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Customer Relationship Management (CRM) systems and CRM software can help you increase sales by streamlining communications with your potential and current customers.
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. The CRM template provides a starting point for people looking for an Excel-based CRM solution. In it's current form, this template is just a table formatted to allow sorting, filtering, and display of important customer information - a fancier version of the Contact List Template. The most complex part of the spreadsheet has to do with the conditional formatting used to highlight the dates in the Last Contact and Next Contact columns. I personally do not use CRM software, so future updates and versions of this template will be based on the feedback and requests that I get from users. Sorting and Filtering: This template is designed around Excel's built-in Sorting and Filtering features.
Demographics - For any contact, you'll want to record their name, company, job title or position, email, phone #, etc.
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.
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.
Sales Log - If you want to create monthly or quarterly or annual sales reports, you'll need a way to record individual sales. Online CRM software can help you integrate revenue tracking, sales, and email into an all-in-one system. I'm a fan of conditional formatting, but if you don't like it or want to change the colors, see Excel's help system (F1) for how to clear or change conditional formats. 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 ContactDetails worksheet (which is just the contact list added to this workbook). For potential customers, this could be your estimate of the customer's potential monthly or annual sales.
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. If you don't need that type of integration and are just looking for a simple (and free) way to keep track of leads, then you can try using an Excel template.
You can use a Notes column with Wrap Text turned on (though for long notes, that will make the table messy). You could then add a Pivot Table to summarize the data, or create your own Excel dashboard to display important summary data.


You can also use the optional ContactLog worksheet, to record notes about each individual communication. It may not be everything you want it to be, but it might give you a head start on customizing your own solution or help you decide whether a spreadsheet-based solution is right for you. The Quantity, Unit Price and Multiplier are the two columns that will be used to calculate Amount but will not be printed since they are out side the print area.Notes to Invoice Manager usersThe Invoice# field is an auto-generated field - when you click Save To DB while leaving the cell blank, an Invoice ID is generated automatically. It can also be used for subscription based service, such as newsletter publishing service.Sales Invoice (2 Columns, without Shipping)It's easy to make adjustment to the invoice format we provide to create your own invoice form by dragging and dropping cells in Excel. To do this, firstly drag your mouse to select the cell or cells you want to move, and then push your mouse on the border of the selected area and drag it to its new location you like. The commercial invoice template contains required information for a Customs and Border Protection (CBP) Officer to determine if the goods being imported are admissible, and if so, what the correct Harmonized Tariff Schedule (HTS) classification and rate of duty should be.Engineering Service Invoice TemplateThe invoice template has two columns within the print area, a description column and a total column.
If the amount on a line is filled in, the corresponding line# is filled in automatically using Excel formula.



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