CRM for Excel & Google Sheets

Want to track your sales activities and customer interactions, but not quite ready for a CRM software solution? Our CRM spreadsheet is exactly what you need!

Want to track your sales activities and customer interactions, but not quite ready for a CRM software solution? Our CRM spreadsheet is exactly what you need!

Template Highlights

  • Download the CRM spreadsheet as an Excel workbook or in Google Sheets.
  • Begin by reading the instructions in the first tab called "Start Here."
  • Then, customize the Dropdowns in the Dropdowns tab to match your sales process.
  • Complete the missing information in the tabs called Organizations, Contacts, Opportunities, and Interactions. Be sure to keep them up to date.
  • Track your sales data in the Dashboard sheet. It shows your sales pipeline, the value of your open opportunities, number of contacts, and other essential information.

Frequently Asked Questions

What is a CRM spreadsheet?

    CRM stands for "customer relationship management." A CRM spreadsheet helps you keep track of your company's interactions with the people who buy your product or service. By analyzing the customer relationship data, you can leverage a CRM spreadsheet to improve your business processes and improve sales.

Is this template free?

    Sound too good to be true? This time it's not! Our templates are absolutely free. Just enter your contact information in the form on the right, and you can instantly download this template (along with all the other templates in this collection!) That’s it.

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These are templates provided for your convenience and use. Nothing on this page creates an attorney client relationship and is not legal advice. If you want professional information, please consult your own attorney.