Small Business Spreadsheet Bundle | CRM, Bookkeeping & Sales Tracker
Small Business Spreadsheet Bundle with CRM, Bookkeeping & Sales Tracker | MRR & PLR
Manage your small business in one organized system with this Small Business Spreadsheet Bundle for Google Sheets and Excel.
This bundle brings together useful tools for bookkeeping, customer management, sales tracking, client management, inventory, income, expenses, orders, and business performance. It is designed for both personal and commercial use and includes MRR & PLR rights.
Use the spreadsheets for your own business, customize them to match your brand, or resell them according to the included license.
💼 ALL-IN-ONE SMALL BUSINESS MANAGEMENT BUNDLE
Keep important business information organized without building complicated spreadsheets from scratch.
Use the bundle to:
- Track business income and expenses
- Monitor sales and your sales pipeline
- Manage customers and business contacts
- Keep client information organized
- Track communication and interactions
- Manage inventory and materials
- Review profit and tax information
- Track tasks and business activity
- View important information through dashboards and overviews
Automatic calculations help reduce manual work so you can spend more time running your business instead of working with complex formulas.
💎 MULTI-CURRENCY SUPPORT
Quickly set the spreadsheet to the currency you need.
Supported currency symbols include:
$, €, £, ¥, ₣, ₱, ₹, ₽, ₺, Rp, K, RM
This makes the templates useful for businesses and customers in different countries.
🔍 KEY FEATURES
- Google Sheets & Excel – Use the templates with two popular spreadsheet platforms.
- Automatic Calculations – Built-in formulas help calculate important business information automatically.
- Video Tutorial & Guides – Includes instructions, a video tutorial, and sample mockup data to help you understand how to use the templates.
- Multi-Device Access – Work from Mac, PC, smartphone, or tablet.
- Any Calendar Year – The spreadsheets can be used for any year.
- Customizable Templates – Edit the design and spreadsheet setup to better fit your business or brand.
- Personal or Commercial Use – Suitable for your own business or commercial use under the included license.
➡️ SMALL BUSINESS BOOKKEEPING
Organize your business finances and keep important financial information in one place.
Included sections cover:
- Monthly Overview
- Annual Overview
- Inventory Overview
- Material Inventory
- Transactions Log
- Profit Overview
- Taxes
Use these tools to follow income, expenses, inventory, profit, transactions, and other key financial information more easily.
➡️ CUSTOMER RELATIONSHIP MANAGEMENT
Keep customer and business relationship information organized with a simple CRM system.
Includes tools for:
- Contact Information
- Customer Interactions
- Dashboard
- Organizations
- Open Records
- Potential Opportunities
- Win Rate
This makes it easier to keep important customer information together and follow your relationships over time.
➡️ SALES PIPELINE TRACKER
Keep a clear view of your sales process and manage opportunities as they move through your pipeline.
Includes:
- Dashboard
- Input Data
- Pipeline Tracker
Enter your sales information, follow progress, and use the dashboard to understand your pipeline more quickly.
➡️ CLIENT TRACKER
Manage client information, communication, and tasks from one organized spreadsheet system.
Includes:
- Overview
- Client List
- Communication Log
- Client Dashboard
- Task Tracker
- Task Tracker Dashboard
This is useful for keeping client details easy to find while also tracking conversations, tasks, and progress.
✅ MRR & PLR COMMERCIAL LICENSE
These spreadsheets are designed to be fully customizable.
The source is not locked, so you can edit the spreadsheet to better suit your needs. You can change items such as:
- Layout
- Theme colors
- Graph types
- Formulas
- Spreadsheet sections
- Additional features
- Rows and business data
You may customize the templates for your own brand, share them according to the included license, resell them, and keep the profits from your sales.
📥 HOW IT WORKS
You will need:
- A free Google account for Google Sheets
- Microsoft Excel if you want to use the Excel version
After purchase, you will receive access to your digital files. Open the spreadsheet, follow the included instructions or tutorial, and begin customizing or using your new business templates.
💬 SUPPORT
Need help with your files or have a question before purchasing? System Digital Studio provides support to help you get started.
Please ask any questions before purchasing. Because this is a digital download, all sales are final.
Start organizing your bookkeeping, customers, sales, clients, inventory, and other important business information with one flexible spreadsheet bundle.