Free CRM template for Excel
Don't let deals slip away, use Excel as a CRM.
Manage your contacts and sales opportunities in a CRM Excel template.
How do I use a CRM in Excel?
This template, built by a team of sales experts, lays out a standard sales process for you.
But everyone’s sales process is different. That’s why you can (and should) add/remove custom stages in the ‘Settings & Instructions’ sheet. There you can add/remove team members, set targets and set a custom # of days after which you’ll be reminded to follow up with a lead.
Add your sales leads to the ‘Sales Funnel’ sheet, select the stage they’re in. You can also add other data: size of the deal, expected closing date and sales rep working on the deal.
Feel free to add/remove columns from the 'Sales Funnel' sheet.
Based on the data you input in the ‘Sales Funnel’ and ‘Settings & Instructions’ sheet, the ‘Insights’ sheet is updated automatically. This forecasts your revenue, tells you how well your sales reps are doing (if you have any), what your conversion rates are and more.
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Elliott Porter
Weblake Interactive Ltd.
'Salesflare reminded me to chase up a warm lead and I won the deal. I'd forgotten about the proposal I had submitted due to being so busy!'
Organize your leads, forecast revenue & improve your sales process - for free. Available right in Excel.
Keep track of your sales opportunities in an Excel CRM.
Track your new leads, revenue, active sales reps, conversion rate & more - updated automatically.
Keep your leads in one place
Customize your sales process
Analyze your sales pipeline
How Salesflare makes sales management simple:
- Email and web tracking
Get the full picture of how leads and customers
are interacting with your company.
- Relationships
Easily see who your colleagues already know
- and who they know best.
- Lead scoring/hotness alerts
Identify and prioritize your leads with hotness alerts.
- Bulk emails
Send personalized follow-up emails at scale.
- Everything in one place
Address book, communication timeline, tasks, files, pipelines and more.
- Visual pipeline
A clear, customizable view of your sales funnel.
- Tasks & task suggestions
Never drop the ball on a lead again.
- Team sharing
Collaborate with your team flawlessly.
- Custom fields
Keep track of all of the customer data you can imagine.
- Search
Find everything you need instantly.
- Live notifications
Get up-to-date notifications whenever, wherever, on any device.
- Insights dashboard
Master the numbers.
1. Organize
Get a CRM that puts you in control.
2. Communicate
Never miss a beat with your customers again.
- Automated address book
Fully automate your contact and company info
- stop manual entry of contact and company data.
- Automated timelines
Your timelines are synced with your email, calendar meetings
and phone call history.
- Automated file repository
Keep handy document folders for your customers effortlessly.
- Timeline with Twitter updates
Always have the latest news on your customers handy through their social profiles.
- Send automated emails based on triggers
Automate your email follow-up based on triggers that you can directly set up in the CRM.
3. Automate
Do less robot work, have more human interaction.
- Email sidebars for Gmail & Outlook
Use Salesflare without leaving your email inbox.
- Mobile app for iPhone & Android
Finally, a CRM app that offers full functionality from your phone.
- REST API
It’s simple: Salesflare’s API can be connected to any other app.
- 1000+ integrations
Salesflare offers native integrations and access to 1000+ app
integrations through Zapier, PieSync and Blendr as well as
natively.
4. Integrate
Let this CRM give you superpowers.
Boris Agranovich
Global Risk Community
'Improved my bottom line by providing a clear system to work with prospects.'
Tamay Shannon
W2S Marketing
'The "You haven't responded to this email" notification. All the little cracks that people fall through are sealed up.'
Simon Lovegrove
Lovegrove Service Ltd.
'Improved my mood as I could see the wins. Alerted me to a lack of early-stage opportunities.'
Randall Snyder
Lyndhurst Partners
'Everyday that I don't have to manually enter information into the system, Salesflare makes a difference for me!'
Salesflare works with
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Office 365
Exchange
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No credit card. Up to 30 days free. Full functionality.
What is a CRM?
A CRM is a tool that organizes the way you manage your sales leads. A typical CRM includes a sales pipeline with stages that your sales leads are in. These stages are based on the steps of your sales process that you lead customers through.
When you visualize your sales process in this Excel CRM template, you can test it, improve it and forecast your revenue. By visualizing your leads, you can optimize your sales strategy. While managing your sales leads in the template you can implement new strategies and tools to better qualify your leads and improve each phase of the process.
Why do I need a CRM in Excel?
How this Excel CRM template works:
Excel CRM templates are good but manually entering data gets time-consuming and unreliable. When you’re sick of wasting time manually entering data to manage your customers in Excel, try Salesflare for free. No more complex excel formulas and losing time.
Download this template and easily import it into Salesflare.
Salesflare automates the robotic tasks so you can keep your focus on building relationships. Salesflare integrates with your emails and calendars, is easily usable on the go, sends you notifications to follow up & more.
Less robotic work, more human interaction.
- Everything in one place
Address book, communication timeline, tasks, files, pipelines and more.
- Visual pipeline
A clear, customizable view of your sales funnel.
- Tasks & task suggestions
Never drop the ball on a lead again.
- Team sharing
Collaborate with your team flawlessly.
- Custom fields
Keep track of all of the customer data you can imagine.
- Search
Find everything you need instantly.
- Live notifications
Get up-to-date notifications whenever, wherever, on any device.
- Insights dashboard
Master the numbers.
- Email and web tracking
Get the full picture of how leads and customers are interacting with your company.
- Relationships
Easily see who your colleagues already know - and who they know best.
- Lead scoring/hotness alerts
Identify and prioritize your leads with hotness alerts.
- Bulk emails
Send personalized follow-up emails at scale.
- Automated address book
Fully automate your contact and company info - stop manual entry of contact and company data.
- Automated timelines
Your timelines are synced with your email, calendar meetings and phone call history.
- Automated file repository
Keep handy document folders for your customers effortlessly.
- Timeline with Twitter updates
Always have the latest news on your customers handy through their social profiles.
- Send automated emails based on triggers
Automate your email follow-up based on triggers that you can directly set up in the CRM.
- Email sidebars for Gmail & Outlook
Use Salesflare without leaving your email inbox.
- Mobile app for iPhone &Android
Finally, a CRM app that offers full functionality from your phone.
- REST API
It’s simple: Salesflare’s API can be connected to any other app.
- 1000+ integrations
Salesflare offers native integrations and access to 1000+ app integrations through Zapier, PieSync and Blendr as well as natively.
Organize your leads, forecast revenue & improve your sales process - for free.
Available right in Excel.
Don't let deals slip away, use Excel as a CRM.
How Salesflare makes sales funnel management simple:
