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Free Resource

Free CRM Template for Excel & Google Sheets

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We have designed this easy-to-use CRM template, or customer relationship management template, to help contractors track their leads, opportunities, and sales. Streamline your sales pipeline by using this free customer relationship management template to qualify leads and close sales.

The ConstructionOnline CRM template is fully customizable in Microsoft Excel or Google Sheets. It includes a lead tracker spreadsheet, a prospective sales spreadsheet, and a CRM dashboard.

Our client relationship management template includes completed samples for each of the CRM template features. It also includes empty sheets for filling out your CRM dashboard. The CRM sheets include columns for tracking sales reps, lead quality, contact details, and prospective sale value.

Why should I use CRM for construction?

CRM, or customer relationship management, is a system for managing customer data. It involves tracking leads, tracking sales, and communicating with customers. A CRM software organizes all these tools in one platform. This allows for easy collaboration between sales managers, customer service reps, and project managers.

For contractors, the successful completion of projects is essential for a successful construction business. Thus, a CRM system is best used with a project management system. This ensures that sales goals, strategic goals, and customer needs are all met.

A CRM software or CRM template improves your flow of sales by providing you lead management and sales management tools. It also improves your customer service by providing a central location to manage customer notes and lead data.

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What does the CRM Template include?

  • Lead tracking spreadsheet

  • Sales tracking spreadsheet

  • CRM dashboard

  • Chart breakdowns on the CRM sheet

  • Custom column fields

Who is a CRM Template for?

  • Sales Managers

  • Marketers

  • Project Managers

  • Business Administrators

  • Contractors

What is lead tracking?

Lead tracking is the process of managing and organizing prospective clients. These prospective clients, or “leads,” typically have one or more associated prospective projects, or “opportunities.” A lead tracking spreadsheet manages the leads and an associated sales tracking spreadsheet manages the opportunities.

While a lead tracking spreadsheet may look like a contact list, it provides sales managers with additional valuable lead data. Common fields that a lead tracker includes are lead status, lead quality, lead value, and lead open and close dates. A lead tracker also typically includes a sales funnel for tracking leads, organized into various stages. Example stages include Initial Communication, Presentation, and Negotiation.

A lead tracking spreadsheet may also include information on the related sales reps for each lead. This information is sometimes organized into its own sales rep tracking spreadsheet.

A CRM system or lead tracker can provide all these lead tracking tools.

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What are common features of a CRM system?

CRM systems come in a wide range of prices, sizes, and packages. They range from free CRM spreadsheets up to enterprise software plans costing tens of thousands of dollars per year. Clearly there is a variety of what a CRM system may include, but there are some common features across most systems.

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Deliverables and Constraints

Contact and company lists are at the core of any CRM system. A master list lumps every contact together. That list may be subdivided into lead, client, and former client lists.

Company lists primarily operate like contact lists for companies. However, they also function to organize your contacts together by which company they work for.

Sales Pipelines

A sales pipeline encompasses all the stages a contact goes through from first contact to a sale. Lead tracking spreadsheets, opportunity lists, email automations, and CRM analytics dashboards usually make up most of a sales pipeline. The provided CRM template focuses on sales pipeline management.

Communication Channels

Many CRM software platforms provide means of communicating with your clients and leads through the software itself. Some of these features are internal email systems, automated email and notification systems, and live chat systems.

Communication Logs

In addition to means of communication, CRM platforms often provide means of logging interactions with leads and clients. The system automatically records any emails and chats created within the platform. Communications completed outside the CRM system use email logs, call logs, and notes for keeping records

Meeting Calendars

Calendars, specifically for client and lead meetings, are often a staple in CRM systems. Such calendars provide means for your sales team to coordinate and keep up with all upcoming client interactions. Effectively managing phone calls and meetings is crucial to improving customer satisfaction.

How can you improve customer relationship management as a contractor?

Effective customer relationship management hinges on two things: organization and communication. A centralized system is good for managing your many contacts, and their many associated details, information, and sales. Likewise, effective communication, and records of that communication, need to be maintained alongside those contacts.

After the Covid pandemic, many businesses have turned to digital solutions. Contractors should consider doing the same. CRM templates, CRM software, and other digital construction tools provide a centralized location for organizing your customer data.

Typically these solutions are associated with sales and marketing efforts. However, good project management also requires a strong CRM strategy. To decide which system to use, determine what functions it needs to execute.

Decide if you need a lead tracker and sales pipeline, or simply a contacts list. Determine if your CRM system will be built into your project management software, or if it can be separate. Decisions like these provide the framework for effective customer relationship management.

Once you establish a framework, you need to execute your CRM strategy. Develop consistent conventions for creating and keeping customer records. Be diligent to keep those records up to date and accurate.

Most importantly, maintain consistent, clear communication with your leads and clients. This improves your brand and ensures a consistent flow of sales.

What CRM tools does ConstructionOnline offer?

ConstructionOnline is an all-in-one project management solution that includes a comprehensive CRM platform. In fact, many CRM steps are integrated into the intended project management workflow.

ConstructionOnline’s CRM tools include lead generation forms, a lead tracker, and a sales pipeline for tracking potential sales and preparing bids. Once you win the job, contact and company lists retain the collected sales lead data and can quickly convert into a project.

You can continue to manage your customer relationships through internal messaging, call logs, email tracking, and other communication tools. Then, whenever you have a repeat client, you will already have all their information documented.

For better customer relationship and project management, take your next steps with ConstructionOnline today.

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