Download Free CRM Templates for Excel and Google Sheets
Smartsheet Contributor
Diana Ramos
July 6, 2020
Track leads, opportunities, and sales with the top Excel and Google Sheets CRM templates. All of the templates below are fully customizable and available for free download.
Included on this page, you’ll find a Google spreadsheet CRM template with dashboard, as well as Excel CRM templates for managing a sales pipeline and tracking marketing KPIs.
Excel CRM Spreadsheet Template
This CRM Excel template provides a simple spreadsheet for organizing leads and contact information. It includes a communication log to track the date of last contact, follow-up actions, the date of next contact, and lead status. Compile important details into one CRM template to streamline communication with customers.
Download Excel CRM Spreadsheet Template
Excel | Smartsheet
Sales Pipeline CRM Template
Track sales and manage your pipeline with this sales leads template. Create a sales log that shows pipeline stage, sales rep name, deal value, projected closing date, and other important notes that can be rolled up to a sales pipeline dashboard. This template makes it easy to track and prioritize leads, sort through opportunities, and plan follow-up actions. Whether you’re an independent sales rep or the manager of a small business, you can use this template to create an efficient sales process and reduce errors by tracking deals closely.
Download Sales Pipeline CRM Template
Excel | Smartsheet
Marketing CRM Dashboard Template
This CRM template is designed to support marketing efforts and help you build effective customer relationships. Evaluate marketing KPIs and get a quick snapshot of your progress toward goals. Identify your most effective lead sources and create targeted marketing campaigns to boost your sales process.
Download Marketing CRM Dashboard Template — Excel
Customer Satisfaction Dashboard Template
To gauge how well you are meeting your customers’ needs, use this template to track metrics for customer satisfaction and identify areas for improvement to achieve your goals. This Excel CRM template provides a simple dashboard for viewing important data at a glance.
Download Customer Satisfaction Dashboard Template — Excel
Tips for Using CRM Templates
Using a CRM template saves time, and you can customize it to your specifications. Here are a few points to consider as you create a template to meet your business needs:
- Ask Questions: As you decide what to include in your CRM template, ask important questions about your leads and sales process. What information do you want to track? What are your lead sources and pipeline stages? An effective CRM system provides more than just a contact list — it is an opportunity to understand and refine your sales process, improve communications with customers, and move toward your goals. Create a CRM template that will help drive business decisions.
- Use Pivot Tables: If you work with a Google Sheets or Excel template, you can opt to use pivot tables to analyze data. Doing so provides an easy way to identify trends, inform decisions about sales goals, and evaluate opportunities. Regardless of the data you want to analyze, a pivot table allows you to efficiently sort and organize data in order to extract the information you need. In Excel, select the Refresh data when opening the file checkbox in the PivotTable Options menu to ensure that your pivot table is up to date. You can access this option by right-clicking on any pivot table in your Excel workbook, selecting PivotTable Options, and clicking on the Data tab. Excel then automatically includes data changes in the pivot table each time you open the template.In Google Sheets, a pivot table automatically refreshes when you update data in the associated spreadsheet.
- Separate Data: When dealing with a large volume of information, use multiple sheets within an Excel or a Google Sheets workbook to help separate and organize data. For example, use one sheet for contacts (including new leads and existing customers) and another for deals (including new opportunities and deals at various stages of the sales process).
- Import Existing Contacts: If you create a CRM template and have too many contacts to enter into the template manually, export the data from its current location (such as an email contact list or online tool like Constant Contact) to a CSV file, and then open the file in Excel or Google Sheets.
- Set Security Preferences: Security is always an important consideration, but even more so when your CRM template includes personal and business contact information. In both Google Sheets and Excel, you can set user permissions to only allow file access to certain individuals.
Once you’ve adapted a CRM template to fit your needs, you’ll have a simple yet powerful tool for analyzing data, creating custom reports, and tracking pipeline progress.
Learn More about CRM Systems
Read our comprehensive articles on customer relationship management strategy and CRM processes for information on CRM software, the challenges and benefits of CRM systems, streamlining sales performance, and related topics.
Make Better Decisions, Faster with Smartsheet Dashboards
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.
When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.
Customer Relationship Management (CRM) systems and CRM software can help you increase sales by streamlining communications with your potential and current customers. Online CRM software can help you integrate revenue tracking, sales, and email into an all-in-one system. If you don’t need heavy integration and are just looking for a simple way to keep track of leads, then try using a spreadsheet template.
