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 template?
If you want to reshape your customer master around your current sales and marketing workflow, we can help decide which fields should stay in Excel and which flows should move into a web system. We can also reduce the workbook to the fields people actually use day to day.
If you need team collaboration, mobile data 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 base at a glance
Keep new leads, unreached accounts, and priority follow-ups in the same entry point so the team does not have to jump across sheets.
New leads
58
Unreached
14
Free download
Check the Excel workbook first
This free template organizes customer records, contacts, source channels, tags, and follow-up entry points. Align today’s customer notes into 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
12 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.
Start with the customer fields your team searches most often.
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.