Page 1 of 10

CRM Template
[ Your Name ]

Name Address Area Phone Contractor Contractor Requirement Last Next Action Next Lead Status Lead Notes
phone Contact Contact Source
Jameson, Bill XYZ Plumbing Owner 444-555-6666 xyz@plumber.com $ 45,000 $ 45,000 1/10/2013 1/29/2013 Cold Referral
Anderson, Jane ABC Corp Sales Manager 222-656-7890 busl@abccorp.com $ 10,000 $ 10,000 1/25/2013 2/5/2013 Warm Website
Smithers, Joe ACME Business Dev. 111-234-5678 acme@acme.com $ 4,500 $ 4,500 1/27/2013 2/15/2013 Active Email 12/2/18 nipun,

Page 1 of 10
 Page 2 of 10

CONTACT LOG
[ Your Name ]

Contact Customer Purpose Method Notes

Date
1/18/2013 Smithers, Joe Phone This is an example of a note that wraps to a second line. For really long
notes, you could use cell comments.

1/18/2013 Anderson, Jane Email

Page 2 of 10
 Page 3 of 10

SALES LOG
[ Your Name ]
← Insert Copied Columns to the Left
Date of Sale Customer Amount Item / Product / Service Invoice # Notes

1/18/2013 Smithers, Joe $ 4,500 Product ABC 2342

2/4/2013 Anderson, Jane $ 2,500 Installation 2343

Page 3 of 10
 Page 4 of 10

CONTACT DETAILS
[ Your Name ]

Name Company Work Phone Work Email Mobile Phone Personal Email Address City ST Zip Notes
Function
Anderson, ABC Corp 222-656-7890 busl@abccorp.com 111-111-1111 jsmith@email.com 18119 Shireoak Dr. Canton MI 84765 Loves chocolate

Page 4 of 10
 Lead Status Lead Source Date Formats

Active Email Days Since Last Contact (<=)

Won Facebook 2
Loss LinkedIn 5
Cold Referral >5
Warm Website
Newsletter Days Until Next Action (>=)
10
5
<5
INSTRUCTIONS:
Update the Lead Status and Lead Source lists to change
what shows up in the drop-down lists in the CRM worksheet.

Edit the values in the green and yellow cells to change the
settings used to conditionally format the Last Contact
and Next Contact columns in the CRM worksheet.
HELP
https://www.vertex42.com/ExcelTemplates/crm-template.html © 2013-2018 Vertex42 LLC

About This Template

A critical feature of any CRM system is to track communications with customers, plan
follow-up contacts, update the lead status, and after gaining a customer, schedule
future communication that will help you keep them as a customer. Tracking sales is
also an important part of CRM.

The CRM template provides a starting point for people looking for an Excel-based CRM
solution. It is designed to be easy to customize (limited only by your knowledge of
Excel).

INSTRUCTIONS: Below the table in each worksheet are instructions for using and
customizing that specific worksheet.

Additional Help
The link at the top of this worksheet will take you to the web page on vertex42.com that
talks about this template.

REFERENCES

SEE ALSO Vertex42.com: Money Management Template

SEE ALSO Vertex42.com: Home Mortgage Calculator

TIPS Vertex42.com: Spreadsheet Tips Workbook

13-2018 Vertex42 LLC
CRM Template

By Vertex42.com
https://www.vertex42.com/ExcelTemplates/crm-template.html

© 2013-2018 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a

copyrighted work under the United States and other copyright laws.

Do not submit copies or modifications of this template to any website or online

template gallery.

Please review the following license agreement to learn how you may or may not
use this template. Thank you.

See License Agreement

https://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet. If necessary, you may hide it by right-clicking on

the tab and selecting Hide.