Templates

The Salesforce template by Sheet Director is designed to help businesses maximize revenue and optimize lead generation. With this template, you can measure revenues within specific periods, analyze sales trends, and monitor lead sources and their progress through the sales pipeline. The template is customizable, provides real-time updates, and is easy to use, making it an essential resource for effective sales management and decision-making.

The Google Sheet QuickBooks template from Sheet Director is designed to streamline financial management for businesses. It provides detailed insights into expenses, accounts, and customer information, helping you manage finances more effectively. The template is easy to use, automatically populates with data from QuickBooks, and offers customization and real-time updates to support informed financial decision-making.

The Google Sheet Zoho CRM template from Sheet Director is designed to streamline financial and customer relationship management for businesses. It provides detailed insights into Leads, Deals, and Contact information directly from Zoho CRM, helping you manage customer data and sales pipelines more effectively. The template is easy to use, automatically syncs with your Zoho CRM account, and offers customization and real-time updates to support informed decision-making. 

Zoho Books Google Sheet Template from Sheet Director is designed to streamline financial management and reporting for businesses. It provides real-time access to Invoices, Bills, Expenses, and Contact data directly from Zoho Books, enabling you to manage your finances with greater clarity and control. This easy-to-use template syncs automatically with your Zoho Books account and supports full customization, allowing you to track key financial metrics, generate insights, and make informed decisions effortlessly.

Todoist Google Sheet Template from Sheet Director is designed to streamline a leading task management and to-do list app trusted by millions to stay organized and productive. Whether you're managing work projects, personal goals, or everyday errands, Todoist helps you keep track of everything in one place. With features like task prioritization, due dates, recurring reminders, and project collaboration, it’s designed to simplify your workflow and keep you focused. Accessible across all devices, Todoist ensures you stay in control of your tasks—anytime, anywhere. 

Xero Google Sheet Template from Sheet Director is designed to streamline financial management using one of the world’s leading cloud-based accounting platforms. Whether you're managing small business finances, handling payroll, or reconciling transactions, Xero helps you keep everything organized in one place. With features like automated bank feeds, invoicing, expense tracking, and real-time financial reporting, it’s built to simplify your accounting workflow and support better decision-making. Accessible across all devices, Xero ensures you stay in control of your business finances—anytime, anywhere. 

HubSpot Google Sheet Template from Sheet Director is designed to streamline customer relationship management using one of the world’s leading CRM platforms. Whether you're managing leads, tracking sales, or delivering top-notch customer support, HubSpot helps you keep everything organized in one place. With features like contact management, deal tracking, ticketing, marketing automation, and detailed analytics, it’s built to simplify your business workflows and boost team productivity. Accessible across all devices, HubSpot ensures you stay connected with your customers and in control of your sales pipeline—anytime, anywhere.