How to Build a Simple CRM in WPS Spreadsheet | Create a Customer Management System with WPS | Easy CRM Setup Using WPS Spreadsheets > 자유게시판

How to Build a Simple CRM System in WPS Spreadsheet is a practical way for small businesses or individuals to manage customer relationships without investing in expensive software. WPS Office Spreadsheet is compatible with Excel files and offers many similar features, providing all the tools needed to create a functional customer relationship management system. Start by opening a new blank spreadsheet and setting up clear column headers that represent the key data points you want to track. Common fields include Client Name, Company, Email, Phone Number, Date of First Contact, Most Recent Contact, Customer Status, Notes, and Sales Stage. These columns will form the backbone of your CRM and allow you to organize and retrieve information efficiently.

Once your headers are in place, begin entering customer data row by row. Make sure each customer has their own row and that all information is entered consistently. For example, use the same date format throughout, such as YYYY MM DD, and avoid abbreviations in the Sales Status or Sales Stage columns. To improve usability, you can use data validation to create dropdown menus for fields like Status or Deal Stage. Select the cells in the Status column, go to the Data menu, choose Data Validation, and set the Allow option to List. Then enter options like Lead, Contacted, Offer Made, In Talks, Closed Won, Closed Lost in the Options field. This ensures uniformity and reduces data entry errors.

To make your CRM more dynamic, consider using visual indicators to highlight important entries. For instance, you can apply a red background to customers whose no contact in over a month, signaling that they need follow-up. Select the range of cells in the Contact Date column, go to Style Rules, choose New Rule, then Formula-Based Rule, and enter a formula like =TODAY()-A2>=31 assuming your dates start in cell A2. This will visually alert you to overdue follow-ups without manual checking.

You can also use formulas to automate calculations. For example, add a column called Days Since Last Interaction and use the formula =TODAY()-B2 to calculate how many days have passed since the last interaction. This helps prioritize which customers to reach out to next. If you want to track how many customers are in each pipeline stage, use the SUMIF function. For example, =COUNTIF(E:E,"Won") will give you the total number of won deals.

Sorting data are essential for managing your data. Enable filters by selecting the column titles and clicking the Data Filter under the Data Tools. This allows you to quickly sort customers by status or last outreach. You can also filter to show only customers in the Negotiating stage or those from a particular business.

For reporting, create a separate sheet in the same workbook labeled Dashboard. Here, use summary formulas to pull key metrics from your main data sheet. For example, use TOTAL to count total customers, TOTAL to calculate total revenue from converted leads, and AVERAGEIF to find the mean conversion period. You can also insert simple charts like pie charts for sales stage distribution or column charts for new clients per month, making your data easier to interpret at a glance.

Finally, protect your data by setting a password on the workbook or locking specific cells to prevent accidental changes. Go to Security, select Lock Sheet, and choose which actions users can perform. Always back up your file regularly by saving a copy to an hard drive or cloud storage. Keep your CRM updated by assigning someone to update records weekly. With this setup, your WPS-based CRM becomes a reliable, low-cost tool for building client loyalty, logging activity, and driving business growth.