Customer Relationship Management systems or CRM templates can help you to increase sales by streamlining communications with your potential and current clients. Our free template can help you integrate revenue tracking, sales, and email into an all-in-one system.
If you don’t need that type of integration and are just looking for a simple (and free) way to keep track of leads, you can still find it easy to use our free CRM template. We designed the CRM Template based on the request from a few users. It will give you a head start on customizing your own solution or help you to decide whether a spreadsheet-based solution is right for you.
Use for Excel, OpenOffice, and Google Sheets
You can download our CRM Excel Template for free. These templates have been designed with efficiency and organization in mind, allowing you to save time while creating professional documents.
Our template is reusable which makes it easier to streamline business processes, and these spreadsheets are fully customizable, so they can be modified to suit your needs better. Whether you need an Excel spreadsheet for business or personal use, simply click the download button and save the template file to your computer.
We’ve included this template in Smart sheet, a spreadsheet-inspired work execution platform that makes tracking, managing, and automating your projects and processes much easier and more collaborative.
How you can better use our Free CRM Template for Excel?
By Sorting and Filtering: This template is designed around Excel’s built-in Sorting and Filtering features. With a couple of clicks on the arrow in the column header, you can do things like:
- Order the table based on the Estimated value of the sale
- Filter out customers from the list
- Sort the table by Next Contact date so you can prioritize the most urgent contacts first
Demographics – For any contact, you’ll want to record their name, company, job title or position, email, phone, etc. Information that may be nice to know what not necessary to refer to on a day-to-day basis could be saved in the optional Contact Details worksheet.
Estimated Sale – For active clients, this might be the average monthly or annual sales figure – something to help you easily see the value of keeping that customer.
Last Contact – When you make a contact, you record the date in the Last Contact field. The highlighting will make the cell green if the contact was recent, pink if it has been a long time since that last contact, or yellow for somewhere in between.