Free CRM template for small businesses.

If you’re just dipping your toes into the waters of customer relationship management, utilising our free Excel customer database template  is a good starting point to begin gathering key data for your business.

Click to download your free CRM template here.

Once you get the hang of compiling and analysing simple customer data, you can import your database into a more sophisticated CRM platform with additional tools like marketing automation and lead management.

RELATED: What should you do with your customer data?

To grow your business, you’ll need a more robust solution that can manage complex data streams in a user-friendly format and help you drive result from your customer relationship efforts.

In the meantime, an Excel-based CRM template can help you organise critical data for each client or customer, including:

  • Name
  • Phone number
  • Email address
  • Estimated customer or client value
  • Date of last contact
  • Next action to be taken
  • Next date of contact
  • Lead status
  • Lead source i.e. how the person was introduced to your business
  • Notes i.e. anything unique or worth mentioning about a particular customer

As your customer base expands, moving to a sophisticated CRM system will help you manage these details and more without having to input data manually 

RELATED: Generating leads without driving customers away.

Want to know more about customer relationship management and how it can help your business? Our FREE eBook is packed with easy to navigate information and recommendations. Get your fast, easy download here.

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