Customer CRM Database Template Preview
Professional customer CRM database template with contact management, interaction tracking, health scoring, and customer analytics. Perfect for managing customer relationships.
CRM Dashboard
Overview of customer metrics, activities, and health scores
CUSTOMER RELATIONSHIP MANAGEMENT DASHBOARD ═══════════════════════════════════════════════════════════════════ Last Updated: January 19, 2025 Account Manager: Jennifer Walsh CUSTOMER PORTFOLIO SUMMARY ─────────────────────────────────────────────────────────────────── Total Customers: 248 Active Customers: 215 At-Risk Customers: 18 New This Quarter: 23 Churned This Quarter: 5 CUSTOMER VALUE METRICS ─────────────────────────────────────────────────────────────────── Metric Value Change ───────────────────────────────────────────────────────────── Total Contract Value $4,250,000 +12% YoY Average Customer Value $17,137 +8% YoY Monthly Recurring Rev. $354,167 +15% YoY Lifetime Value (Avg) $52,500 +10% YoY CUSTOMER HEALTH DISTRIBUTION ─────────────────────────────────────────────────────────────────── Score Range Count % Status ───────────────────────────────────────────────────────────── 90-100 85 35% 🟢 Healthy - Advocates 70-89 98 40% 🟢 Healthy - Engaged 50-69 47 19% 🟡 Needs Attention Below 50 18 7% 🔴 At Risk RECENT ACTIVITY SUMMARY ─────────────────────────────────────────────────────────────────── This Week: • Customer Meetings: 12 • Support Tickets: 28 (24 resolved) • NPS Responses: 15 (Avg: 8.2) • Contract Renewals: 3 ($125,000) • Upsells Closed: 2 ($45,000) TOP CUSTOMERS BY VALUE ─────────────────────────────────────────────────────────────────── Rank Customer Contract Value Health Renewal ───────────────────────────────────────────────────────────── 1 TechCorp Industries $185,000 92 🟢 Mar 2025 2 GlobalRetail Inc. $145,000 88 🟢 Jun 2025 3 FinanceFirst Bank $125,000 75 🟢 Apr 2025 4 HealthPlus Medical $115,000 62 🟡 Feb 2025 5 ManufactureCo $98,000 85 🟢 Jul 2025
Customer CRM Database Template
One-time purchase • Instant download
Complete Template Includes:
- 6 comprehensive worksheets for complete CRM management
- Interactive dashboard with health scores and metrics
- Complete customer directory with contact details
- Interaction history tracking with all touchpoints
- Health scoring with weighted components
- Task and follow-up management system
- Customer segmentation and analytics
- Renewal and retention tracking
- Customizable for any business model
- Free to download and use
30-day money-back guarantee
"This CRM template gave us complete visibility into our customer relationships. The health scoring helps us proactively identify at-risk accounts, and we've improved retention by 8% since implementing it. It's like having a full CRM without the cost."
Why Choose the Customer CRM Database Template?
Our Customer CRM Database Template has been developed by industry experts with over 10 years of experience in sales & marketing. This comprehensive template provides everything you need to implement professional-grade solutions in your organization.
Key Benefits
- Save 20+ hours of development time
- Ensure compliance with industry standards
- Implement best practices from day one
- Scale with your business growth
Who This Template Is For
This template is perfect for businesses of all sizes looking to streamline their sales & marketing processes. Whether you're a startup establishing initial procedures or an enterprise updating existing systems, our template provides the flexibility and comprehensiveness you need.