Relationship context
Keep the current stage and history visible.
Original editable file
CRM workbook
Use an editable customer relationship workbook for a small pipeline. Organize companies, relationship stages, recent interactions and next steps in WPS Spreadsheets. Download the original editable starter to work through the example.
Download WPS OfficeFor Windows · WPS Office app
Original English XLSX starter included. Edit in WPS Spreadsheets; advanced features vary by version and platform.
See how it works
An editable starting pointSpreadsheets
Original editable file
Download the starter file
Original crm workbook example with task instructions and editable inputs.
This editable sample is in English. Open it in WPS Office and replace the example content with your own. The starter file is separate from the WPS app download.
About this workflow
Keep relationship history and next actions together
Use WPS Spreadsheets to work on the file, review the details and save the result in a suitable format.
Owned next steps
Assign responsibility for follow-up.
A manageable local record
Start with the fields your process actually uses.
Using WPS Office
How to get started
Install WPS Office, then follow these steps in the app. This webpage does not edit or convert your files.
Choose the relationship stagesUse clear definitions for your team.
File formats
XLSXPDF
Edit in WPS Office. Save a copy to share.WPS Office
Documents, spreadsheets, presentations and PDFs
Work with your everyday office files in one app. Keep an editable source file and choose the sharing format your audience needs.
Explore this WPS capabilityWWPS WriterDocuments and drafts
SWPS SpreadsheetsNumbers and plans
PWPS PresentationSlides and stories
PDFPDFReview and sharing
Help and information
Frequently asked questions
This page downloads WPS Office. Features vary by platform, version and plan.
What should I check when using this crm workbook?
This workbook has no email automation, access-management system or live CRM synchronization.
What does the starter include?
An original XLSX example with company, relationship stage, owner, last interaction, next action, fictional records and task instructions. Replace the example inputs with your own verified information.
Where does editing happen?
Open the downloaded file in WPS Spreadsheets. This page does not upload or process your workbook. Keep an original copy, inspect formulas and save the reviewed result in the format your workflow needs.
What happens when I select the download button?
On Windows or macOS, WPS starts the app download. On Linux, copy the installation command or choose a manual package. On iPhone, iPad, Android or Chromebook, continue to the appropriate app store. This page does not upload, convert or edit your files.
Start with WPS Office
Download WPS Office
Download WPS OfficeGet WPS Office for Windows.
Original English XLSX starter included. Edit in WPS Spreadsheets; advanced features vary by version and platform.