Free template
Free CRM template for Excel
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
Keep your leads in one place
Manage your contacts and sales opportunities in a CRM Excel template.
Customize your sales process
Keep track of your sales opportunities in an Excel CRM.
Analyze your sales pipeline
Track your new leads, revenue, active sales reps, conversion rate & more - updated automatically.
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.
How this Excel CRM template works:
Why do I need a CRM in Excel?
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.
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.
When you're tired of using Excel
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.
Award-winning CRM software
Salesflare has received numerous awards for its ease of use, ease of setup, ease of administration, and quality of support. These awards are based on hundreds of reviews by real users, who consistently rank Salesflare ahead of the competition.
How Salesflare makes selling easier
Sales tracking
Salesflare's sales CRM creates a clear overview for your team and proactively reminds you to follow up.
Email integration
Salesflare is built from the ground up to bring your two most important tools closer together.
Customizable dashboards
Easily analyze your sales data, extract valuable insights, and grow your sales revenue.
Mobile app
Track and manage your customers from anywhere with Salesflare's powerful mobile CRM app.
Team collaboration
Collaborate more easily around customers by having Salesflare bring everything together in one place.
Take control of your sales pipeline
Visual sales pipeline
Automated email sequences
Lead finder
Relationship intelligence
Visual sales pipeline
Automated email sequences
Lead finder
Relationship intelligence
