CRM Log
Tracks all customer interactions, including calls, emails, and texts
By
AnyDB
The CRM Log template in AnyDB is designed to track all customer interactions—calls, emails, texts, meetings, and more—between a company and its contacts. It acts as the communication timeline in the broader CRM system, directly linking to CRM Company and Contact records. This template is essential for sales, support, and customer success teams to maintain context and follow up effectively.
Suitable for
Description
Each record in the CRM Log captures a single interaction with fields for interaction type, direction (incoming or outgoing), contact and company references, date/time, subject, duration, follow-up requirements, and notes. It includes dynamic badges for interaction type, follow-up status, and follow-up date/time, which provide visual tracking and prioritization.
The log can also accommodate file attachments such as call transcripts, screenshots, or email threads. It is formatted for easy scanning, with dropdowns and date/time pickers to streamline data entry and standardize inputs.
Key Data Stored
- Interaction Type – Call, Email, Text, Meeting, or Other (dropdown)
- Interaction Direction – Incoming or Outgoing (dropdown)
- Interaction Date and Time
- Subject Line – Descriptive label for the interaction
- Duration (Hours) – Time spent on the interaction (optional)
- Contact Link – Reference to a person from the CRM Contact template
- Company Link – Reference to an associated CRM Company
- Follow-Up Required – Yes/No dropdown to trigger future reminders
- Follow-Up Task and Date – Notes and datetime for scheduling follow-up actions
- Notes – Detailed free-form field for interaction summary or action items
- Attachments – Up to 4 supporting files can be added (e.g., meeting minutes, screenshots)
Business Use Cases
- Sales Outreach Logging – Track all touchpoints in the sales funnel
- Support Escalation History – Maintain visibility into conversations leading to issue resolution
- Customer Success Management – Enable proactive follow-ups and engagement planning
- Cross-Team Handoffs – Ensure everyone from sales to support has full context on previous communication
- Audit and Compliance – Document communication history for regulated industries
Why This Template is Powerful
- Centralized Interaction History – Consolidates every customer touchpoint in one place
- Follow-Up Enablement – Triggers next steps based on interaction and status
- Fully Integrated with CRM – Links directly to CRM Contact and Company templates
- Visual Cues for Urgency – Badges and dropdowns highlight follow-up needs and priorities
- Attachment Support – Enables rich context through supplementary documents
This CRM Log template ensures teams never lose track of a conversation, offering full context and actionable follow-up for every customer interaction—an essential link in the AnyDB CRM ecosystem.