Client Contact List Template

Keep a record of your customers and their contact details with our client list template.
#clientlist
#clientcontactlist
#clientbooktemplate
#customerlist

Standardize client information efficiently

A growing business needs an effective way of managing client information. Our customizable template helps you collect, store, and manage your customer contact list as you build your customer base, send invoices, and track payments. 

Do these obstacles sound familiar?

  • There is no single location to store contact details for clients
  • Client contact information isn’t updated regularly
  • Team members can’t collaborate on client lists

Eliminate these issues with Wrike’s client contact list template.

  • Store and maintain customer information
  • Update client contact details easily and quickly
  • Collect accurate client information from various team members

Why you need this client list template

Inconsistent client details

Inconsistent client details

Our customer contact list template allows team members to fill in a customizable request form to collect critical client information.

Limited customer base

Limited customer base

Having an accurate client roster template helps develop and maintain your customer base. Use this template to see your client list grow alongside your business.

Missed or late payments

Missed or late payments

Wrike’s client book template can be used to track upcoming and delayed payments, as well as link in other business templates to streamline additional processes.

Quickly access client contact information

Quickly access client contact information

Quickly access client contact information

How to use the client list template in Wrike

The client list template in Wrike helps you collect the contact information you need, organize your client database, and update it quickly when necessary.

Wrike’s client list template includes powerful features. You can:

  • Input or collect client details with request forms 
  • Store and organize client contacts within folders 
  • Generate lists with customizable reports

Wrike’s client list template is easy to use. The template has three simple steps to get you started: 

Step 1: Customize your required fields

Each organization will have different client contact detail requirements. With our client list template, you will first determine the details you want to collect for each client, then add as many as you need. 

Step 2: Create your request form

Ensure your organization collects information consistently with the customizable request form in our client list template. Create drop-down menu options or blank fields for simple client contact information entry.

Step 3: Create client contact reports

When you need to contact a client, use the All Contacts or Primary Contacts report, which pulls contact details for that company and gives you the details you need immediately.

Make Wrike work for you

Want to know how else Wrike can help? Wrike’s powerful project management software can streamline your processes, improve progress, and unify your team in a single platform. Our powerful features include:

Wrike is designed to help you work in a way that suits your team. Each feature is highly customizable to meet the needs of any project, team, or organization. 

Resources for professional services teams

Guide

Discover how you can make your professional services business more efficient, productive, and profitable

ebook

Wondering how leading companies utilize automation to get ahead? Learn more with our eBook

case study

Find out how Umpqua Bank used Wrike to consolidate communication and enhance vendor visibility

Organize your client contact list with Wrike

Organize your client contact list with Wrike

Organize your client contact list with Wrike

FAQ