Jul 6, 2020 · Download CRM templates in Excel and Google Sheets formats. Includes monthly, status, marketing, and sales pipeline CRM templates.

Nov 10, 2021 · Download a free CRM template for Excel - a simple Customer Relationship Management (CRM) system for small businesses.

Looking for an easy way to manage your leads in Excel? Use Salesflare’s free CRM template. Add custom stages, track metrics and improve your sales process.

In this post, we compare 12 free spreadsheet CRM templates in Google Sheets and Excel. We provided links to download each of them as well as screenshots, so you don’t have to spend too much time …

A CRM spreadsheet template helps businesses manage information related to customer relationships, including potential leads, sales opportunities, and customer interactions.

Sep 29, 2025 · While there exist numerous CRM software available today, leveraging CRM templates in Excel can offer a simpler and more flexible alternative for small businesses, startups or those just …

Using our customizable CRM template, we’ll then explain how you can create your own Excel CRM. Finally, we’ll provide some high-level tips you can use to get the most out of your CRM system. The …

Boost your sales productivity with our free lightweight sales CRM template for Excel and Google Sheets. Easy-to-use sales tracking, contact management, and pipeline visualization tools for small businesses.

Jun 6, 2025 · Breaking down the benefits of using a CRM template while highlighting our favorite, free CRM templates for ClickUp, Google Sheets, and Excel.

Learn how to build a CRM template that streamlines your sales pipeline, improves customer relationships, and helps your business grow.