Customers often do not disappear because the product is bad. They disappear because the store has no simple system for remembering what each customer bought, what was discussed, and when to follow up. This CRM spreadsheet is designed for online stores that want a practical customer system without setting up a full CRM platform.
What is included
- Dashboard: total customers, total sales, average order value, VIP customers, follow-ups due, and inactive customers
- Customers: a central customer database with contact details, main channel, source, interests, consent, preferred contact method, owner, and notes
- Orders: purchase history with channel, product/category, quantity, discount, net sales, payment status, and fulfillment status
- Interactions: a follow-up log for chats, calls, coupon messages, outcomes, next actions, and next follow-up dates
- Lists and Guide: ready-made dropdowns and a quick guide so the team can start entering data consistently
Why it matters
- Identify high-value customers without guessing
- Bring old customers back before they go cold
- See which channels actually generate sales
- Keep customer context in one place instead of scattered chats
- Plan better promotions using LTV, AOV, order count, and product interests