I designed the CRM template below based on the request from a few users and have been updating it since 2013. The spreadsheet is set up as a CRM database, with a main table for showing the current status of customers and sales. Other tables include a Sales Log, Contact Log and Contact Details.
Advertisement
Update 11/10/2021: The CRM template is now available on spreadsheet.com and I highly recommend it over the Excel or Google Sheets versions because of the relational database aspect. CRM is a perfect example of where spreadsheet.com really shines.
for Excel, Google Sheets and Spreadsheet.com
Description
A critical feature of any CRM system is to track communications with customers, plan follow-up contacts, update the lead status, and after gaining a customer, schedule future communication that will help you keep them as a customer. Tracking sales is also an important part of CRM.
The CRM template provides a starting point for people looking for a spreadsheet-based CRM solution. It is designed to be easy to customize.
This template is a set of crm database tables formatted to allow sorting, filtering, and display of important customer information — a much more functional version of the Contact List Template.
The most complex part of the spreadsheet has to do with the conditional formatting used to highlight the dates in the Last Contact and Next Contact columns. I’m a fan of conditional formatting, but if you don’t like it or want to change the colors, see the article «How to Use Conditional Formatting in Excel» to learn how to clear or edit conditional format rules. For more information on using these columns, see below.
How to Use the CRM Template in Excel
Sorting and Filtering: This template is designed around the spreadsheet’s built-in Sorting and Filtering features. With a couple clicks on the arrow in the column header, you can do things such as:
- Order the table based on the Estimated Sale value
- Filter out customers from the list where the Lead Status is «loss» or «cold»
- Sort the table by Next Contact date so you can make 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 (which is just the contact list added to this workbook).
Estimated Sale — For active customers, this might be the average monthly or annual sales figure — something to help you easily see the value of keeping that customer. For potential customers, this could be your estimate of the customer’s potential monthly or annual sales.
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. Use the Settings worksheet to customize the number of days that are used for the basis for when the cell should be green/yellow/pink.
Next Contact — Planning follow-up communication is important, so use this column to record the date for the next contact and use the Next Action column to enter a code that describes what your follow-up action will be.
Notes — There are many ways that you can record notes about communications with your leads. You could add cell comments as shown in the screenshot image above. You can use a Notes column with Wrap Text turned on (though for long notes, that will make the table messy). You can also use the optional Contact Log worksheet, to record notes about each individual communication.
Sales Log — If you want to create monthly or quarterly or annual sales reports, you’ll need a way to record individual sales. That could be done using the optional SalesLog worksheet. You could then add a Pivot Table to summarize the data, or create your own Excel dashboard to display important summary data.
Using the Other CRM Tables
Contact Log Table
If you want to use the Contact Log worksheet to record details about every contact you make, then you may want to use a formula in the Last Contact column of the CRM worksheet to automatically lookup the date of the last contact for a person. To do that, you can use a MAX-IF Array Formula like this (remember to press Ctrl+Shift+Enter after entering the formula):
=MAX(IF(ContactLog!$B$4:$B$28=CRM!A5,ContactLog!$A$4:$A$28,""))
If you are using Google Sheets or the most recent version of Excel, you can use MAXIFS:
=MAXIFS(ContactLog!$A$4:$A$28,ContactLog!$C$4:$C$28,A5)
Sales Log Table
If you want to use the Sales Log worksheet to record every sale that you make, then you may want to summarize the sales in the CRM worksheet. You could use the AVERAGEIFS or SUMIFS function within the Estimated Sale column to show the average or sum of sales for each person. The formula might look like this:
=SUMIFS(SalesLog!$C$4:$C$32,SalesLog!$B$4:$B$32,CRM!A5)
Contact Details Table
If you use the Contact Details worksheet, you can use a VLOOKUP formula within the CRM worksheet to automatically grab the Phone number and other contact information for each person. See my VLOOKUP article to learn how to create these types of formulas.
Team Members Table
The Google Sheets version is now a collaborative crm database and includes a new Team Members table. You can pick a team member in the Contact Log and Sales Log tables and see a summary of the total sales and total contacts in the Team Members table.
CRM References
- [1] Customer Relationship Management — wikipedia.org — This wikipedia page, although lacking substantive information, opened my eyes to the wide variety of ways that businesses use CRM systems — and thus made me realize I only wanted to create the most basic of templates.
