Free CRM Spreadsheet Template for Excel and Google Sheets

This free CRM template is perfect when you're just starting out with customer relationship management. Use it if you're:

✓ Managing your first 25-50 customers or leads The template comfortably handles this volume with 1-2 hours of weekly maintenance. Once you're tracking more than 50 active relationships, manual updates become time-consuming.

✓ In your first 2-6 months of business Most entrepreneurs use this spreadsheet approach while they're still figuring out their sales process. It helps you understand what customer data actually matters before committing to CRM software.

✓ Testing your sales workflow Use the template to experiment with different sales stages, contact fields, and follow-up schedules. This learning period is valuable - you'll know exactly what features you need when you're ready for automated software.

✓ Bootstrapping with limited budget The template is completely free and works in tools you already have (Excel, Google Sheets). It's perfect while you're keeping costs minimal.

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.

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 immediately after interactions

Don't wait until end of week to update your CRM spreadsheet. 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.

Keep notes brief but specific

Include what was discussed (specific products/services), what was needed (quantities, features, timeline), who are involved in the decision-making, next steps and concerns. 2-3 sentences are enough, capture the essentials.