Free Downloads: Crm Action Plan Template

License:  All 1 2 | Free

10 Minute Action Plans Screenshot
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A simple one page template is provided in PDF form.

A simple one page Template is provided in PDF form. Instructions are included on how to complete an Action Plan in less than 10 minutes. Examples of completed plans are provided. The Plan Template is easy to learn and use. The Plan Template is provided free of charge for personal use.

Key benefits of TASKey Action Plan...

Category: Business & Finance / Applications
Publisher: TASKey Pty Ltd, License: Freeware, Price: USD $0.00, File Size: 323.0 KB
Platform: Windows



ToDo_List_Template Screenshot
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A free simple To Do list template is provided in WORD, Excel and PDF formats.

A free simple To Do list Template is provided in WORD, Excel and PDF formats. Instructions are included. The To Do List Template is easy to learn and use. A free one page Action Plan Template is also provided to make identifying To Do's easier. Many To Do list templates and many one page Action Plan templates can be synchronized using web...

Category: Business & Finance / Applications
Publisher: TASKey Pty Ltd, License: Freeware, Price: USD $0.00, File Size: 323.0 KB
Platform: Windows

10 Minute Work Plans Screenshot
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A simple one page template is provided in PDF form.

A simple one page Template is provided in PDF form. Instructions are included on how to complete a work Plan in less than 10 minutes. Examples of completed plans are provided. The Plan Template is easy to learn and use. The Plan Template is provided free of charge for personal use.

Key benefits of TASKey Plan Template are:
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Category: Business & Finance / Project Management
Publisher: TASKey Pty Ltd, License: Freeware, Price: USD $0.00, File Size: 323.0 KB
Platform: Windows

Freeware
Biz-Plan Screenshot
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Business Plan Guide and Template. The Word-based Template (48 pages) contains a detailed framework and structure for writing a business plan and the Guide (100+ pages) gives comprehensive section-by-section help. Freeware.

Business Plan Guide and Template. The Word-based Template (48 pages) contains a detailed framework and structure for writing a business Plan. It is complemented by a comprehensive Guide (supplied as a 90+ topic Help file and as a 100+ page PDF file for printing) which offers extensive section-by-section help related to the Template. This includes sample text,...

Category: Business & Finance
Publisher: PlanWare - Invest-Tech Limited, License: Freeware, Price: USD $0.00, File Size: 1.6 MB
Platform: Windows

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MS PowerPoint Marketing Plan Presentation Template Software offers a solution for business users who need to fabricate a PowerPoint presentation about a strategic marketing plan.

MS PowerPoint Marketing Plan Presentation Template Software offers a solution for business users who need to fabricate a PowerPoint presentation about a strategic marketing Plan.
This software makes it possible to quickly develop some of the most common topics a marketing team should address: Communication Strategies, Packaging, Launch Strategies, PR, Market Summary,...

Category: Multimedia & Design / Multimedia App's
Publisher: Sobolsoft, License: Shareware, Price: USD $19.99, File Size: 3.1 MB
Platform: Windows

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ASK Queue To SMS: Use Microsoft CRM 3.

ASK Queue To SMS: Use Microsoft Crm 3.0 workflows to send Template emails to a queue that convert them to SMS for clients/customers. Simple and effective. The download of this software is free. For information on SMS points or to purchase SMS credits, please visit http://www.ask-distribution.com.au/sms/

Category: Business & Finance / Applications
Publisher: ASK Distribution, License: Freeware, Price: USD $0.00, File Size: 319.0 KB
Platform: Windows

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WordMailMerge is a Microsoft CRM Add-On that enables you to create Word-Documents with data from MS CRM.

WordMailMerge is a Microsoft Crm Add-On that enables you to create Word-Documents with data from MS Crm. With this Add-On you can start to merge contact, account, details into a Template directly from the web client and write letter activities back in the MS Crm.

Now you can add additional fields to the mail merge fields when creating a mail merge....

