Keep customers in one place
Stop scattering customer details across chats, notebooks, receipts, DMs and old orders.
Free business template
Customer List
Template
A customer should be more than a name in an old receipt.
Organise customer details, purchase activity, repeat customers, contact preferences and customer status in one clear view. Use this free Customer List Template to stop rebuilding customer history from chats, notebooks, receipts and old orders.
Free to use. No sign up required.
Customer List
Your Business Name · September 2026
| Customer ID | Name | Phone | Orders | Total Spend | Last Purchase | Status |
|---|---|---|---|---|---|---|
| C-001 | Amina W. | 0712 345... | 8 | 31,400 | 2026-09-21 | Active |
| C-002 | Brian K. | 0723 456... | 1 | 2,850 | 2026-09-18 | New |
| C-003 | Carol N. | 0701 222... | 5 | 18,600 | 2026-07-14 | Inactive |
| C-004 | David O. | 0798 111... | 12 | 46,200 | 2026-09-23 | Active |
| C-005 | Esther M. | 0710 999... | 3 | 9,750 | 2026-08-29 | Active |
Total Customers248
Repeat Customers86
Inactive31
See who comes back
Track purchase activity so repeat customers stop looking identical to one-time buyers.
Spot valuable relationships
Use order count and total spend to identify customers contributing more to the business.
Catch customers going quiet
Use last purchase dates to notice when customers stop buying before they disappear completely.
Respect contact preferences
Keep preferred channels and marketing consent visible before you follow up.
Your customer list is a business asset. Treat it like one.
The template gives you a simple structure for keeping the relationship, contact and purchase information you need in one place.
Customer IDs and contact details
First and last purchase dates
Order count tracking
Total customer spend
Customer type and status
Preferred contact channel
Marketing consent
Notes and example entries
Simple customer summaries
Choose one format that works for you.
Google SheetsUse it online
Keep your customer list online, update records from different devices and share access with the right people in your business.
We’ll add the live Google Sheets link when it is shared.Microsoft ExcelDownload the spreadsheet
Download the Customer List Template, work offline and keep the file alongside the rest of your business records.
Download Excel (.xlsx)The Excel file includes example rows, summary formulas and fields for consent and contact preferences.How to use your Customer List Template
Start with the customer information you already have, then keep the record current when the relationship changes.
Add each customer once
Give each customer a unique ID and add the basic contact information your business actually needs.
| Customer Record | Value |
|---|---|
| Customer ID | C-001 |
| Name | Amina W. |
| Phone | 0712 345... |
Update purchase activity
When the customer buys again, update the last purchase date, order count and total spend.
| Purchase Activity | Value |
|---|---|
| Last Purchase | 2026-09-21 |
| Orders | 8 |
| Total Spend | 31,400 |
Classify the relationship
Use customer type and status to distinguish new customers, active repeat buyers and customers who have gone quiet.
| Customer Status | Value |
|---|---|
| Type | Repeat |
| Status | Active |
| Contact |
Review who needs attention
Look at last purchase dates, repeat orders and total spend to decide which customer relationships deserve a closer look.
| Customer Summary | Value |
|---|---|
| Total Customers | 248 |
| Repeat Customers | 86 |
| Inactive | 31 |
Useful for
Built for businesses that want customers to come back.
Retail shops
Keep repeat customer information organised without relying on staff memory or old receipts.
Online and social sellers
Move customer information out of WhatsApp, Instagram and TikTok conversations into one cleaner record.
Service businesses
Track customer relationships, contact preferences and repeat business without building a complicated CRM.
Growing businesses
Build a cleaner customer record before more sales, staff and channels make scattered information expensive.
Customer records are more useful when they tell a story.
A customer list is more than a contact directory. It helps you see when a relationship started, what the customer has bought, how often they return and when the relationship may be going quiet.
Who bought, who came back and who needs a thoughtful follow-up?
Keep the record useful and proportionate. Collect information that supports the relationship, respect contact preferences and use consent fields carefully when you plan to market to customers.
Frequently asked questions
Is this Customer List Template free?
Yes. The Customer List Template is free to use. The Excel file is available now, and the Google Sheets action is still being prepared.
What is a customer list template?
A customer list template is a structured spreadsheet used to keep important customer information in one place. It can include contact details, customer IDs, purchase information, customer status and notes.
What information should I include in a customer list?
Track only what your business actually needs. Common fields include customer name, customer ID, phone number, email address, location, first purchase date, last purchase date, order count, status and notes.
Can I use the template to track repeat customers?
Yes. By recording first purchase dates, last purchase dates and order count, you can start identifying customers who purchase repeatedly. Connecting customer records directly to sales makes this easier to maintain as you grow.
Is a customer list the same as a CRM?
No. A customer list mainly stores and organises customer information. A CRM can connect customer records with sales activity, communication, follow-ups, segmentation and other relationship tools.
Can I use this template for an online business?
Yes. It can help online stores, Instagram sellers, TikTok sellers, WhatsApp businesses and other businesses that deal with customers remotely keep a cleaner customer record.
Can I use the customer list for marketing?
Only where you have an appropriate basis to contact the customer and follow relevant privacy and marketing requirements. Record consent and preferred contact methods clearly before sending marketing messages.
When should I stop using a spreadsheet?
A spreadsheet becomes limiting when duplicate records, manual updates and reconstructing customer history take more effort than the visibility they provide. That is a good time to connect customer records directly to sales and operations.