Customer Management for Services

Customer Management Made Easy with Our Excel Template

€10,00

Streamline your customer management processes with our flexible template. Track customer information, cases, tasks, and financials in one centralized location.

Key Features

  • Comprehensive Tracking: Record customer details, fees, payment terms, and invoices.
  • Customization: Easily tailor the template to fit your specific needs.
  • Versatility: Ideal for small service-based businesses, including consultants, lawyers, and marketing agencies.

What's Included:

  • Sample Template: See how the template works with our pre-populated sample data.
  • Blank Template: Start from scratch and input your own customer information.

Important Notes:

  • Microsoft 365 Compatibility: For optimal functionality, we recommend using Microsoft 365.
  • No VBA or Macros: Our template relies on Pivot Tables and advanced formulas for efficient data analysis.

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Description

This spreadsheet template is a customer management system for freelancers, solopreneurs and small offices, mainly in the services industry. It is very useful especially to lawyers, engineers, digital agencies and so on. What does it do?
It keeps record of your customers and their respective cases/projects. Monitors the evolution of each case and manages collections of your receivables. Provides an overview of each individual customer. Tracks overdue amounts of your customers.

 

View it in action



How to Use This Template

  • Instructions Sheet: Find detailed instructions on how to use the template in the first sheet.
  • Unlocked and Editable: While some worksheets may be initially protected, you can easily unprotect them for customization. No password required.
  • Microsoft 365 Compatibility: Designed for Microsoft 365 for optimal functionality.
  • Hidden Elements: The template features a polished appearance with hidden sheet tabs, headers, and gridlines. You can unhide these elements if desired.
  • Backup Recommendation: Always keep a backup of the blank template for easy reuse or recovery in case of accidental modifications.

Important Note:

This template is intended for personal use only and may not be distributed, sold, or shared publicly.