Category: Business & Finance / MS Office Addons
Publisher: PTM EDV-Systeme GmbH, License: Shareware, Price: USD $0.00, File Size: 0
Platform: Windows

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"MS PowerPoint Business Plan Presentation Template Software" is a solution for business users who need to formulate a plan for an important goal.

"MS PowerPoint Business Plan Presentation Template Software" is a solution for business users who need to formulate a Plan for an important goal. With this tool you can make the statement you need in a step-by-step fashion. The benefit of this program is you to cover each component of success: Mission Statement, Team, Market Summary, Opportunities, Business...

Category: Business & Finance / MS Office Addons
Publisher: Sobolsoft, License: Shareware, Price: USD $19.99, File Size: 3.0 MB
Platform: Windows

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MLM-Tracker.

MLM-Tracker.Com is dedicated to helping clients get the most value out of the Crm application. MLM Crm’s Crm expertise is critical for promoting user adoption and maintaining a successful Crm solution.

To meet the business needs of your company and maximize the value of your Crm investment, MLM-Tracker.Com offers software implementation,...

Category: Business & Finance / Business Finance
Publisher: MLM-Tracker, License: Freeware, Price: USD $0.00, File Size: 8.6 MB
Platform: Windows

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dotConnect for Zoho CRM is an ADO.NET provider for working with Zoho CRM data through the standard ADO.NET or Entity Framework interfaces.

dotConnect for Zoho Crm is an ADO.NET provider for working with Zoho Crm data through the standard ADO.NET or Entity Framework interfaces. It allows you to easily integrate Zoho Crm data into your .NET applications, and integrate Zoho Crm services with widely used data-oriented technologies. dotConnect for Zoho Crm has the same standard ADO.NET classes as...

Category: Software Development / Components & Libraries
Publisher: Devart, License: Shareware, Price: USD $339.95, File Size: 48.7 MB
Platform: Windows

CRM-Express Professional Screenshot
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CRM Software - CRM-Express Professional is the latest in CRM (Customer Relationship Management) software. CRM-Express can manage your marketing, customers, sales and orders.

Crm Software - Crm-Express Professional is the latest in Crm (Customer Relationship Management) software. Crm-Express can manage your marketing, customers, sales and orders. Features include SMS abilities, Email Client, Calendar, Address Book, My work day, News Feeds, Meeting Planner, Company Library, Form Designer, Journal. Crm-Express is now fully re-entrant...

Category: Business & Finance / Business Finance
Publisher: PGCSoft, License: Shareware, Price: USD $95.00, File Size: 39.4 MB
Platform: Windows, Other

Freeware
CRM-Express Free Screenshot
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CRM-Express Free Edition is a free high quality CRM program.

Crm-Express Free Edition is a free high quality Crm program. Crm-Express can manage your marketing and customers. Features include SMS abilities, Email Client, Calendar, Address Book, At a glance and Journal. Crm-Express Free Edition is a multi-user networked version. Free for unlimited users.

Category: Business & Finance / Applications
Publisher: PGCSoft, License: Freeware, Price: USD $0.00, File Size: 40.4 MB
Platform: Windows

Shareware
The CRM Toolkit Screenshot
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The CRM Toolkit: Customer Relationship Management. A vast way of approach to customers in an attempt to realize their living style in every field of life and eventually to influence them to change their life style toward their benefitable direction

The Crm Toolkit: Customer Relationship Management. A vast way of approach to customers in an attempt to realize their living style in every field of life and eventually to influence them to change their life style toward their benefitable direction through the company initiating ceaseless communication of indirect, implicative and inspiring suggestion so that the company may attract new...

Category: Business & Finance
Publisher: Ovitz Taylor Gates, License: Shareware, Price: USD $199.00, File Size: 4.7 MB
Platform: Windows, Mac, Linux, Palm, Pocket PC, Symbian, OS/2, Unix, MS-DOS, BEOS

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"MS Word Teacher Lesson Plan Template Software" is a solution for teachers.

