This article provides the most useful selection of free, easy-to-use call log templates in Excel, Word, Google Sheets, Google Docs, and PDF formats. Call log templates enable you to easily document client communication, and to track calls and activities for billing.
Included on this page, you’ll find many helpful call log templates, including a simple call log template, a sales call log template, and a patient call log template. You’ll also find tips for improving your call logging.
Ensure that any member of your team records all call-related details with this simple call log template. Enter the date, the start and end times of the call, the caller’s name, the contact number, any action items, and any additional comments.
Download this template for individual call log tracking, or save it as a standard template for all of your customer, client, or patient calls.
Download Simple Call Log Template
Provide sales team members with a much-needed tool to comprehensively record their sales-related phone calls with clients. Once a sales person completes the template, other team members can review that client-communication record in order to determine the most appropriate course of action pertaining to your sales goals. This all-inclusive, sales-specific call log template also includes space to record the client’s phone number, the date, the company, the duration of the call, and more.
Download Sales Call Log Template
Use this detailed, daily call log template as an all-in-one tracking system for daily calls with potential or existing customers, clients, or patients. Simply enter the date, the time, the caller’s name, the contact number, and information on the next action to be taken, so any team member can determine next steps. Use the streamlined layout of this daily call log template to keep day-to-day tabs on client interactions.
Download Daily Call Log Template
Track how your calls impact your business with this easy-to-fill business call log template. Columns include the date and time of the call, the person you called, the company name, and follow-up actions, as well as space for notes. Keep everyone in your business in the loop with this detail-rich, unique call log template.
Download Business Call Log Template
Use this patient-specific call log template to ensure that you and your staff capture correct patient and call-related information. Easily log any patient details you gather over the phone, as well as the time, the reason for the call, the recommendation, the action to take, and any additional notes.
Download Patient Call Log Template
Use this simple, print-friendly client log template to ensure that your client relationship management runs smoothly. Enter the time of the call, the client name, the company name, the reason for the call, the action to take, and more.
Download Printable Call Log Template
Designed specifically for customer service reps (CSRs), this comprehensive customer service call log template helps you record the important details of each customer call. Columns include the date and time of the call, the customer name, the department, the nature of the discussion, and the action to take. Once the form is complete, any team member can quickly gather the details of a customer call and decide what action to take.
Download Customer Service Call Log Template
Designed with simple and accurate client call record-keeping in mind, this template is the perfect solution for capturing all the pertinent details of your client calls. The client call log template includes columns for the time of the call, the client and company name, the reason for their call, and any action that your company should take.
For more on client call log templates, see “Free Client Call Log Templates.”
Download Client Call Log Form Template
Proactively record potential leads, customer details, and business partner information for every client or customer call with this comprehensive sample call log template. Enter the time of the call, the client or customer name, the duration of the call, the contact number, and next steps. Reference this call log template to determine the status of a sale or service and decide what CRM strategy to take.
Download Sample Call Log Template
With a call log template, you can be sure that your staff is accurately and adequately recording all client, customer, or patient call-related details in order to take the appropriate next steps.
Regardless of the level of detail you’re looking for in your call log template, be sure that the template you choose allows you to do the following:
Call log templates help you keep records of sales leads, customers, clients, patients, and business partners, so your team can stay abreast of any new, important call-related information. Below, you’ll find tips for improving your call logging.
Whether you’re in sales, customer service, academia, or a medical field, keep the following call logging tips in mind:
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