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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!

    Download Free Template

    Available for Excel & Google Sheets

    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.

    Benefits of a CRM template

    A CRM spreadsheet template helps businesses manage information related to customer relationships, including potential leads, sales opportunities, and customer interactions. By opting for a ready-made template, you can expect the following benefits:

    • Ease of use: A CRM spreadsheet template gives your business a head start. Instead of building your in-house blueprint from scratch, you can make a copy of the CRM template in Google Sheets or Excel and start reaping the benefits.
    • Customization: With a CRM template in Google Sheets or Excel, you have the flexibility to customize it to meet your business’s needs. You can adjust fields, add different data entry formats, and change layouts to find what works for you.
    • Accessibility: Opting for a CRM template in a cloud-based solution, such as Google Sheets, allows for easy access from any device. As a result, you can encourage collaboration among your workforce.

    How to fill out a CRM template

    While a CRM template kick-starts your sales strategy, you’ll still need to input your data to start reaping its benefits. 

    1. Customize the template

    Adjust the template to meet your business requirements. Add or remove fields, customize categories, and tweak the processes to align with your sales pipelines.

    2. Enter customer data

    Input customer data into the template, including names, email addresses, phone numbers, and company details. Plus, enter information like the communication channel, concerned topic, and account managers.

    3. Configure follow-up tasks

    Use the CRM spreadsheet template to assign follow-up tasks and set due dates and reminders.

    Alternatively, if you want something more powerful, you can use HubSpot’s free CRM software to keep track of your contacts.

    Using a CRM template: Best practices

    After populating the CRM template with your business data, follow these best practices to use it properly.

    Generate reports

    Use the data inputted in the template to visualize customer trends, track sales performance, and identify areas of improvement. You can leverage these insights to optimize your customer relationship management.

    Update records

    Update your customer records regularly—add new contacts, update existing contacts, and record recent transactions—to ensure accuracy.

    Train staff

    Provide training on how to use the CRM spreadsheet template. Plus, create relevant guidelines for consistent data entry to avoid running into data quality issues.

    Frequently Asked Questions

    Yes, HubSpot’s CRM template for Excel and Google Sheets is completely free. 

    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.

    Yes, you can use a CRM template to start managing customer relationships. That said, you’ll need to switch to dedicated software like HubSpot’s free CRM platform later on for automated workflows, advanced reporting, and real-time collaboration.

    To use HubSpot’s CRM template in Excel, first, click Download template. Afterward, you can open the template in Microsoft Excel to customize it as required.

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