Professional Documents
Culture Documents
CRM Template
CRM Template
CRM Template
[ Your Name ]
Name Company Work Phone Email Estimated Last Next Action Next Lead Lead Notes
Function Sale Contact Contact Status Source
Jameson, Bill XYZ Plumbing Owner 444-555-6666 xyz@plumber.com $ 45,000 1/10/2013 1/29/2013 Cold Referral
Anderson, Jane ABC Corp Sales Manager 222-656-7890 busl@abccorp.com $ 10,000 1/25/2013 2/5/2013 Warm Website
Smithers, Joe ACME Business Dev. 111-234-5678 acme@acme.com $ 4,500 1/27/2013 2/15/2013 Active Email Loves chocolate
10/14/2012 - Details of
initial contact.
Page 1 of 8
Page 2 of 8
CONTACT LOG
[ Your Name ]
Page 2 of 8
Page 3 of 8
SALES LOG
[ Your Name ]
← Insert Copied Columns to the Left
Date of Customer Amount Item / Product / Service Invoice # Notes
Sale
1/18/2013 Smithers, Joe $ 4,500 Product ABC 2342
2/4/2013 Anderson, Jane $ 2,500 Installation 2343
Page 3 of 8
Page 4 of 8
CONTACT DETAILS
[ Your Name ]
Name Company Work Phone Work Email Mobile Phone Personal Email Address City ST Zip Notes
Function
Anderson, Jane 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 8
Lead Status Lead Source Date Formats
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 © 2013-2023 Vertex42 LLC
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
Please review the following license agreement to learn how you may or may
not use this template. Thank you.