- [2] Create a CRM System Using Google Docs — blog.softwareadvice.com — Most of the initial features I added to the CRM template came from the ideas presented in this blog post.
We’ve all heard the phrase “the customer is always right,” and whether you live by it or not, there’s no denying that customers, at the very least, are super important for the success of your business.
And the secret to happy customers? Maintaining healthy relationships with everyone who supports your product. This is the first step in growing your list of life-long customers who will ultimately bring new meaning to your product, fulfillment to your job, and hopefully, become advocates of your business. 📈
Happy customers are the ultimate source of genuine and free organic advertising, which is one of the many reasons why Customer Relationship Management (CRM) is so important for every business.
Proper CRM ensures that no customer falls through the cracks and shows that you value the people buying your product (and keeping your company afloat). This is why flexible and user-friendly CRM templates are such a valuable tool.
CRM usage has boomed across industries year over year. In fact, GetBase reported over 90% of companies with more than 11 employees—and even 50% of companies with fewer than 10 employees—invest in a CRM system.
Forging and maintaining healthy relationships is serious business, and finding the perfect CRM template is crucial to make sure you’re checking every box for customer success. Follow along as we break down the benefits of using CRM templates and 11 of our favorites, including free CRM templates for ClickUp, Google Sheets, and Excel.
What are the benefits of using CRM templates?
You can use CRM for virtually anything.
Planning to move? There’s a CRM template for that. Need a better way to contact your real estate clients? There’s a CRM template for that too!
CRM is a more organized way of making sure you’re following up with and nurturing your customers or leads. Living off of sticky notes or daily reminders is not the way to foster long-term client relationships, and CRM software is an excellent way to ensure everyone in your contact list is getting the attention they need when they need it.
All companies have slightly different beliefs on how to maximize productivity using CRM. As a result, there are countless pre-made CRM templates available online to fill every niche.
Pre-built and customizable templates are a great starting point for people who could use a few pointers on their first CRM software experience, or seasoned experts who simply want to get the ball rolling faster. ⏰
They can also help you organize your leads in ways that you simply hadn’t thought of before!
Rather than training wheels, look at templates as your personal assistant. These are tools to enhance your quality of work, regardless of skill level.
But here’s the thing, templates are built to be customized by you! Invest your time in a flexible template tailored to your process.
11 CRM templates in Excel, Google Sheets, & ClickUp
While a CRM is useful for practically every business, not all CRM templates are built the same.
Luckily, we’ve already done the work to bring you 10 of our favorite free CRM templates—equipped with the features, must-haves, and resources to support all of your CRM needs, no matter what industry you’re in.
Ready, steady, let’s go! 🚦
1. CRM Template by ClickUp
When you think CRM, you probably also think of sales, and this template really gets that.
This beginner-friendly CRM template by ClickUp is perfect for those looking to start managing their customer relationships faster. With seven statuses to bring transparency into your task progress and five functional ways to visualize your work, this folder will help you organize your accounts in a way that makes sense.
Find your client information organized in a Calendar view, ClickUp Doc, or List view with drag-and-drop functionality. With this template, your account details and closed deals will appear in separate lists to take any confusion about where your customers are in the pipeline. It also adds a Sales Playbook Doc to help you stay on top of and accountable for sales goals, account modules, time management, outreach, and more.
Think of this template as a guide to ensure no detail is left behind. Your go-to CRM system is there to maximize your potential sales.
2. Simple CRM Template by ClickUp
While the previous Folder organized your account information, this Simple CRM Template by ClickUp digs deeper into contact management. Customize your contact statuses and add additional fields for more information at a glance.
This is a beginner-friendly template, but it offers additional statuses, views, and custom fields to maximize your lead organization.
The drop-down fields in List and Table view will show you the priority level, stage, estimated value, phone numbers, and more for each client—all on a single screen. This will help you instantly understand and prioritize your most promising leads, and save the time you would have spent opening tasks or new tabs to get the same information.
3. Commission Tracking CRM Template by ClickUp
CRM, sales, and commission go together like peanut butter, jelly, and you—and this template makes tracking your commission easier than ever.
The Commission Tracking Template is a great way to take your account management in ClickUp to the next level. It is slightly more advanced than the previous CRM templates, but comes with all of the resources you need to make the most of it, including a detailed Help Doc! The main goal of this template is to help you save time keeping track of your commission by automatically calculating it for you.
Custom statuses like New Lead, Price Negotiation, Purchase Agreement Sent, and Paid help you understand your account’s progress at a glance, but the real value in this template is in its Custom Fields.
Use the drop-down Custom Fields to determine the commission percentage per account with an Actual Value field, Commission Percentage field, and an automatically calculated field called Commission Earned.
Plus, Custom Fields for linking websites, invoices, and checklists keep all of your systems connected and organized.
This template takes a little more work to get used to, but will save you a significant amount of time per week that can be re-dedicated to your team!
4. Sales Pipeline CRM Template by ClickUp
The Sales Pipeline Template by ClickUp shows just how far you can take CRM. From potential leads to renewed clients, this template creates a hub for anyone and everything related to your pipeline.
This is key if you’re starting to juggle more accounts or need to know exactly where and when customers travel down the funnel. This flexible template neatly organizes every resource into an easily navigated epicenter.
Apply this template to your Workspace and within seconds access one Custom Field, four Views, seven ClickApps, and over 30 detailed task statuses including up for renewal, demo, onboarding, churned, and more. Plus, Automations! See the power of ClickUp in action with Automations that change task assignees and Lists as statuses change.
Think of this template as an introduction to how CRM software can take you further in sales through features and views designed to propel your deals forward.
5. Google Sheets CRM Template
If you’re currently leading a team of sales reps or in charge of seeking out new sales opportunities, this SalesTable Spreadsheet CRM Template by Close will help you gain visibility into critical sales stats like the number of open, closed, and won opportunities.
This template is easy to edit directly in Google Sheets and provides a visual dashboard to show progress toward your main sales goals. Not only see the leads you have in progress, but assign, track, and determine the value of new opportunities in your pipeline.
6. Real Estate CRM Template by ClickUp
If you’ve attempted to buy a house in the last few years or simply enjoy a daily Zillow-crawl (guilty) then you know how wild the real estate industry can be.
In real estate, there is so much to juggle even within a single deal, that CRM is absolutely necessary to make sure every potential client is comfortable and confident with the stage of the process you’re in. Plus, having a solid real estate CRM tool with automation capability is a must-have for agents who are always on the go.
The Real Estate CRM Template by ClickUp is a valuable resource for agents and agencies who need to make informed decisions quickly, stay in touch with high-value customers, and organize their in-progress deals.
Know who you’ve contacted, who’s interested, negotiating, and sold with 15 real estate-specific task statuses, and keep every resource on hand at all times with six view types. Add showings to your calendar, keep a running list of properties and so much more—whether you’re a buyer or a seller, this template will help you keep your homes in order.
7. Job Search CRM Template by ClickUp
Remember when we said a CRM could be used for practically anything? Here’s an example of that!
Searching for a job is a job in and of itself. The Job Search Template by ClickUp will help you feel grounded during the whirlwind of career hunting so you can focus on the offers that are best for you!
Keep track of applications you’ve sent out, potential opportunities, company research, ratings, perks, and interview resources in an organized list that’s sortable or categorized by tags, views, or statuses! Plus, when the recruiter asks about your attention to detail, the effort you dedicated to this Job Search Template will absolutely blow them away.
8. Excel CRM Template
There’s no way we could make it through an entire post about CRM without linking to an Excel template!
The Sales Funnel Template by Salesflare comes with four sheets to get started:
- Checklist
- Sales Funnel
- Settings & Instructions
- Insights
Once you input your data, you can customize your spreadsheet in the Settings & Instructions sheet, and set custom stages—similar to ClickUp’s custom statuses—to show the sales stages in your pipeline. In your Sales Funnel sheet, you can store company and contact names, email information, sales stages, overall value, probability, progress to won, expected revenue, and more. Even set follow-up reminders for the team to help move deals down the funnel and watch your Insights page update automatically.
9. Apartment Search CRM Template by ClickUp
Real estate may be a beast of a process, but apartment hunting is no joke either!
Use this Apartment Search CRM Template in ClickUp to organize your potential new apartments, see the locations displayed on a map, schedule your tours on a calendar, and record your questions.
The contracts required for securing an apartment may not be as lengthy as the process for buying a house, but this is still the place you’ll be living for the next year—at least. Make sure you land the (rented) home of your dreams with five highly visual ways to structure your apartment information and six statuses to organize the hits on your search with this detailed Folder in ClickUp.
