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Customer Contact Spreadsheet

Free customer contact list — name, company, phone, email, status and the date you last spoke, with days since worked out. Excel, PDF and browser versions.

Download Free · no sign-up

2 pages. The A4 and US Letter files are laid out identically, so neither is shrunk to fit.

Print it and write on it

A4 57 kB US Letter 57 kB

Fillable PDF type and save

A4 308 kB US Letter 308 kB

Spreadsheet formulas included

Excel (.xlsx) 9 kB Fill in online

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

Fill it in online

The same sheet, on screen. Totals and figures are worked out as you type, rows can be added or removed, and you can print it or download the completed version as a PDF. Everything stays in your browser — your entries are kept in this browser's own storage on this device, nothing is uploaded, and there is no account.

Who this is for

A customer list that shows who has gone quiet. One row per customer with the contact details, a status, what they buy from you and the date of the last contact — and the days since that date count up on their own.

Small businesses, freelancers and tradespeople who keep customers in their head, their phone and three notebooks, and would like them in one place.

What this helps you track

Every customer's phone, email and address on one sheet
Who is active, who is a prospect and who has lapsed
How long it has been since you last spoke to each one
Who the customer is for — what they buy, how they found you

How to use it

Write the business and the date the list was last updated at the top.
Add one row per customer: name, company if any, phone, email, and how they came to you.
Set the status — active, prospect or lapsed — and record the date of the last contact.
The browser and workbook versions count the days since that date; sort by it to find who to ring.
Update the last contact date every time you speak, so the count stays honest.

Formats

Printable PDF (A4 and US Letter)
Fillable PDF with form fields
Fill in online, saved in your browser
Excel / Google Sheets workbook

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

How does 'days since' work on paper?

It does not — it is worked out in the browser and the workbook from today's date. The printed version has the column blank for you to write in or leave.

Can I keep personal data in this?

It is a customer list, so yes, but data protection rules where you are will say what you may keep, for how long and what you must tell people. Check them; this sheet has no opinion.

Is there a version for suppliers?

Use the same sheet with a different heading, or the supplier and vendor record on this site, which is laid out for account numbers and lead times.

Where does the data go?

In the browser version, nowhere — it stays in your browser's storage on this device. The workbook is a file on your computer.