Templates
Call logging form template

Call logging form template

Improve your communication processes with our template. Record interactions, ensure follow-ups, and enhance customer service.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
Call logging form template

Improve your communication processes with our template. Record interactions, ensure follow-ups, and enhance customer service.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This call logging form template captures key information from every customer interaction so you can maintain consistent records. It includes fields for call details, reason categorization, resolution status, and follow-up requirements, creating a well-rounded picture of customer communications.

By industry standards, a good first call resolution rate is between 70-75%, and proper documentation is crucial for tracking resolution success. This template helps you identify recurring issues by standardizing how your team logs call information. You can then spot patterns and improve service quality while maintaining a detailed history of customer interactions.

Related categories

Created by

Author Name Oti Francis
Preview of the template
Page 1
Call Details
Call Date
Call Time
Customer Name
Customer Phone Number
Call Reason
Call Summary
Call Summary
Resolution
Issue Resolved
Resolution Details
Follow Up
Followup Required
Followup Details

Frequently asked questions

How can I customize this call logging form template for my business needs?

You can adapt this template by adding industry-specific call categories, custom resolution options, or additional fields for tracking information unique to your business. Focus on what data matters most for your team’s decision-making while keeping the form simple enough for quick completion after each call.

What’s the most efficient way to implement this call logging form in my customer service team?

Start with a brief training session explaining the purpose and benefits of consistent call logging. Have team members practice completing the form together, addressing questions about field interpretations. Begin with a two-week trial period, then gather feedback to refine the process before full implementation.

How can I use this call logging form to improve our first call resolution rates?

Review completed forms regularly to identify which call types most often require follow-up or remain unresolved. Analyze these patterns to develop better training, resources, or authority levels for your team. Track improvements over time by comparing resolution rates by call category or team member.

Author
Oti Francis
Oti Francis is a versatile Content Writer specializing in B2B and B2C content. Passionate about using content to drive audience engagement, brand ROI, and business success, Oti excels in creating impactful, SEO-optimized materials. At Lumiform, they contribute to enhancing workflow automation and operational excellence, bringing creativity and strategic insight to every project.
This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.