{"id":2058,"date":"2026-01-31T00:14:59","date_gmt":"2026-01-31T00:14:59","guid":{"rendered":"https:\/\/www.exceldepartment.com\/?page_id=2058"},"modified":"2026-10-31T12:34:45","modified_gmt":"2026-10-31T12:34:45","slug":"crm-template-excel-small-businesses","status":"publish","type":"page","link":"https:\/\/www.exceldepartment.com\/en\/crm-template-excel-small-businesses\/","title":{"rendered":"CRM Template in Excel for Small Businesses"},"content":{"rendered":"<h1>CRM Template in Excel for Small Businesses<\/h1>\n<p style=\"font-size: 20px;\">Need a CRM but not ready for dedicated software? Our Excel CRM template gives you basic customer management without monthly costs.<\/p>\n<h2>What is included?<\/h2>\n<ul>\n<li>\u2713 Customer register \u2014 contact info, segmentation, customer status<\/li>\n<li>\u2713 Sales pipeline \u2014 leads with status, deal value, probability, next action<\/li>\n<li>\u2713 Interaction log \u2014 calls, meetings, e-mail with automatic timestamp<\/li>\n<li>\u2713 Sales dashboard \u2014 pipeline value, conversion rate, deal size<\/li>\n<li>\u2713 Reporting features \u2014 monthly report, lead source analysis, customer value analysis<\/li>\n<\/ul>\n<h2>For which companies?<\/h2>\n<ul>\n<li>Small businesses with 10\u2013200 customers<\/li>\n<li>B2B companies with 5\u201330 deals\/month<\/li>\n<li>Consultancies and service companies<\/li>\n<li>Startups without a budget for CRM software<\/li>\n<\/ul>\n<p><em>When you grow beyond ~200 customers or 3+ salespeople, we recommend a dedicated CRM (HubSpot, Pipedrive).<\/em><\/p>\n<h2>Features<\/h2>\n<h3>Complete customer overview<\/h3>\n<p>All information about a customer in one place: contact details, interaction history, deals and notes.<\/p>\n<h3>Pipeline visualisation<\/h3>\n<p>See all ongoing deals in one flow from first contact to close.<\/p>\n<h3>Automatic reports<\/h3>\n<p>The dashboard updates automatically when you add data.<\/p>\n<h3>Reminders<\/h3>\n<p>Conditional formatting highlights follow-ups that are overdue or soon due.<\/p>\n<h2>Honest communication \u2014 limitations<\/h2>\n<p>An Excel CRM <strong>cannot<\/strong> do: automatic e-mail integration, multiple simultaneous users, a mobile app, advanced automation. When you reach these limitations \u2014 contact us for help migrating to a dedicated CRM.<\/p>\n<h2>Download the CRM template for free<\/h2>\n<div class=\"fusion-form fusion-form-builder fusion-form-form-wrapper fusion-form-2379\" style=\"--awb-tooltip-text-color:#ffffff;--awb-tooltip-background-color:#333333;\" data-form-id=\"2379\" data-config=\"{&quot;form_id&quot;:2379,&quot;form_post_id&quot;:2379,&quot;post_id&quot;:2058,&quot;form_type&quot;:&quot;ajax&quot;,&quot;confirmation_type&quot;:[&quot;redirect&quot;],&quot;redirect_url&quot;:&quot;https:\\\/\\\/www.exceldepartment.com\\\/en\\\/thank-you-for-your-download-gantt\\\/&quot;,&quot;redirect_timeout&quot;:&quot;0&quot;,&quot;field_labels&quot;:{&quot;fornamn&quot;:&quot;First name&quot;,&quot;efternamn&quot;:&quot;Last name&quot;,&quot;epost&quot;:&quot;Email address&quot;,&quot;samtycke&quot;:&quot;Consent&quot;},&quot;field_logics&quot;:{&quot;fornamn&quot;:&quot;&quot;,&quot;efternamn&quot;:&quot;&quot;,&quot;epost&quot;:&quot;&quot;,&quot;samtycke&quot;:&quot;&quot;,&quot;submit_1&quot;:&quot;&quot;},&quot;field_types&quot;:{&quot;fornamn&quot;:&quot;text&quot;,&quot;efternamn&quot;:&quot;text&quot;,&quot;epost&quot;:&quot;email&quot;,&quot;samtycke&quot;:&quot;consent&quot;,&quot;submit_1&quot;:&quot;submit&quot;},&quot;nonce_method&quot;:&quot;ajax&quot;,&quot;form_views&quot;:&quot;&quot;,&quot;form_views_counting&quot;:&quot;&quot;}\"><form