CRM Customer Follow-up Template

เทมเพลต Excel/Sheets

CRM Customer Follow-up Template

Customer database with source and deal stage
Next follow-up date, overdue shown in red
Deal value by stage and salesperson
Funnel dashboard with charts

฿199Lifetime

About this template

A simple CRM for real estate agents and sales teams. Keep clients, deal values, sales stages and follow-up dates; overdue clients turn red and today's turn yellow, with a pipeline and commission dashboard.

Screenshots from the real file

Who it is for

Real estate agents
Sales staff and teams
Business owners who follow up clients themselves

What you get out of it

Never forget a follow-up call
Know your open deals and expected commission
See which lead source brings the most clients
Every client's history in one place

What is inside the file

How to useGetting-started steps, list of tabs and what the colors mean

ClientsID, name, phone, source, property type, deal value, stage and next follow-up; contact count, alerts and commission are calculated

Contact logLog calls, viewings, channel and a note on what was said

DashboardTotal clients, open pipeline, closed deals, total commission, urgent follow-ups and a lead source chart

SettingsSales stages, lead sources, property types and channels

How to use it

In "Settings", edit sales stages and lead sources
In "Clients", add clients, deal values and the next follow-up date
Log calls and meetings in "Contact log"
See pipeline and commission in "Dashboard"

What you receive

Excel file (.xlsx), 52 KB, ready to download right after payment
A Google Sheets link that makes your own copy in Google Drive, usable on mobile
Sample data on every tab so you can see how to fill it in, then replace it with yours
Built-in formulas, drop-downs and color alerts

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