CRM Excel Templates
Posted: Tue Jan 21, 2025 5:09 am
We have selected these CRM Templates below for you to find simple and effective options to simplify your company's operations and stay on top of customer relationship management:
1. Salesflare CRM Template
Excel CRM template by Salesflare
Salesflare Home Page Salesflare CRM Template is designed to help businesses manage vp financial email list leads, contacts, and sales opportunities all within a customizable Excel sheet.
This free CRM spreadsheet template allows users to customize sales process stages, track leads through a funnel view, and analyze performance metrics through the built-in insights tab.
Here's why you'll love it:
Use customizable sales funnel stages to fit your unique sales process
Receive automated insights such as revenue forecasts and performance tracking
Implement visual backlog management for effective sales tracking
**Ideal Use Case It's perfect for small businesses looking to manage leads and sales opportunities without investing resources in complex CRM software.
Download this template
2. HubSpot CRM Tool Mini Template
HubSpot CRM Tool Mini Template
via HubSpot In HubSpot Mini CRM Tool Template is a CRM solution for Microsoft Excel and Google Sheets that tracks sales communications, interactions, and activities. This CRM spreadsheet template helps you easily access CRM data regularly and streamline efforts toward smoother relationship management.
Plus, you can use it to manage, prioritize, and process your sales leads in one place with built-in sorting, filtering, and personalization fields.
Here's why you'll love it:
Enjoy a beginner-friendly layout with customizable dropdown menus
Create visual dashboards to track sales metrics and goals at a glance
Simplify data entry and never miss a record of contacts and sales opportunities
Ideal use case: Ideal for small businesses, startups, or individuals who are new to CRM tools and need a simple solution for sales tracking and customer acquisition.
1. Salesflare CRM Template
Excel CRM template by Salesflare
Salesflare Home Page Salesflare CRM Template is designed to help businesses manage vp financial email list leads, contacts, and sales opportunities all within a customizable Excel sheet.
This free CRM spreadsheet template allows users to customize sales process stages, track leads through a funnel view, and analyze performance metrics through the built-in insights tab.
Here's why you'll love it:
Use customizable sales funnel stages to fit your unique sales process
Receive automated insights such as revenue forecasts and performance tracking
Implement visual backlog management for effective sales tracking
**Ideal Use Case It's perfect for small businesses looking to manage leads and sales opportunities without investing resources in complex CRM software.
Download this template
2. HubSpot CRM Tool Mini Template
HubSpot CRM Tool Mini Template
via HubSpot In HubSpot Mini CRM Tool Template is a CRM solution for Microsoft Excel and Google Sheets that tracks sales communications, interactions, and activities. This CRM spreadsheet template helps you easily access CRM data regularly and streamline efforts toward smoother relationship management.
Plus, you can use it to manage, prioritize, and process your sales leads in one place with built-in sorting, filtering, and personalization fields.
Here's why you'll love it:
Enjoy a beginner-friendly layout with customizable dropdown menus
Create visual dashboards to track sales metrics and goals at a glance
Simplify data entry and never miss a record of contacts and sales opportunities
Ideal use case: Ideal for small businesses, startups, or individuals who are new to CRM tools and need a simple solution for sales tracking and customer acquisition.