客户档案管理表格

水印长廊客户档案管理表格

编号：______________日期________________最新修定时间________________填表人________________

客户个人资料

1. 姓名________昵称(小名) ________________工作行业__________________________________

2. 职位________________公司名称_____________________公司地址_______________________________

3. 收入情况______________________________配偶收入情况______________________________________

4. 家庭住址__________________________电话(手机) ________________ (住宅) ______________________

5. 车子型号________________车牌号________________QQ号________________微博号_______________

6. 出生年月日________________出生地________________籍贯________________五行________________

7. 身高________________体重________________体型_______________血型_________星座____________

8. 身体五官特征____________________________________________________________________________ 8 .客户性格描述____________________________________________________________________________

客户教育背景

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7. 高中名称与就读期间____________________高中爱好________________获奖记录__________________ 大学名称______________________所学专业____________________________毕业日期______________ 学位________________大学获奖纪录______________________擅长运动__________________________ 如果客户未上过大学，他是否在意学位与教育_________________________________________________ 其他教育背景____________________________________________________________________________ 是否服过兵役________________军种________________退役时军阶______________________________ 退伍时间________________对兵役的态度____________________________________________________ 客户家庭情况 婚姻状况________________配偶姓名________________结婚纪念日__________其他纪念日__________ 配偶行业职业________________职位_____________单位或公司地址_____________________________ 配偶教育程度________________配偶兴趣/活动/社团___________________________________________ 老人情况：父母____________________________________岳父母_________________________________ 子女数量、姓名、年龄______________________________________________________________________ 子女教育________________________________________________________________________________ 子女喜好________________________________________________________________________________

客户居住情况

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4. 现住楼盘__________________________地址__________________________________________________ 现住房取得形式（分配、商品房、拆迁补偿）_______________面积_______________公摊______________ 现住房总价_______________单价_______________按揭年限_________________月供_______________ 楼层__________是否电梯房__________户型优点______________________________________________ 户型缺点_______________________________________________________________________________

5. 入住时间____________________装修情况及满意度____________________________________________

6. 对现住小区环境的满意度_________________________________对物业的满意度___________________

7. 现住地距离上班地点的行程时间____________________________________________________________

8. 对现住地最满意的地方____________________________________________________________________

9. 对现住地最不满意的地方__________________________________________________________________

10. 是否有其他住宅物业？情况________________________________________________________________

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客户购房需求及市场了解

1. 购房动机_______________________________________________________________________________；

2. 具体需求：面积需求________㎡，房间数量__________个；朝向要求__________；楼层要求__________；景观要求________________________________________；物业要求______________________________；其他要求_______________________________________________________________________________。

3. 询问过:小区规划__配套__园林__周边配套__车位__物管__交通__医疗__花园__阳台__教育__邻居__

4. 以上需求重视程度排序____________________________________________________________________

5. 重视度反映的客户需解决的问题____________________________________________________________ _______________________________________________________________________________________

6. 客户对房地产市场的了解及看法____________________________________________________________

7. 来水印之前看过哪几个楼盘__1.___________________2.__________________3.____________________

8. 对这些楼盘的看法：

楼盘1优点______________________________________________________________________________ 楼盘1缺点______________________________________________________________________________ 楼盘2优点______________________________________________________________________________ 楼盘2缺点______________________________________________________________________________ 楼盘3优点______________________________________________________________________________ 楼盘3缺点______________________________________________________________________________

客户按揭情况、资金预算及决策情况

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5. 购房预算___________万元内，资金构 …… 此处隐藏：7579字，全部文档内容请下载后查看。喜欢就下载吧 ……