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Customer Contact List — the first rows of the actual spreadsheet
Customer Contact List
The opening rows of the file you get — sample data included, not a mock-up.

Sales template

Customer Contact List

Full names build themselves, with days since last contact so nobody goes cold.

$7one payment, yours to keep
  • ✓Instant download
  • ✓Every later version free
  • ✓Commercial use
  • ✓No signup, no watermark
17
live formulas, each one recalculated and checked
8
columns: First name, Last name, Full name, Company, Email, Phone, Last contacted, Days since
5
figures worked out for you

A small team keeping customer details straight · Businesses without a CRM — usually looking for this when customer details live in four people’s phones.

Need more than one? All 9 Sales templates for $39 — $131 bought separately. All 66 for $99.

Works in Excel 2013 and later, Microsoft 365, Google Sheets and LibreOffice Calc. Set up to print on one page wide. Version 1, updated 25 September 2026.

There are free templates. Why this one?

There are, and some are fine. The difference is what has been checked. This file was built from scratch, then every formula in it was recalculated by a separate checker that compares each result against an independently worked-out answer — 17 of them here. A template that looks right and totals wrong is worse than no template at all, and that is the usual failing of one downloaded from a search result.

It also opens with sample rows already filled in, so you can see every formula working before you touch it, and it is set up to print without fighting the page setup. No email wall, no signup, no watermark, and you can use it commercially.

About this Customer Contact List template

Customers go quiet when nobody notices how long it has been. This Excel customer contact list keeps each person's name, company, email, phone and the date they were last contacted, builds their full name automatically and counts the days since you were last in touch.

The coverage summary shows total contacts, how many have not been contacted in 30 or 60 days, the number of distinct companies and the longest gap.

Good for

  • →Small businesses keeping in touch with customers
  • →Account managers planning who to call this week
  • →A tidy contact list before moving to a CRM

What it works out for you

Coverage

  • →Contacts
  • →Not contacted in 30+ days
  • →Not contacted in 60+ days
  • →Distinct companies
  • →Longest gap (days)

What is inside the Customer Contact List template

The table has 8 columns. Calculated columns fill themselves in; the rest are yours to type over.

  • →First name
  • →Last name
  • →Full name
  • →Company
  • →Email
  • →Phone
  • →Last contacted
  • →Days since

How to use the Customer Contact List in Excel

One row per person — never two people in one cell. Days since last contact updates every time you open the file.

The file opens with sample rows so you can see every formula working before you change anything. Type your own figures over them. When you need more rows, insert them inside the existing block rather than underneath it, so the totals keep covering every row.

Functions and formulas it uses

Every one of these exists in Excel, Google Sheets and LibreOffice, so the file behaves the same wherever you open it.

COUNTACOUNTIFIFERRORMAXSUMPRODUCTTODAYTRIM

Questions about the Customer Contact List

How are days since last contact worked out?

Today's date minus the last contacted date, so it is up to date whenever you open the file.

Why one person per row?

Sorting, filtering and counting only work when each row is one person. Two people in one cell cannot be counted or sorted properly.

Is it OK to keep customer details in a spreadsheet?

Store the file somewhere access-controlled and keep only what you need. Contact details are personal data under UK GDPR.

What you get with the Customer Contact List

  • ✓17 formulas, every one recalculated and checked
  • ✓Opens with sample rows already filled in
  • ✓Excel, Google Sheets and LibreOffice Calc
  • ✓Set up to print on one page wide
  • ✓Commercial use, no attribution needed
  • ✓Every later version included free

Get the Customer Contact List for $7

One payment. The file downloads straight away, and every later version of it is yours at no extra cost.

Buying a few? All 9 Sales templates for $39, or all 66 for $99.

More sales templates

See all Sales →