The Simple CRM is a light customer list for small sales or service teams. The Contacts tab holds each person and company, their status, owner, last contact and next follow-up date. The Activity tab logs every call, email, meeting or note. Rows turn red when a follow-up is overdue. The Dashboard shows contacts by status, overdue follow-ups and activity by type.

The file comes with sample data for twelve contacts and twelve activity entries, so you can see how it works. Make a copy, replace the sample rows with your own contacts, and the counts, highlighting and charts update on their own.