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Instantly Download Customer Templates, Samples & Examples in Adobe PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Adobe Photoshop (PSD), Google Docs, Adobe InDesign (INDD & IDML). Client/Customer Sheet Template. Emergency Contact Information Form This information will be extremely important in the event of an accident or medical emergency. Keep your counseling client information up to date with this easily fillable counseling client information form. The mobile-friendly credit card payment form securely collects customer information such as cardholder name, billing address, phone number, card type, and expiration date. The CRM template provides a starting point for people looking for a spreadsheet-based CRM solution. Usefulness of client information sheet template. Customer log templates aren’t just used to register details of a complaint call. 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