Stay on top of every customer relationship with a centralized system that tracks account health, engagement levels, and interaction history. This CRM template helps teams monitor customer lifecycle stages—from onboarding to renewal—ensuring no account falls through the cracks and every touchpoint drives value.
• Customer Health Dashboard: View engagement levels, sentiment, and priority status at a glance to identify accounts that need immediate attention
• Interaction Log: Document every call, meeting, and email with outcomes and follow-up requirements to maintain consistent communication
• Account Intelligence: Track owner assignments, account value, industry details, and next check-in dates across your entire portfolio
• Lifecycle Stages: Monitor customers through active, renewal, expansion, and onboarding phases for targeted relationship strategies
• Proactively address concerns before they escalate by tracking sentiment and engagement trends
• Align team efforts with clear visibility into who owns each account and what actions are pending
• Maximize retention and growth opportunities by identifying expansion-ready accounts and renewal risks
Update interaction outcomes after each customer touchpoint and set follow-up dates to stay organized. Customize columns to match your team's workflow, and filter by priority or stage to focus daily efforts where they matter most.
Work
