CRM Document Real Estate. CRM Document Healthcare. CRM Document Personal. CRM Document Construction. CRM Document Startup. CRM Document Customer. CRM Document Sample. CRM Document Project. CRM Document Business Case. CRM Document Dashboard. CRM Document Small Busines. CRM Document Simple. CRM Document School. CRM Document Massage. CRM Document Church. CRM Document Business Development. CRM Document Client. I'm a fan of conditional formatting, but if you don't like it or want to change the colors, see the article " How to Use Conditional Formatting in Excel " to learn how to clear or edit conditional format rules. For more information on using these columns, see below.

Sorting and Filtering : This template is designed around the spreadsheet's built-in Sorting and Filtering features. With a couple clicks on the arrow in the column header, you can do things such as:. Demographics - For any contact, you'll want to record their name, company, job title or position, email, phone , etc. Information that may be nice to know what not necessary to refer to on a day-to-day basis could be saved in the optional Contact Details worksheet which is just the contact list added to this workbook. Estimated Sale - For active customers, this might be the average monthly or annual sales figure - something to help you easily see the value of keeping that customer. For potential customers, this could be your estimate of the customer's potential monthly or annual sales. Last Contact - When you make a contact, you record the date in the Last Contact field. The highlighting will make the cell green if the contact was recent, pink if it has been a long time since that last contact, or yellow for somewhere in between.

Next Contact - Planning follow-up communication is important, so use this column to record the date for the next contact and use the Next Action column to enter a code that describes what your follow-up action will be. Notes - There are many ways that you can record notes about communications with your leads. You could add cell comments as shown in the screenshot image above. You can use a Notes column with Wrap Text turned on though for long notes, that will make the table messy. You can also use the optional Contact Log worksheet, to record notes about each individual communication. Sales Log - If you want to create monthly or quarterly or annual sales reports, you'll need a way to record individual sales.

That could be done using the optional SalesLog worksheet. You could then add a Pivot Table to summarize the data, or create your own Excel dashboard to display important summary data. If you want to use the Contact Log worksheet to record details about every contact you make, then you may want to use a formula in the Last Contact column of the CRM worksheet to automatically lookup the date of the last contact for a person. If you want to use the Sales Log worksheet to record every sale that you make, then you may want to summarize the sales in the CRM worksheet. The formula might look like this:.

If you use the Contact Details worksheet, you can use a VLOOKUP formula within the CRM worksheet to automatically grab the Phone number and other contact information for each person. See my VLOOKUP article to learn how to create these types of formulas. The Google Sheets version is now a collaborative crm database and includes a new Team Members table. You can pick a team member in the Contact Log and Sales Log tables and see a summary of the total sales and total contacts in the Team Members table. CRM Template for Excel, Google Sheets and Spreadsheet. Download Spreadsheet. With a couple clicks on the arrow in the column header, you can do things such as: Order the table based on the Estimated Sale value Filter out customers from the list where the Lead Status is "loss" or "cold" Sort the table by Next Contact date so you can make the most urgent contacts first Demographics - For any contact, you'll want to record their name, company, job title or position, email, phone , etc.

Marketing software to increase traffic and leads. Free and premium plans. Sales software for closing more deals, faster. Software for providing first-class customer service. Content management software to power websites. Premium plans and free trial. Operations Hub Operations software. Find HubSpot apps for the tools and software you use to run your business. Read marketing, sales, agency, and customer success blog content. Hear from the businesses that use HubSpot to grow better every day. Create apps and custom integrations for businesses using HubSpot. Find training and consulting services to help you thrive with HubSpot. Take courses on the latest business trends, taught by industry experts. Find a partner in our global community of service providers who can help you grow. Want to track your sales activities and customer interactions, but not quite ready for a CRM software solution?

Our CRM spreadsheet is exactly what you need! Log in Get started. App Marketplace Find HubSpot apps for the tools and software you use to run your business. Company About Us Contact Us Management Team Board of Directors Careers. News HubSpot News Press Resources Speakers. Investors Investor Relations. Business Templates CRM. Back to Business Templates. Give me access. Template Highlights. What is a CRM spreadsheet? CRM stands for "customer relationship management. By analyzing the customer relationship data, you can leverage a CRM spreadsheet to improve your business processes and improve sales. Is this template free? Sound too good to be true? This time it's not! Our templates are absolutely free. Related Tags CRM Excel Google Sheets Spreadsheets Sales Startup Agency. Related business templates. CRM Recruitment Tracking Spreadsheet. See All Business Templates. These are templates provided for your convenience and use. Nothing on this page creates an attorney client relationship and is not legal advice.

If you want professional information, please consult your own attorney.

Benefits Of Using One What is a UI kit? Thus, you can use it for any project, for example, Project Management, eCommerce backends, Analytics, CRM , Fitness, or any custom admin panels. Besides, the arrival of ready-to-use admin panel templates paved a simple way that made web designing and web app development a lot simpler. Premium plans and free trial. Last Contact - When you make a contact, you record the date in the Last Contact field. The formula might look like this:.

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