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Download free client list templates in Microsoft Excel and Microsoft Word, Google Sheets, Google Docs, and PDF formats.
Download free, customizable client management and tracking templates in Word, Excel, Google Docs, Google Sheets, and PDF formats.
We’ve compiled the most useful free client information forms and templates for gathering client details. Find templates for general use, tax preparers, businesses, and counselors, as well as instructions for how to use these forms.
Track contact information, upload important documents, summarize client opportunities, measure the success of your client relationships, and stay organized so you never miss a client opportunity.
Download free, customizable contact information templates for Microsoft Excel and Word, PDF, and Google Sheets.
Download Simple Customer List Template — Microsoft Excel. Create a simple customer list database that serves as a reference and tracking sheet. This comprehensive template comes prefilled with sample headings on each column, such as customer identification number, company name, contact name and title, phone numbers, and billing address.
Creating a customer database in Microsoft Excel is fairly straightforward when you use a template. Gather the data you want to include, and then download a customer database template. We’ll walk you through the steps to complete it below.
SIMPLE CUSTOMER CONTACT LIST TEMPLATE. CUSTOMER ID. COMPANY NAME. CONTACT NAME. CONTACT TITLE. PHONE PHONE 2 EMAIL ADDRESS. MAILING ADDRESS.
Download free client intake forms and templates in Excel, Microsoft Word, Google Docs, and Adobe PDF formats.
Included on this page, you’ll find a B2B ideal customer profile template, a customer profile scorecard template, a customer profile presentation template, and more. Plus, find guidance on how to create a customer profile template.