CRM Template in Excel for Small Businesses
Need a CRM but not ready for dedicated software? Our Excel CRM template gives you basic customer management without monthly costs.
What is included?
- ✓ Customer register — contact info, segmentation, customer status
- ✓ Sales pipeline — leads with status, deal value, probability, next action
- ✓ Interaction log — calls, meetings, e-mail with automatic timestamp
- ✓ Sales dashboard — pipeline value, conversion rate, deal size
- ✓ Reporting features — monthly report, lead source analysis, customer value analysis
For which companies?
- Small businesses with 10–200 customers
- B2B companies with 5–30 deals/month
- Consultancies and service companies
- Startups without a budget for CRM software
When you grow beyond ~200 customers or 3+ salespeople, we recommend a dedicated CRM (HubSpot, Pipedrive).
Features
Complete customer overview
All information about a customer in one place: contact details, interaction history, deals and notes.
Pipeline visualisation
See all ongoing deals in one flow from first contact to close.
Automatic reports
The dashboard updates automatically when you add data.
Reminders
Conditional formatting highlights follow-ups that are overdue or soon due.
Honest communication — limitations
An Excel CRM cannot do: automatic e-mail integration, multiple simultaneous users, a mobile app, advanced automation. When you reach these limitations — contact us for help migrating to a dedicated CRM.
