urgent.
  • An activity log where comments and notes can be recorded pertaining to the the contact.

The tracker includes a number of lists for all the contacts, contacts with follow-up needed and contacts with no follow-up planned. The due date and urgency of a follow-up contribute to an overall priority; this overall priority is used to sort the “Needs Follow-up” list.

lightweight-crm-template.txt · Last modified: 2018/04/05 16:47 by sroehling