Offline business record

Call Log Template

Record incoming and outgoing business calls, their outcome, owner and any follow-up. The Excel workbook flags open follow-ups against an editable as-of date. Word and PDF forms are for a blank daily log; this is not CRM software.

Download call log files

Download Excel call logCall Log, Follow-Ups, Summary and Instructions Download editable Word call logBlank one-page sheet Download Letter call log PDFBlank printable Download A4 call log PDFBlank printable

Workbook preview

Actual Call Log Summary worksheet with as-of date and counts of overdue, due-today and upcoming follow-ups.

The sample entries are fictional. Replace them inside your own downloaded copy.

Follow-up rules

A call is classified for follow-up only when Follow-Up Required is Yes and status remains Open or Follow-Up. A date before the as-of date is overdue; equal is due today; later is upcoming. A blank date is not overdue. Complete and No Further Action are excluded.

Privacy and limitations

There is no online call-entry or phone-number submission form. Call details stay in the downloaded file you edit. Decide your own retention and confidentiality practices. This template does not dial calls, integrate with a phone system or send reminders.