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Business
Simple CRM
One tidy place for customers, contact history and follow-ups.
Customers3 rows
| # | ACustomer | BContact | CEmail | DLast contact | ENext step | FTotal spent |
|---|---|---|---|---|---|---|
| 1 | Riverside Cafe | Amara Okafor | amara@riverside.co | 04 Sep | Send quote | 12,480 |
| 2 | Northgate Ltd | Tom Reilly | tom@northgate.uk | 18 Sep | Call back | 31,900 |
| 3 | Bellweather | Sam Patel | sam@bellweather.io | 22 Sep | Site visit | 2,150 |
What it tracks
- Customer details
- Last contact
- Follow-up date
- Lifetime spend
Included sheets
CustomersActivityDashboard
Key calculations
- Total spent per customer
- =SUMIFS(Activity!Amount,Activity!Customer,A2)
- Days since contact
- =TODAY()-D2