Client CRM Planning Template
A free, editable template in Word and PDF for planning a client CRM: relationships, contacts, opportunities, projects, follow-ups and ownership.
Free ยท Word and PDF files
Specifications
| Brand | Stelaah |
|---|---|
| Category | Workbooks and printables |
| Format | Word and PDF files |
| Price | Free |
| Files | Stelaah Client CRM Planning Template.zip (3 KB) |
| Works with | The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly. |
| Licence | Use it yourself and in your own business, including work for your clients. Please do not share or resell the files. |
| Language | English |
| Includes | 12 checklist items, 2 file formats |
An editable CRM planning template for relationships, contacts, opportunities, projects, follow-ups, finance context, permissions, and ownership.
The checklist. Relationship model: Define organization and person records, stable identifiers, sources, duplicates, and relationship ownership; Name the lifecycle stages and the evidence required to enter or leave each stage; Separate the durable client relationship from individual opportunities and projects. Working records: Connect opportunities, proposals, agreements, projects, requests, files, decisions, and follow-ups; Define the source of truth for contact details, communication, documents, and financial status; Preserve original source identifiers for imports and integrations. Roles and access: Name relationship, sales, delivery, finance, approval, observer, and administration roles; Define which records and actions each role can access; Plan reassignment, delegation, deactivated-owner handling, and owner fallback. Review and retention: Define pipeline, relationship health, follow-up, renewal, and inactive-client reviews; Record corrections and merges without losing history; Plan export, retention, archive, restoration, and deletion boundaries.
Treat this as a starting point, not automatic authority. Adapt roles, approvals, legal, tax, accounting, security, privacy, and professional requirements to the actual organization and jurisdiction. Record who reviewed material changes.
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See inside
What's inside
2 formats in one download: Word and PDF.
| Section | Pages or size |
|---|---|
| Relationship model | 3 checks |
| Working records | 3 checks |
| Roles and access | 3 checks |
| Review and retention | 3 checks |
Who it's for
- Small businesses setting up a CRM
- Agencies
- Consultants
You may be looking for
- CRM planning template
- client relationship management plan
- CRM setup checklist
Works with
The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly.
Questions
- Which apps does it work with?
- The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly.
- Is it really free?
- Yes. Add your name and email once and every free Stelaah download opens on this browser. No account is needed.
- What do I download?
- Stelaah Client CRM Planning Template.zip (3 KB).
- Can I share or resell it?
- Use it yourself and in your own business, including work for your clients. Please do not share or resell the files.