Customer Profile Excel Templates Download Free

Download a simple CRM system for Excel®, by Jon Wittwer | Updated 5/27/2020

Customer Relationship Management (CRM) systems and CRM software can help you increase sales by streamlining communications with your potential and current customers. Online CRM software can help you integrate revenue tracking, sales, and email into an all-in-one system. If you don't need heavy integration and are just looking for a simple way to keep track of leads, then try using a spreadsheet template.

I designed the CRM Excel template below based on the request from a few users and have been updating it since 2013. The spreadsheet is set up as a CRM Database, with a main table for showing the current status of customers and sales. Other tables include a Sales Log, Contact Log and Contact Details.

That is Excel CRM template, may enables you to manage your clients, prepare reports and view the existing status regarding customer relationships. Actually, the best part of the Excel CRM template is that unlike typical CRM software, it is free of cost, easy to use, user-friendly, and easy to maintain customer. A client profile template is a formal document which is collected information which simple but is extended that has all the information of client along with age, gender idea and goals. A client is a person who pays to the organization for the service that means a client profile should be fine enough containing all the information regarding trust. Download a free customer list template for Microsoft Excel® This page explains how to create a Customer Drop-Down List in a spreadsheet and use Lookup formulas to automatically display customer information in other cells based on the value you have selected from the drop-down list.

Track leads, opportunities, and sales with the top Excel and Google Sheets CRM templates. All of the templates below are fully customizable and available for free download. Included on this page, you’ll find a Google spreadsheet CRM template with dashboard, as well as Excel CRM templates for managing a sales pipeline and tracking marketing KPIs. 50 FREE Customer List Templates (Excel & Word) When a business gets sold, it may continue operation but under new management due to the fact that it has a new owner. But in some cases, especially when the business isn’t performing as well as it should be, the best thing to do is to merge with another company.

Download

⤓ Excel

For: Excel 2010 or later, Office 365, & Excel for iPad/iPhone

⤓ Google Sheets

License: Private Use (not for distribution or resale)

'No installation, no macros - just a simple spreadsheet' - by Jon Wittwer

Description

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 a spreadsheet-based CRM solution. It is designed to be easy to customize.

This template is a set of crm database tables formatted to allow sorting, filtering, and display of important customer information - a much more functional 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'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.

How to Use the CRM Template in Excel

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:

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. 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. Use the Settings worksheet to customize the number of days that are used for the basis for when the cell should be green/yellow/pink.

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.

Using the Other CRM Tables

Contact Log Table

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. To do that, you can use a MAX-IF Array Formula like this (remember to press Ctrl+Shift+Enter after entering the formula):

If you are using Google Sheets or the most recent version of Excel, you can use MAXIFS:

Sales Log Table

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. You could use the AVERAGEIFS or SUMIFS function within the Estimated Sale column to show the average or sum of sales for each person. The formula might look like this:

Contact Details Table

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.

Team Members Table

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 References

[1] Customer Relationship Management - wikipedia.org - This wikipedia page, although lacking substantive information, opened my eyes to the wide variety of ways that businesses use CRM systems - and thus made me realize I only wanted to create the most basic of templates.
[2] Create a CRM System Using Google Docs - blog.softwareadvice.com - Most of the initial features I added to the CRM template came from the ideas presented in this blog post.

Ideal Client Background Story, Future Story

Background story of the client plays an important role as it tells the mindset of the client that how he got interested in a particular business, also you can know how he become a man he is now from a man he was in the past or what hurdles he found in his way to get here. After knowing the background story of your client you get a hint of the future plans and story of client that how your product or idea will help him get there where he wants to.

Best Clients

To choose best clients to make their profiles you need to follow these steps. First of all make a list of beat clients you are working with for convenience.

• Check accounts with the client to note the profit scale.
• Also the lifespan of the contract is considerable that from how much time he’s been working with you.
• The client delays the project or he pays the cheque in time.
• Are you happy working with the client? You should know this to make his perfect client profile.
• You should know who your perfect client is. Write his name, age, gender, ethnicity, marital status in the profile

Interviews

Conduct client interviews to get all king of necessary information that may be qualitative or quantitative or it can be both. Dig out his ideas, his perspectives and his personal information. Ask a few questions like:

• How working with him will give profit? Or what is his role in the business?
• How you work? Who is the one you report or who reports you?
• What are your desires or goals, issues or complaints you are facing working with us?
• What location your client has and where you want most of your clients, specific area, town, city or region.

Buying Processes and Deals

Not every client you are working with is advantageous for your company. You need to know their purchase processes and the profits they are offering you. What strategy they are using for the deals and how that’s beneficial for you. This point is important to put in the client profile. As the Client is the ideal one and is giving you profit you cannot neglect this point that how he pays you. Whether he pays you in time or delays the paying dates.

What Conduct he has with you?

Each and every small point in making a client profile is important. Small point missed can land you and your company into a big mess. To avoid problems you need to watch out.

Templates for Client Profile

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