Ce mini CRM local permet de suivre contacts, opportunit\u00e9s, relances et activit\u00e9s commerciales sans installer une plateforme complexe. Le fichier est livr\u00e9 vide et modifiable pour s\u2019adapter \u00e0 votre activit\u00e9.<\/p>\n
Freelances, consultants, artisans, cr\u00e9ateurs et petites structures qui veulent organiser leur prospection et leur suivi client dans un fichier ma\u00eetris\u00e9. Le mod\u00e8le n\u2019envoie aucun message et ne collecte aucune donn\u00e9e automatiquement.<\/p>\n
Le classeur cite les recommandations de la CNIL sur la gestion des clients et prospects<\/a>, le guide Ma\u00eetrisez votre relation client<\/a> et les r\u00e8gles de communication \u00e9lectronique<\/a>. Il rappelle la minimisation, l\u2019information, l\u2019opposition, la s\u00e9curit\u00e9 et les dur\u00e9es adapt\u00e9es.<\/p>\n Fichier .xlsx modifiable, livr\u00e9 automatiquement. Mention de propri\u00e9t\u00e9 et licence incluse. Prot\u00e9gez l\u2019acc\u00e8s au fichier d\u00e8s qu\u2019il contient des donn\u00e9es r\u00e9elles.<\/p>\n Limite :<\/strong> ce mod\u00e8le ne remplace pas une analyse RGPD, un registre de traitement ou un conseil juridique.<\/p>\n","protected":false},"excerpt":{"rendered":" Mini CRM Excel pour freelance : pipeline, 200 contacts, activit\u00e9s, relances et tableau de bord. M\u00e9thode et sources CNIL int\u00e9gr\u00e9es.<\/p>\n","protected":false},"featured_media":328,"template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"product_brand":[],"product_cat":[21],"product_tag":[],"class_list":["post-326","product","type-product","status-publish","has-post-thumbnail","product_cat-activite-independante","desktop-align-left","tablet-align-left","mobile-align-left","first","instock","featured","downloadable","virtual","purchasable","product-type-simple"],"_links":{"self":[{"href":"https:\/\/verite-interdite.fr\/index.php\/wp-json\/wp\/v2\/product\/326","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/verite-interdite.fr\/index.php\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/verite-interdite.fr\/index.php\/wp-json\/wp\/v2\/types\/product"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/verite-interdite.fr\/index.php\/wp-json\/wp\/v2\/media\/328"}],"wp:attachment":[{"href":"https:\/\/verite-interdite.fr\/index.php\/wp-json\/wp\/v2\/media?parent=326"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/verite-interdite.fr\/index.php\/wp-json\/wp\/v2\/product_brand?post=326"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/verite-interdite.fr\/index.php\/wp-json\/wp\/v2\/product_cat?post=326"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/verite-interdite.fr\/index.php\/wp-json\/wp\/v2\/product_tag?post=326"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Format et protection<\/h3>\n