What's inside the customer CRM tracker
- Customer List
- Customer Profile
- Contact Log
- Follow Up List
- Customer Feedback
- Loyalty Tracker
- Notes
See every page
All 11 pages of the US Letter version, exactly as they print. Tap a page to see it larger.
- 1. Cover
- 2. This Tracker Belongs To
- 3. Contents
- 4. Customer List
- 5. Customer Profile
- 6. Contact Log
- 7. Follow Up List
- 8. Customer Feedback
- 9. Loyalty Tracker
- 10. Notes
- 11. Thank you page
Who this customer CRM tracker is for
This tracker is for small business owners, sales staff and service providers who want stronger customer relationships without complex software. It suits shops, salons, freelancers and makers with repeat customers. Remembering names, preferences and important dates makes customers feel valued and keeps them coming back. It also suits businesses that sell in person and want to remember regulars by name.
How to use your customer CRM tracker
List customers on the customers page and create a full profile for your best clients, including preferences and purchase history. Record contact moments, such as calls and emails, on the contacts page. Set reminders for follow-ups, birthdays and renewals. Note feedback and how you responded. Track loyalty rewards so regulars are thanked properly, and review the tracker weekly to see who you should reach out to. Even a few minutes a week can strengthen relationships.
Formats included
A4 PDF
For printing in most of the world (210 × 297 mm).
US Letter PDF
For printing in the US and Canada (8.5 × 11 in).
Digital PDF
Hyperlinked tabs for tablets and PDF annotation apps.
Ready to start?
Free downloadCustomer CRM Tracker questions
What is a CRM?
Customer relationship management: a way to keep track of customers and contact with them. Other pages in the 11-page customer CRM tracker include "Customer List", "Customer Profile" and "Contact Log", so related notes stay together. Download it free, print only the pages you need and add more copies of any page later.
Can I set follow-up reminders?
Yes. There is a reminders page. Look for the "Follow Up List" page in the 11-page customer CRM tracker. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet.
Does it track loyalty rewards?
Yes. Look for the "Loyalty Tracker" page in the 11-page customer CRM tracker. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet. Every page is undated, so you can start any day and reprint a page whenever it fills up.
Is the Customer CRM Tracker really free?
Yes, the Customer CRM Tracker is completely free for personal use. Download the 11-page PDF without an account or email address, print it at home as often as you like and share the page link with friends. FolarraStudio is free to use. In the future, a few clearly labeled ads may help keep it free.
What size is the Customer CRM Tracker?
The Customer CRM Tracker comes in A4 (210 x 297 mm) and US Letter (8.5 x 11 inches), plus a hyperlinked digital PDF for tablets. Choose the file that matches the paper in your printer and print at Actual size or 100%, so nothing is cut off. Both paper sizes have the same 11 pages.
