CRM Template

[ Your Name ]

Work Estimated
Name Company Phone Email
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

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Feel free to hide these rows if you don't care to adjust the conditional formatting in the CRM table
Days Since Last Contact (<=) Days Until Next Action (>=)
2 10
5 5
>5 <5
 Next Lead
Last Contact Next Action Lead Status
Contact Source
4/18/2014 5/23/2014 Cold Referral
4/21/2014 5/1/2014 Warm Website
1/27/2013 4/24/2014 Active Email
 © 2013 Vertex42 LLC
CRM Template

Notes

Loves chocolate

[42]
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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 © 2013 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.

[42]
SALES LOG
[ Your Name ]

Date of Sale Customer Amount Item / Product / Service Invoice #

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

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

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 © 2013 Vertex42 LLC

← Insert Copied Columns to the Left CRM Template

Notes

[42]
CONTACT DETAILS
[ Your Name ]

Work
Name Company Work Email Mobile Phone
Function
Anderson, Jane ABC Corp 222-656-7890 busl@abccorp.com 111-111-1111

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 Personal Email Address City ST Zip

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

 © 2013 Vertex42 LLC
Contact List Template

Notes

Loves chocolate

[42]
 Lead Status Lead Source

Active Email
Won Facebook
Loss LinkedIn
Cold Referral
Warm Website
Newsletter
Help
Additional Help
About this template
several optional worksheets you can use to keep more detailed notes on these aspects of
CRM.

For more information, see the "Additional Help" link above. It will take you to the web page
on vertex42.com that talks about this template.

CRM Sheet
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

Tips: Use the Settings worksheet to edit what shows up in the lead and source drop-down lists
You can use cell comments to save large blocks of text
Conditional formatting is used to highlight the Last Contact and Next Contact
green/yellow/red depending on the values in the bottom of the worksheet
INDEX(MATCH()) formulas that would pull the Company, Work Function, Phone and Email
address from the Contact Details worksheet.

Other (Optional) Sheets

log. You can include important notes as cell comments in the main CRM worksheet if keeping
this detailed log is not necessary.
The SalesLog sheet could be used to keep a history of completed sales.
If you'd like to track the total sales for a specific customer, you can use a SUMIF formula on
the SalesLog sheet.
The ContactDetails worksheet lets you store more detailed contact information about your
clients.

How to print the CRM record

1) Select the worksheet tab you would like to print
2) Go to File > Print
3) Choose "Current Sheet"
4) Check "No Gridlines" (very important)
5) Set the Layout to "Fit to Width" and "Landscape"
CRM Template

By Vertex42.com
© 2013-2014 Vertex42 LLC

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