Customer master
Centralized
Easier lookup
Free download
Free Excel template for customer records, contacts, source channels, and tag management
Consultation
Need help choosing the right customer workflow?
If you want to reshape your customer master around your current sales and marketing workflow, we can decide which fields stay in Excel and which flows move into a web system. We can also reduce the workbook to the fields people actually use every day.
If you need team collaboration, mobile entry, photo uploads, corrective-action reminders, or dashboards, view the systemized version.
Organize customer basics, contacts, source channels, tags, and follow-up entry points in one workbook. Use it to create a shared customer master before connecting follow-up, quotation, and order workflows.
Free download
Customer master
Contacts
Tag filters
Source channels
Classified
Cleaner review
Tag filters
Flexible
Simpler follow-up segments
Workflow snapshot
Customer master at a glance
Keep new leads, unreached accounts, and priority follow-ups in one entry point so the team does not have to jump across sheets.
New leads
58
Unreached
14
Free download
Review the Excel workbook before you start
This free workbook organizes customer records, contacts, source channels, tags, and follow-up entry points. Align today’s customer notes in one field structure so filtering and handover become more reliable.
File
Customer Database and CRM Template.xlsx
File name: sales_operations_lead_inquiry_log_template_en.xlsx
Sheet count
8 sheets
Use case
Customer master and CRM foundation
Customer basics and contact details stay in one maintained list.
Source channels, tags, and priorities become easier to filter and review.
Start with the customer fields your team searches most often, then add follow-up fields.
Excel workflow
Use the customer master as the base for sales work
Register the account, classify the source, and tag the priority so the team starts follow-up from the same record.
Step 1
Register the customer record
When a new lead appears, capture the company, contact person, contact details, and source channel.
Step 2
Classify the source channel
Separate events, referrals, website inquiries, and other sources so acquisition quality is easier to review later.
Step 3
Add filtering tags
Tag industry, region, priority, and next action so follow-up lists can be created quickly.