10. Customer Service Management CRM Template by ClickUp
Companies use CRM to forge relationships, and having top-tier customer service is a major step in making that happen! But excellent customer service also requires excellent organization, and this customer service management template by ClickUp was designed to conquer every ticket, chat, and issue you could throw at it!
The value of a powerful and thorough CRM system is packed neatly into a folder that can be applied to your workspace in seconds. Access six helpful task statuses, five custom fields, seven views, and automations to monitor your deals all the way through the pipeline.
Organize clients and feedback as a List to display every ticket in your CRM workflow, or drag and drop them across a Kanban board to move them into different statuses. Use ClickUp’s Form view to send out a pre-built Customer Service Request survey that instantly becomes a task, then add important details to your ticket task with Custom Fields.
Customer service is no easy feat, but this template minimizes the clutter so you can focus on your customers.
11. CRM Whiteboard Template by ClickUp
This CRM Whiteboard Template by ClickUp allows your team to collaborate on managing your sales pipeline, tracking of leads, deals, accounts, and contacts. Having a CRM in whiteboard view is a great way to make sure the entire team is aware of leads, team wins, and potential new customers.
Use this CRM Whiteboard Template to improve collaboration and visibility on your sales team.
Bonus: CRM Alternatives & CRM Examples
CRM Template FAQs
How do I customize a CRM template to fit my business needs?
Customizing a CRM template to fit your business needs is a straightforward process. You’ll need to decide what features you need from the template and determine the data fields that will be required. Once you have identified the essential elements of your template, you can customize it by adjusting colors, fonts, images and more.
What are the limitations of using an Excel CRM Template?
Excel is a powerful tool, but it has its limitations when used as a CRM. Excel CRM templates can only store limited amounts of data and lacks the enterprise-level features that are commonly found in dedicated CRM software like ClickUp. Using Excel as a CRM is also often less time efficient because Excel doesn’t provide any automation tools or integrations with other systems, meaning you would have to manually import and export data between different systems if needed.
Can I use a CRM template instead of a dedicated CRM Software?
Yes! CRM templates are a great way to get all the features of a full CRM without having to invest in a full-scale system. With CRM templates, you can quickly and easily create a tailored version of the CRM that meets your specific needs. You can also use a template as a starting point and customize it further with additional features or integrations as needed. Ultimately, using a template is an efficient and cost-effective way to access the benefits of an enterprise-level CRM solution without the hassle associated with custom development.
And once you’re ready to use a CRM software ClickUp has you covered!
If you love CRM templates, let me hear you sCRM!
CRM should be your go-to for better overall customer data management, cross-departmental alignment, and improving your deliverables. And using dynamic CRM software saves you a ton of time getting started. 💨
CRM templates can be used for almost anything. So it’s important that your template is customizable to fit endless use cases! All 10 of these templates bring a ton of value to your CRM process, but it all comes down to your personal preference and company process.
ClickUp is designed to be used by teams of any size and across industries. It’s packed with functional tools to build your CRM from scratch or simply choose one from our template library. But the best part? It’s free! 💸
Access tons of CRM templates plus 100MB of storage, unlimited tasks and members, over 1,000 integrations, collaborative Docs, and so much more for free, forever in ClickUp! 🦄
A free Excel CRM template can help your small business manage customer relationships.
If you run or work for a sales-driven company and don’t use a CRM, you could be missing some opportunities. Short for Customer Relationship Management, these tools do what you might expect — help you manage your relationships and contacts with current and potential clients.
While there are some costly online CRM systems that you can invest in, you can also get this job done with an Excel spreadsheet provided it is set up correctly. If you are looking for free CRM resources, we aim to deliver. This article has a list of 35 free Excel CRM templates that you can use to organize your sales process and stay organized as you grow your business.
Do You Need a CRM Tool?
If your organization sells anything, it needs a CRM resource. The only question is how much of an investment you wish to make and how complex that system needs to be.
Buyerzone reports that 90 percent of B2B companies with more than 11 employees already use CRM software. Depending on the size of your organization and its budget, adopting a costly system may not be an option. In fact, it might not be necessary.
Before you hand over a bunch of cash for an expensive solution, it makes sense to evaluate whether a free option could work. If your sales team meets one or more of these criteria, then a free Excel CRM template could be the best choice:
- You run a one-person company.
