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CRM Excel Spreadsheet Template

Register customers and perform segmented controls and analysis of sales and billing with defined characteristics.

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CRM Excel Spreadsheet Template

Register your customers (CRM) and make sales analyses according to the defined characteristics.

General Assumptions

Start by filling out the general assumptions of customer segmentation in your spreadsheet. They will define the parameters you will use for different customer groups in reports. Also fill in customer profile types, leads (customer first contact forms with the company), and customer location options.

Register

In the Register section, you will feed your customer base with contact data and segmentations chosen in the general assumptions, as well as sellers and sales targets.

Sales Control

Control your negotiations and completed sales by pulling the data of clients, sellers, region,s and other registrations already carried out in the spreadsheet.

General Reports

Follow consolidated monthly results and consult general reports by segment, defined profile, and customer location.

Specific Reports

Choose a customer, a segment, or a geographic location to see all the detailed sales and billing information related to each one.

Dashboards

Look at the results of your spreadsheet in two visual control panels with the main indicators and charts of your CRM (customer relationship management).

Comparative Dashboards

Choose a month and see a comparison between the results of this month's income in relation to the previous one and in relation to the goals established for that same period.

Watch this Template Video Tutorial

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Full Organization Plan
Access to all spreadsheets available (+120)
Access to all presentations available (+80)
Free updates
Activation in up to 10 computers
Priority on new templates at feedback.luztemplates.com
Unlimited Usage Lessons
Premium Support
Less than USD0,01 per template
From
USD
15,90
to
USD13,25
/month
billed as USD159 annually
Start 7 Days Free Trial
*cancel anytime, no hidden costs
One Challenge Plan
Access to 1 spreadsheet
Access up to 10 presentations
Free updates
Activation in up to 10 computers
Free 1h lesson
Premium support
USD7,90
/month
Start 7 Days Free Trial
*cancel anytime, no hidden costs
Improve Your Department Plan
Select up to 5 spreadsheets
Access to all presentations available (+80)
Free updates
Activation in up to 10 computers
Unlimited Usage Lessons
Ask for new templates at feedback.luztemplates.com
Premium support
Less than USD0,05 per template
USD11,90
/month
Start 7 Days Free Trial
*cancel anytime, no hidden costs
Full Organization Plan
Access to all spreadsheets available (+120)
Access to all presentations available (+80)
Free updates
Activation in up to 10 computers
Priority on new templates at feedback.luztemplates.com
Unlimited Usage Lessons
Premium Support
Less than USD0,01 per template
USD15,90
/month
Start 7 Days Free Trial
*cancel anytime, no hidden costs