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CRM

Name Company/Address Work Function Phone Email Estimated Last Next Action Next Lead Status Lead Notes
Sale Contact Contact Source

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 Page 2 of 11

CONTACT LOG
Chintan Tank

Contact Customer Purpose Method Notes

Date

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 Page 3 of 11

SALES LOG
Chintan Tank
Insert Copied Columns to the Left
Date of Sale Customer Amount Item / Product / Service Invoice # Notes

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 Page 4 of 11

CONTACT DETAILS
Chintan Tank

Date Day Name Company Work Phone Work Email Mobile Phone Personal Email Address City ST Zip Notes
Function
7/31/2017 Monday GhanshyamBhai Shiv Group
Chairman Of
7/31/2017 Monday Himat B Sheladia GIDC - naoank@yahoo.com 9825258383 shediahimat@gmail.com
Notified Area
8/1/2017 Tuesday Maheshbhai M D Developers
8/1/2017 Tuesday Sudhirbhai Hindva Builders

Page 4 of 11
 Page 5 of 11

CONTACT DETAILS
Chintan Tank

Name Company Work Phone Work Email Mobile Phone Personal Email Address City ST Zip Notes
Function
GhanshyamBhai Shiv Group
GIDC Chairman Of
Himat B Sheladia - naoank@yahoo.com 9825258383 shediahimat@gmail.com
Ankleshwar Notified Area

Page 5 of 11
 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

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
https://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

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.