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How To Build A Simple CRM In WPS Spreadsheet | Create A Customer Management System With WPS | Easy CRM Setup Using WPS Spreadsheets

โดย : Alejandro เมื่อวันที่ : อังคาร ที่ 13 เดือน มกราคม พ.ศ.2569

Create a Customer Relationship Management System with <a href="https://www.wps-wp.com/">wps office__</a> is a practical way for small businesses or individuals to manage customer relationships without investing in expensive software. WPS Sheets is compatible with Excel files and offers many similar features, providing all the tools needed to create a functional customer relationship management system. Start by opening a new blank spreadsheet and setting up clear column headers that represent the key data points you want to track. Common fields include Contact Name, Business Name, Email, Phone Number, First Contact Date, Last Interaction, Relationship Stage, Additional Notes, and Sales Pipeline Stage. These columns will form the backbone of your CRM and allow you to organize and retrieve information efficiently. Once your headers are in place, begin entering customer data row by row. Make sure each customer has their own row and that all information is entered consistently. For example, use the same date format throughout, such as YYYY, and avoid abbreviations in the Sales Status or Sales Stage columns. To improve usability, you can use data validation to create dropdown menus for fields like Customer Status or Sales Stage. Select the cells in the Customer Status column, go to the Data Tools, choose Validation, and set the Allow option to Dropdown. Then enter options like New, Reached Out, Offer Made, In Talks, Won, Declined in the Source field field. This ensures uniformity and reduces data entry errors. To make your CRM more dynamic, consider using conditional formatting to highlight important entries. For instance, you can apply a red fill to customers whose last contact was more than 30 days ago, signaling that they need follow-up. Select the range of cells in the Contact Date column, go to Conditional Formatting, choose New Rule, then Use a Formula, and enter a formula like =TODAY()-A2>=31 assuming your dates start in cell A2. This will visually alert you to overdue follow-ups without manual checking. You can also use formulas to automate calculations. For example, add a column called Days Since Last Interaction and use the formula =TODAY()-C2 to calculate how many days have passed since the last interaction. This helps prioritize which customers to reach out to next. If you want to track how many customers are in each sales stage, use the SUMIF function. For example, =COUNTIF(E:E,"Closed Won") will give you the total number of closed sales. Filtering records are essential for managing your data. Enable filters by selecting the header row and clicking the Data Filter under the Data menu. This allows you to quickly sort customers by company or last contact date. You can also filter to show only customers in the Active Pipeline or those from a particular business. <img src="https://www.wpsrun.com/wp-content/uploads/2024/12/wps_Logo.png" alt="WPSu65e0u7f51u7edcu72b6u6001u4e0bu4f7fu7528u6307u5357uff1au6587u5b57u5904u7406u548cu8868u683cu529fu80fdu8be6u89e3 - WPS Office_wpsu5b98u7f51_wpsu4e0bu8f7d" style="max-width:440px;float:left;padding:10px 10px 10px 0px;border:0px;"> For reporting, create a separate sheet in the same workbook labeled Dashboard. Here, use summary formulas to pull key metrics from your main data sheet. For example, use COUNTA to count number of clients, AGGREGATE to calculate total revenue from converted leads, and MEAN to find the mean conversion period. You can also insert simple charts like pie charts for deal status overview or column charts for monthly customer acquisition, making your data easier to interpret at a glance. Finally, protect your data by setting a passcode on the workbook or locking specific cells to prevent accidental changes. Go to Protection, select Protect Sheet, and choose which actions users can perform. Always back up your file regularly by saving a copy to an hard drive or Google Drive. Keep your CRM updated by assigning someone to maintain entries every 7 days. With this setup, your WPS Spreadsheet CRM becomes a reliable, low-cost tool for nurturing customer relationships, logging activity, and driving business growth. 

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