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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
Sample contact log using cell comments.
Smithers, Joe ACME Business Dev. 111-234-5678 acme@acme.com $ 4,500 1/27/2013 2/15/2013 Active Email Loves chocolate
12/12/2012 - Responded to customer
questions.

10/14/2012 - Details of initial contact.

To hide this comment, right-click on the cell

and select Hide Comment.

http://www.vertex42.com/ExcelTemplates/crm-template.html © 2010 Vertex42 LLC

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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

http://www.vertex42.com/ExcelTemplates/crm-template.html © 2010 Vertex42 LLC

 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

http://www.vertex42.com/ExcelTemplates/crm-template.html © 2010 Vertex42 LLC

 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

http://www.vertex42.com/ExcelTemplates/crm-template.html © 2010 Vertex42 LLC

 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 © 2013-2021 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

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

© 2013-2021 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.