CRM Template

[ Your Name ]

Name Company Work Phone Email Estimated

Function Sale
Jameson, Bill XYZ Plumbing Owner 444-555-6666 xyz@plumber.com $ 45,000
Anderson, Jane ABC Corp Sales Manager 222-656-7890 busl@abccorp.com $ 10,000
Smithers, Joe ACME Business Dev. 111-234-5678 acme@acme.com $ 4,500
haytham.salah@eg
egidc 7 1226409642 $ 1,500
yidc.com

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INSTRUCTIONS:
1) Enter the Name, Company, Work Function, Phone and Email for your customers
2) Enter the Lead Source to help you evaluate the effectiveness of your marketing
3) Enter the Estimated Sale amount to help you evaluate the importance of the sale
4) When contact is made, enter the date in the Last Contact field and enter notes using
cell comments or the optional ContactLog worksheet
5) Plan the next contact by listing a Next Action and updating the Next Contact date
6) Update the Lead Status when the customer becomes more or less likely to accept your offer

Note: Conditional formatting is used to highlight the Last Contact and Next Contact
green/yellow/red depending on the values in the Settings worksheet.

IDEAS for CUSTOMIZATION:

- If using the optional ContactDetails worksheet, you could create VLOOKUP or INDEX(MATCH()) form
that would pull the Company, Work Function, Phone and Email address from the Contact Details work
- If using the SalesLog worksheet to record actual sales, you could add a column for displaying past s
for this customer, using the SUMIF() formula.
 Last Next Action Next Lead Lead Notes
Contact Contact Status Source
1/10/2013 1/29/2013 Cold Referral
1/25/2013 2/5/2013 Warm Website
1/27/2013 2/15/2013 Active Email Loves chocolate
27/12/2016 10/1/2016

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our customers
your marketing
tance of the sale
nd enter notes using

ext Contact date

s likely to accept your offer

and Next Contact

LOOKUP or INDEX(MATCH()) formulas

ess from the Contact Details worksheet.
dd a column for displaying past sales
 2013-2017 Vertex42 LLC
CRM Template
CONTACT LOG
[ Your Name ]

Contact Customer Purpose Method

Date
1/18/2013 Smithers, Joe Phone

1/18/2013 Anderson, Jane Email

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INSTRUCTIONS:
[OPTIONAL] This worksheet provides an example of what you might use for a more detailed contact log.
You can include important notes as cell comments in the main CRM worksheet if keeping this detailed
log is not necessary.
 2013-2017 Vertex42 LLC
CRM Template
Notes

This is an example of a note that wraps to a second line. For really

long notes, you could use cell comments.

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mple of what you might use for a more detailed contact log.
ments in the main CRM worksheet if keeping this detailed
SALES LOG
[ Your Name ]
Insert Copied Co
Date of Customer Amount Item / Product / Service Invoice #
Sale
1/18/2013 Smithers, Joe $ 4,500 Product ABC 2342
2/4/2013 Anderson, Jane $ 2,500 Installation 2343

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INSTRUCTIONS:
[OPTIONAL] This worksheet could be used to keep a history of completed sales.

IDEAS for CUSTOMIZATION:

Sales reports could be generated by creating a Pivot Table based on this sales log.
The SUMIF formula could be used to calculate the total sales for a specific customer.
 2013-2017 Vertex42 LLC
Insert Copied Columns to the Left CRM Template
Notes

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CONTACT DETAILS
[ Your Name ]

Name Company Work Phone Work Email Mobile Phone

Function
Anderson, Jane ABC Corp 222-656-7890 busl@abccorp.com 111-111-1111

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INSTRUCTIONS:
[OPTIONAL] This worksheet is for storing more detailed contact information about your clients.

IDEAS for CUSTOMIZATION:

Some of the columns in the CRM worksheet could be automatically filled by referring to this data tabl
 Personal Email Address City ST Zip Notes

jsmith@email.com 18119 Shireoak Dr. Canton MI 84765 Loves chocolate

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rmation about your clients.

illed by referring to this data table using VLOOKUP.

 2013-2017 Vertex42 LLC
Contact List Template
 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
http://www.vertex42.com/ExcelTemplates/crm-template.html 2013-2017 Vertex42 LLC

About This Template

A critical feature of any CRM system is totrack 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

13-2017 Vertex42 LLC
CRM Template
By Vertex42.com
http://www.vertex42.com/ExcelTemplates/crm-template.html

2013-2017 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

http://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.