Customer Info Sheet

Build your own CRM with our free Customer Info Sheet Template for Jotform Tables! This easy-to-use table template helps you make a list of prospective and current customers and store their contact information in an easily-accessible database. Your Customer Info Sheet will auto-populate each time a customer fills out your attached lead generation form, so you wont have to transfer contact information manually. Plus, you’ll be able to view your Customer Info Sheet from any device and share it with other teammates in just a few clicks.

Customize this Customer Info Sheet Template to work better for your business without coding. You can easily add new rows and columns to record additional information, split up submissions into separate tabs, or create color-coded tags to act as labels. Since submissions will automatically appear in your log, you can focus on reaching out to customers and closing deals instead of manually moving data between your accounts. With a custom Customer Info Sheet for your business, you can stay organized, manage leads more efficiently and improve your customer service!