"MS Word Teacher Lesson Plan Template Software" is a solution for teachers. The lesson plans generated by this program are guided by smaller goals to achieve a larger goal. For the two main categories of Teacher and Student, subcategories outline how the lesson will be successfully executed: Objective, Information (to give or demonstrate), Verification (to check...

Category: Business & Finance / MS Office Addons
Publisher: Sobolsoft, License: Shareware, Price: USD $19.99, File Size: 2.9 MB
Platform: Windows

Shareware
AT CRM Shareware Screenshot
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A Shareware CRM Software. Please refer to product home page for installation and user manuals.

AT-Crm Shareware, running as a web application, is a Customer Relationship Management System. It provides the ability for you to successfully manage contacts with your clients. Being oriented towards your clients you can sell more then others and AT-Crm Shareware can be extremely helpful in improving your sales process. AT-Crm Shareware can be installed easily within...

Category: Business & Finance
Publisher: ZetaFoxeDeisgn, License: Shareware, Price: USD $50.00, File Size: 2.1 MB
Platform: Windows

Pipeliner CRM Screenshot
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Pipeliner CRM: Insights for sales through lead & opportunity management. Pipeliner gives new ways to look at, and to interact with an active sales pipeline.

Pipeliner Crm: Insights for sales through lead and opportunity management. With Pipeliner, sales forecasts along with closing rates can be determined. Pipeliner is the only Crm software available that enables automatic synchronization for both Mac and PC systems locally or through the cloud. Exclusive to Pipeliner Crm is an intuitive graphic representation of the sales...

Category: Business & Finance / Database Management
Publisher: Pipelinersales, License: Demo, Price: USD $35.00, File Size: 54.8 MB
Platform: Windows

5 Stars5 Stars5 Stars5 Stars5 Stars Shareware
CRM-Express eSales Screenshot
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CRM-Express is a Contact, eSales and eMarketing Manager. CRM-Express can manage your marketing, customers, sales and orders. Features include SMS abilities, Email Client, Calendar etc

Crm-Express e-Sales is the latest in Crm (Customer Relationship Management) software. Crm-Express can manage your marketing, customers, sales and orders. Features include orders import from email. Crm-Express is now fully re-entrant, multi-user and network enabled. Allows for any number of users connecting simultaneously to an address book, calendar or creating...

Category: Business & Finance / Business Finance
Publisher: CRM-Express, License: Shareware, Price: USD $49.00, File Size: 52.9 MB
Platform: Windows, Other

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Terrasoft CRM is developed specially for mid-size business. It provides ultimate tools for sales, marketing and service. Besides, it provides functionality for time, project and documents management and can be integrated with financial software.

Terrasoft Crm is developed specially for mid-size business and have thousands of users in retail, communications, IT, business services, automotive, finances, traveling and other industries. Terrasoft Crm is easy-to-use and and easy-to-implement. It contains all the ultimate Crm functions for sales, marketing and service. Besides, Terrasoft Crm provides...

Category: Business & Finance
Publisher: Terrasoft, License: Demo, Price: USD $299.00, File Size: 12.2 MB
Platform: Windows

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Telephone Integration Server for MS CRM telephone your telephone system(PBX) with Microsoft CRM 4.

Telephone Integration Server for MS Crm telephone your telephone system(PBX) with Microsoft Crm 4.0.If an incoming call is detected, a window pops up from the taskbar displaying details of the caller. The information shown in this balloon depends on the server-settings and if the number can be found within Crm. If so, it shows up e.g. name, number, e-mail address, etc.. and...

Category: Internet / Communications
Publisher: PTM EDV-Systeme GmbH, License: Shareware, Price: USD $784.66, File Size: 15.0 MB
Platform: Windows

5 Stars5 Stars5 Stars5 Stars5 Stars Demo
Pipeliner Screenshot
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Pipeliner is the smarter CRM solution designed to empower sales teams and grow profitable customer relationships. Pipeliner gives new ways to look at, and to interact with an active sales pipeline.