- You cater to just a handful of clients.
- Your business employs less than five people with just two or less on the sales team.
- Your sales process has three stages or less.
- Your sales process is transactional only.
- Your sales cycle is quick, which eliminates the need to monitors several stages.
- You run a B2C business with few institutional clients.
- Your budget doesn’t leave room for adopting a CRM system right now.
Why Use an Excel CRM Template?
An Excel template is a spreadsheet that is preprogrammed with columns and formulas, incorporating CRM functionality to help you analyze and manage customer data. Like any other type of template in Excel, these are meant to make it simpler, faster, and cheaper for you to gather and make sense of data.
Even if you are a one-person or small business, these templates can generally be used with little to no technical knowledge. You don’t need separate, costly CRM software to manage and summarize data. In some cases, there are analytics that allow you to compare forecasted and actual results and build charts and graphs.
Free Excel CRM Templates
Useful resources don’t always have to be costly. One of the great things about Excel is that it is so widely used and flexible that some experts have taken it upon themselves to create useful tools and share them with the masses. This is what we’ve compiled and are sharing with you today. Here are 35 of the top free Excel CRM templates that help you manage contacts and drive your company’s sales.
1. Probably one of the most comprehensive free Excel CRM templates, even though it is the “lite” version, is from Excel First. This free version provides you with three modules: Contacts, Organizations, and Calendar. There are simple data entry forms for each module. You can also configure the CRM to fit your needs and create custom reports. If you want more features and modules, there is a paid, full version.
2. Vertex42 offers a simple, free CRM system for Excel. This all-in-one system will allow you to track leads. It includes fields for customer contact data, estimated sales figures, next action, lead type, and last contact dates.
3. Excel Quant also has a simple Excel CRM template that is completely free. This template provides columns for the lead’s name, company, work function, and contact information. There is space for the estimated sales amount, last contact date, next contact date, status, type of contact, and notes.
4. Profitworks offers a free Excel CRM system that has a ton of features. You can get your hands on it if you are willing to give up your email address. The system includes a Sales Team Dashboard (Source of Leads and Sales Summary, Sales Pipeline Summary, Top Sales Leads Overview, Sales Team Productivity Overview). There is also an Opportunity Tracker, Contact Database, sortable Communication Log, Sales Stage Overview, and Source of Leads Summary. This CRM template includes step by step instructions for setting up and using the system.
If you need help customizing or troubleshooting an issue with your CRM template, Excel Chat is standing by.
5-28. Tipsographic is a free online resource dedicated to project management. The site has compiled a list of 24 free CRM templates for Excel. These are divided into Sales CRM templates, Sales Dashboard templates, Marketing templates, and a Real Estate CRM template.
29. JustEXW also provides a free Excel template for CRM. This system allows you to enter customer data to track and evaluate relationships. It has fields for detailed client information, the start date of contact, the type of contact, client status, and level of proposals and acquisitions.
30. Smartsheet gives you the tools to manage your sales pipeline with a free CRM template. It has sections for tracking contact information, communications, and sales leads. The template also allows you to track your sources so that you can see how your business is getting leads. Data in the template can be used to create graphs and other analytics.
31. Pipedrive is a service that has paid solutions to create and monitor a sales process, but you can get a free Excel CRM spreadsheet from them if you are willing to hand over your email address. The company recommends using this tool only if you work on less than ten deals at a time or are a small firm that is strapped for cash. This is a tailor-made CRM template made by its sales team that you can also customize to suit your needs.
32. Microsoft Office has a free Excel template for Detailed Sales Pipeline Management. This allows a salesperson or manager to keep track of each opportunity, its lead source, forecasted sales amount, forecasted close date, and place in the sales pipeline.
33. Another possibility from Microsoft Office is a Sales Leads Tracker template, which is also free. This Excel template is basic but gives the user information such as the customer name and contact, lead source and region, lead type, potential opportunity, % chance of a sale, forecast close date, and weighted forecasted revenue.
34. Microsoft Office also provides a free Online Sales Tracker template for Excel. This is more of a high-level reporting of a company’s or department’s sales activity, but it can be customized to suit your needs. It has several graphs to show the profit per item and % of income earned per product.
