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    CRM Template

    Uploaded by

    Nipun Tantia
    CRM template free to share

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    CRM Template

    Uploaded by

    Nipun Tantia
    230 views10 pages
    CRM template free to share

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    CRM template free to share

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    230 views10 pages

    CRM Template

    Uploaded by

    Nipun Tantia
    CRM template free to share

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 10
    At a glance
    Powered by AI
    The template provides a starting point for tracking communications, sales, and contacts with customers using an Excel-based CRM solution.

    The template tracks customer information, contact logs, sales logs, and contact details. It also tracks lead statuses, sources, and formats dates.

    The template can be customized by updating lists and values that control drop-downs and conditional formatting. Instructions are provided on each worksheet for customizing that sheet.

    Page 1 of 10

    CRM Template
    [ Your Name ]

    Name Address Area Phone Contractor Contractor Requirement Last Next Action Next Lead Status Lead Notes
    phone Contact Contact Source
    Jameson, Bill XYZ Plumbing Owner 444-555-6666 [email protected] $ 45,000 $ 45,000 1/10/2013 1/29/2013 Cold Referral
    Anderson, Jane ABC Corp Sales Manager 222-656-7890 [email protected] $ 10,000 $ 10,000 1/25/2013 2/5/2013 Warm Website
    Smithers, Joe ACME Business Dev. 111-234-5678 [email protected] $ 4,500 $ 4,500 1/27/2013 2/15/2013 Active Email 12/2/18 nipun,

    Page 1 of 10
    Page 2 of 10

    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

    Page 2 of 10
    Page 3 of 10

    SALES LOG
    [ Your Name ]
    ← Insert Copied Columns to the Left
    Date of Sale Customer Amount Item / Product / Service Invoice # Notes

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


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

    Page 3 of 10
    Page 4 of 10

    CONTACT DETAILS
    [ Your Name ]

    Name Company Work Phone Work Email Mobile Phone Personal Email Address City ST Zip Notes
    Function
    Anderson, ABC Corp 222-656-7890 [email protected] 111-111-1111 [email protected] 18119 Shireoak Dr. Canton MI 84765 Loves chocolate

    Page 4 of 10
    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
    https://www.vertex42.com/ExcelTemplates/crm-template.html © 2013-2018 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


    13-2018 Vertex42 LLC
    CRM Template

    By Vertex42.com
    https://www.vertex42.com/ExcelTemplates/crm-template.html

    © 2013-2018 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


    https://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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