Pipeliner is the smarter Crm solution designed to empower sales teams and grow profitable customer relationships. Pipeliner Crm gives new ways to look at, and to interact with an active sales pipeline. It brings the power of sales data back to salespeople with unique methods that empower salespeople and makes managing complex sales easy. Pipelinersales is revolutionizing the...

Category: Business & Finance / Database Management
Publisher: Pipelinersales, License: Demo, Price: USD $35.00, File Size: 47.0 MB
Platform: Windows

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ADO.NET provider for working with Dynamics CRM data through the standard ADO.NET or Entity Framework interfaces.

dotConnect for Dynamics Crm is an ADO.NET provider for working with Dynamics Crm data through the standard ADO.NET or Entity Framework interfaces. It allows you to easily integrate Dynamics Crm data into your .NET applications, and integrate Dynamics Crm services with widely used data-oriented technologies. dotConnect for Dynamics Crm has the same...

Category: Software Development / Components & Libraries
Publisher: Devart, License: Shareware, Price: USD $339.95, File Size: 49.5 MB
Platform: Windows

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The Scribe Adapter for Microsoft Dynamics CRM supports seamless portability between all deployment options available with Microsoft Dynamics CRM 4.

The Scribe Adapter for Microsoft Dynamics Crm supports seamless portability between all deployment options available with Microsoft Dynamics Crm 4.0; customer deployed, partner hosted, or Crm Online. Easily migrate to or integrate with Dynamics Crm or Crm Online using our Adapters and Templates.

Category: Business & Finance / Business Finance
Publisher: Scribe Software Corporation, License: Shareware, Price: USD $0.00, File Size: 1.6 MB
Platform: Windows

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Terrasoft Call Center provides tools for registration and analyzing of incoming and outgoing calls, redirecting incoming calls to selected Terrasoft CRM users, process calls from different contacts according to the established rules.

Terrasoft Call Center Server is a separate module of popular Terrasoft Crm that provides tools for registration and analyzing of incoming and outgoing calls, redirecting incoming calls to selected Terrasoft Crm users, process calls from different contacts according to the established rules.

Category: Business & Finance
Publisher: Terrasoft CRM Software, License: Demo, Price: USD $2490.00, File Size: 9.9 MB
Platform: Windows

5 Stars5 Stars5 Stars5 Stars5 Stars Shareware
eWay-CRM Screenshot
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The best CRM Software for Outlook, also available online and on Android/iOS. It helps manage Customers, Deals, Projects and Mail Merges. With eWay-CRM you can share your Outlook with your team, automate workflows and run your business efficiently.

The best Crm for Outlook, available now on iOS / Android and as an online app. It helps manage Customers, Deals, Projects and Mail Merges. AMAZING INTEGRATION WITH OUTLOOK Turn your Outlook into professional Crm software. Work with the well-known environment, stay in one application and don't switch between. Integrate Emails, Calendar, Tasks and Contacts. Get your staff...

Category: Business & Finance / Applications
Publisher: eWay System LLC, License: Shareware, Price: USD $24.00, File Size: 172.1 MB
Platform: Windows

Shareware
Browser CRM Screenshot
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Browser CRM is web based customer management & integrated email. Flexible and powerful CRM - Customer Relationship Management - and Collaboration tools, running in any web browser.

Browser Crm is web based customer management & integrated email. Flexible and powerful Crm - Customer Relationship Management - and Collaboration tools, running in any web browser. Browser Crm is a commercial Crm application, backed by a company with 3 years experience in the sector and with significant expertise in web-enabling small businesses, including migrating...

Category: Business & Finance
Publisher: Browser CRM Limited, License: Shareware, Price: USD $199.00, File Size: 1.5 MB
Platform: Linux, Unix

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License:  All 1 2 | Free