35. Chandoo is an online resource that has several free Excel Sales dashboards posted as part of a “challenge.” Some are basic, but others have detailed information that allows you to drill down into the sales funnel and pull some useful analytics.
Using a free Excel CRM template is an excellent way to track customer relationships for a small business. However, these spreadsheets can become complex as your operation grows. You may encounter an occasional formula error or just want some additional customization to make the template better suit your organization’s needs.
If you have any questions about these Excel templates, need to troubleshoot an issue, or would like help with customization, Excel Chat would be happy to assist you with our live chat service that is available around the clock. Just let us know how we can help! The first session is always free.
An electronic spreadsheet is part of many service providing and other companies, and they are helpful in recording any of the details required including clients’ information. A variety of CRM Excel Template is available also on customer requests.
Download client visit tracking report template, to become aware of the selected clients and the total number of persons visiting your workplace at any specific date and time. Healthcare bodies, like hospitals and clinics, are required to keep their patient’s visit records to update. Through these templates, your communication management plan is more improved.
- Complete client tracking system through CRM Excel
- The sheet of Customer database with CRM spreadsheet
- Help daily time tracking spreadsheet for record & Maintain data
Most of the service providing companies are earning sales revenue from the clients coming to their place therefore recording and monitoring these details are important.
Related Article: Customer Record Database Excel
They are even more fundamental in making contact with them again or letting know them about any new promotions and discounts packages offered at your place.
Types of CRM Excel Template
Now track the daily performance of your business through making this template your business part, and is beneficial in the following regard:
Make sales activity tracking for different time periods.
- Your managers are now able to see the probability of sales on any specific day of the week through following this sheet
- Look out for weekly and monthly, sales activities, and give out sales targets to your sales team
- It helps you maintain each individual client account
FileName: “Excel Customer Tracking Template”
File Size: 43 Kb
File Format: Ms. Excel(XLSX)
Template Type: Advance (Free)
Author Name: John Mathew
Customer Tracking Spreadsheet Excel:
Determine goal progress and pass out sales targets to your team.
- You are now able to analyze actual clients that are turned into sales.
- An individual sheet for tracking customers details, including their contact details.
- Check out the due dates of the sales targets and leftover sales can be made timely.
This template is a great opportunity for streamlining communication, in contact centers as you are able to turn interested clients into sales leads through downloading the communication tracker excel template.
Real Estate CRM Excel Template
A specific CRM based template (Real estate) is available for you. Just contact us and download a template specific for real estate businesses.
CRM Spreadsheet Template
The spreadsheet is also available, you can download spreadsheets for expense & budget tracking and invoice tracking os customers daily to a weekly basis.
Any bounced customers and interested candidates can be viewed through this excel sheet, and any editing can be made in the template as well.
Customer Follow Up Sheet Excel
The invoice template is used for presenting the total amount of sales to a customer against the amount paid or payable by the customer for acquiring the products sold.MS Excel as a document format been used for many years, so check out a few samples now.
Related Article: RFQ Template
It is actually a payment receipt and entails the bill for a product or service that is either ordered or acquired by the customer.
Once the product is ordered by the customer, the seller makes the sales receipt and delivers it to the customer. The monthly sales reporting template acts as legal proof of ordering of service by the customer. Once the receipt reaches to the customer, it acts as a legal proof that the customer has acquired the product and has agreed to all the terms and conditions of acquiring the product
Features of a Client Tracking (CRM)
You must maintain daily sales to track the financial objects. The sample sales receipt contains certain features and information that is necessary to be mentioned on the receipt to authenticate the sales. For your information, a sales receipt contains these features:
- Name of the seller company is mentioned at the top of the receipt.
- Date of sales is mentioned at the top right corner of the receipt.
- Name of the customer can also be written either on the top or bottom corner of it.
- The central section of the receipt contains the description of the product or service that is sold or delivered to the customer. The price of the product or service is mentioned in the column that is adjacent to the lines of description of the product.
- The total fee, cost, or price is mentioned after totaling all the underlying costs of delivering the product to the customer. It is mentioned at the bottom of the receipt. This is the amount that the customer has to pay to the seller.
How to Create CRM Template in Excel?
Easy to create the template (Blank) required no technical knowledge of Excel. Just basic know ow about creating the grid, table for basic formulas.
Resources:
https://www.salesforce.com/crm/what-is-crm/
https://en.wikipedia.org/wiki/Customer_relationship_management