Although there seems to be plenty of choice, I haven’t found any CRM software that tickles my fancy yet. I need to get better at keeping on top of prospective business though, so the first step was to make a spreadsheet. If it’s useful to anyone, I’m happy to share it. There are Apple Numbers and Microsoft Excel versions in a ZIP file. I’m keen to hear your suggestions for improving it, as well as your recommendations for CRM software/services. Download the ZIP file