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CRM Template
[ Your Name ]
Name
Jameson, Bill
Anderson, Jane
Smithers, Joe

Company

Work
Function

Phone

Email

Estimated
Sale

XYZ Plumbing Owner


444-555-6666 xyz@plumber.com $
ABC Corp
Sales Manager 222-656-7890 busl@abccorp.com $
ACME
Business Dev. 111-234-5678 acme@acme.com $

45,000
10,000
4,500

Last
Contact
1/10/2013
1/25/2013
1/27/2013

Next Action

Next
Contact

Lead
Status

Cold
1/29/2013
Warm
2/5/2013
Sample contact log using cell
Active
comments. 2/15/2013

Lead
Source
Referral
Website
Email

Notes

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
Date

Customer

Purpose

Method

1/18/2013 Smithers, Joe

Phone

1/18/2013 Anderson, Jane

Email

http://www.vertex42.com/ExcelTemplates/crm-template.html

Notes
This is an example of a note that wraps to a second line. For really
long notes, you could use cell comments.

2010 Vertex42 LLC

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SALES LOG
[ Your Name ]
Insert Copied Columns to the Left

Date of
Sale

Customer

1/18/2013 Smithers, Joe


2/4/2013 Anderson, Jane

Amount
$
$

Item / Product / Service

4,500 Product ABC


2,500 Installation

http://www.vertex42.com/ExcelTemplates/crm-template.html

Invoice #

Notes

2342
2343

2010 Vertex42 LLC

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CONTACT DETAILS
[ Your Name ]
Name
Anderson, Jane

Company

Work
Function

ABC Corp

http://www.vertex42.com/ExcelTemplates/crm-template.html

Phone

Work Email

Mobile Phone Personal Email

222-656-7890 busl@abccorp.com 111-111-1111

jsmith@email.com

Address
18119 Shireoak Dr.

City
Canton

ST
MI

Zip
84765

Notes
Loves chocolate

2010 Vertex42 LLC

Lead Status
Active
Won
Loss
Cold
Warm

Lead Source
Email
Facebook
LinkedIn
Referral
Website
Newsletter

Date Formats
Days Since Last Contact (<=)
2
5
>5
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 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

2013-2017 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.

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