{"product_id":"e-commerce-customer-crm-retention-tracker","title":"E-commerce Customer CRM \u0026 Retention Tracker — Excel Template","description":"\u003ch2\u003eUnderstand Your Customers. Build Better Retention.\u003c\/h2\u003e\n\n\u003cp\u003e\n\u003cstrong\u003eE-commerce Customer CRM \u0026amp; Retention Tracker\u003c\/strong\u003e is a practical Excel workbook designed to help online sellers organize customer information, track purchase history, and understand customer retention and repeat-purchase activity.\n\u003c\/p\u003e\n\n\u003cp\u003e\nKeep customer details, orders, purchase frequency, total spending, last purchase dates, and customer segments organized in one structured workbook.\n\u003c\/p\u003e\n\n\u003ch3\u003eWhat You Can Track\u003c\/h3\u003e\n\n\u003cul\u003e\n  \u003cli\u003eCustomer information\u003c\/li\u003e\n  \u003cli\u003eCustomer IDs\u003c\/li\u003e\n  \u003cli\u003eContact information\u003c\/li\u003e\n  \u003cli\u003eOrder history\u003c\/li\u003e\n  \u003cli\u003eOrder dates\u003c\/li\u003e\n  \u003cli\u003eTotal orders\u003c\/li\u003e\n  \u003cli\u003eTotal customer spend\u003c\/li\u003e\n  \u003cli\u003eAverage order value\u003c\/li\u003e\n  \u003cli\u003eFirst and last purchase dates\u003c\/li\u003e\n  \u003cli\u003eRepeat purchase activity\u003c\/li\u003e\n  \u003cli\u003eCustomer status\u003c\/li\u003e\n  \u003cli\u003eCustomer segments\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUnderstand Customer Retention\u003c\/h3\u003e\n\n\u003cp\u003e\nAcquiring a new customer is only part of running an e-commerce business. Understanding who your customers are, how often they purchase, and how much they spend can help you identify opportunities for stronger customer relationships.\n\u003c\/p\u003e\n\n\u003cp\u003e\nUse this tracker to organize customer and order information and create a clearer view of your customer base.\n\u003c\/p\u003e\n\n\u003ch3\u003ePerfect For\u003c\/h3\u003e\n\n\u003cul\u003e\n  \u003cli\u003eShopify store owners\u003c\/li\u003e\n  \u003cli\u003eEtsy sellers\u003c\/li\u003e\n  \u003cli\u003eAmazon sellers\u003c\/li\u003e\n  \u003cli\u003eWooCommerce businesses\u003c\/li\u003e\n  \u003cli\u003eOnline retailers\u003c\/li\u003e\n  \u003cli\u003eDropshipping businesses\u003c\/li\u003e\n  \u003cli\u003eSolo e-commerce operators\u003c\/li\u003e\n  \u003cli\u003eSmall e-commerce teams\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eHow It Works\u003c\/h3\u003e\n\n\u003col\u003e\n  \u003cli\u003eAdd your customer information.\u003c\/li\u003e\n  \u003cli\u003eRecord customer orders and purchase dates.\u003c\/li\u003e\n  \u003cli\u003eTrack order values and purchase activity.\u003c\/li\u003e\n  \u003cli\u003eReview customer purchase frequency and spending.\u003c\/li\u003e\n  \u003cli\u003eUse customer segments to identify different customer groups.\u003c\/li\u003e\n  \u003cli\u003eReview retention-related metrics to understand your customer base.\u003c\/li\u003e\n\u003c\/ol\u003e\n\n\u003ch3\u003eKey Features\u003c\/h3\u003e\n\n\u003cul\u003e\n  \u003cli\u003eCustomer database\u003c\/li\u003e\n  \u003cli\u003eCustomer order history\u003c\/li\u003e\n  \u003cli\u003ePurchase frequency tracking\u003c\/li\u003e\n  \u003cli\u003eTotal customer value tracking\u003c\/li\u003e\n  \u003cli\u003eAverage order value calculations\u003c\/li\u003e\n  \u003cli\u003eFirst and last purchase tracking\u003c\/li\u003e\n  \u003cli\u003eCustomer segmentation\u003c\/li\u003e\n  \u003cli\u003eRetention analysis\u003c\/li\u003e\n  \u003cli\u003eAutomatic calculations\u003c\/li\u003e\n  \u003cli\u003eEasy-to-use Excel interface\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhat's Included\u003c\/h3\u003e\n\n\u003cul\u003e\n  \u003cli\u003eProfessional Excel customer CRM tracker\u003c\/li\u003e\n  \u003cli\u003eCustomer information worksheet\u003c\/li\u003e\n  \u003cli\u003eOrder and purchase history tracking\u003c\/li\u003e\n  \u003cli\u003eCustomer segmentation\u003c\/li\u003e\n  \u003cli\u003eRetention-related calculations\u003c\/li\u003e\n  \u003cli\u003eDigital product documentation\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eDigital Product\u003c\/h3\u003e\n\n\u003cp\u003e\n\u003cstrong\u003eNo physical product will be shipped.\u003c\/strong\u003e Your files are delivered digitally after purchase.\n\u003c\/p\u003e\n\n\u003ch3\u003eCompatibility\u003c\/h3\u003e\n\n\u003cp\u003e\n\u003cstrong\u003eMicrosoft Excel 2016 or newer\u003c\/strong\u003e is required. Microsoft 365 is recommended.\n\u003c\/p\u003e\n\n\u003cp\u003e\nNo macros are included.\n\u003c\/p\u003e\n\n\u003ch3\u003eImportant Information\u003c\/h3\u003e\n\n\u003cp\u003e\nThis spreadsheet is a customer organization and business analysis tool. It does not connect directly to Shopify, Amazon, Etsy, or WooCommerce. Customer and order information must be entered or imported manually.\n\u003c\/p\u003e\n\n\u003cp\u003e\nThe calculations and customer segments are based on the information entered into the workbook and should be used as business analysis indicators rather than guaranteed predictions of future customer behavior.\n\u003c\/p\u003e","brand":"PRACOVA","offers":[{"title":"Default Title","offer_id":44388773494862,"sku":"PRACOVA-ECRCT-010","price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0764\/0947\/1054\/files\/E-commerceCustomerCRMRetentionTracker.png?v=1790278603","url":"https:\/\/pracova.com\/products\/e-commerce-customer-crm-retention-tracker","provider":"Pracova","version":"1.0","type":"link"}