action=\"https:\/\/www.exceldepartment.com\/en\/crm-template-excel-small-businesses\/\" target=\"_self\" method=\"post\" class=\"fusion-form fusion-form-2379\"><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:0px;--awb-padding-bottom:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:calc( 1200px + 0px );margin-left: calc(-0px \/ 2 );margin-right: calc(-0px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:0px;--awb-margin-bottom-large:20px;--awb-spacing-left-large:0px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:0px;--awb-spacing-left-medium:0px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:0px;--awb-spacing-left-small:0px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-form-field fusion-form-text-field fusion-form-label-above\" style=\"\" data-form-id=\"2379\"><div class=\"fusion-form-label-wrapper\"><label for=\"fornamn\">First name <abbr class=\"fusion-form-element-required\" title=\"required\">*<\/abbr><\/label><\/div><input type=\"text\" autocomplete=\"off\" name=\"fornamn\" id=\"fornamn\" value=\"\"  class=\"fusion-form-input\" required=\"true\" aria-required=\"true\" placeholder=\"E.g. Anna *\" data-holds-private-data=\"false\" minlength=\"0\"\/><\/div><div class=\"fusion-form-field fusion-form-text-field fusion-form-label-above\" style=\"\" data-form-id=\"2379\"><div class=\"fusion-form-label-wrapper\"><label for=\"efternamn\">Last name<\/label><\/div><input type=\"text\" autocomplete=\"off\" name=\"efternamn\" id=\"efternamn\" value=\"\"  class=\"fusion-form-input\" placeholder=\"E.g. Smith \" data-holds-private-data=\"false\" minlength=\"0\"\/><\/div><div class=\"fusion-form-field fusion-form-email-field fusion-form-label-above\" style=\"\" data-form-id=\"2379\"><div class=\"fusion-form-label-wrapper\"><label for=\"epost\">Email address <abbr class=\"fusion-form-element-required\" title=\"required\">*<\/abbr><\/label><\/div><input type=\"email\" autocomplete=\"off\" name=\"epost\" id=\"epost\" value=\"\"  class=\"fusion-form-input\" required=\"true\" aria-required=\"true\" placeholder=\"name@company.com *\" data-holds-private-data=\"false\"\/><\/div><div class=\"fusion-form-field fusion-form-consent-field fusion-form-label-above\" style=\"\" data-form-id=\"2379\"><div class=\"fusion-form-label-wrapper\"><label for=\"samtycke\">Consent <abbr class=\"fusion-form-element-required\" title=\"required\">*<\/abbr><\/label><\/div><div class=\"fusion-form-checkbox option-inline\"><input tabindex=\"\" id=\"samtycke\" type=\"checkbox\" value=\"1\" name=\"samtycke\" class=\"fusion-form-input\" required=\"true\" aria-required=\"true\"\/><label for=\"samtycke\"><\/label><\/div><\/div><div class=\"fusion-form-field fusion-form-submit-field fusion-form-label-above\" style=\"\" data-form-id=\"2379\"><div ><button type=\"submit\" class=\"fusion-button button-flat fusion-button-default-size button-default fusion-button-default button-1 fusion-button-span-no  button-default form-form-submit\" data-form-number=\"2379\" tabindex=\"\"><span class=\"fusion-button-text awb-button__text awb-button__text--default\">Send me the Excel file<\/span><\/button><\/div><\/div><\/div><\/div><\/div><\/div><\/form><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CRM Template in Excel for Small Businesses Need a CRM  [&#8230;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2058","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.exceldepartment.com\/en\/wp-json\/wp\/v2\/pages\/2058","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.exceldepartment.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.exceldepartment.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.exceldepartment.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.exceldepartment.com\/en\/wp-json\/wp\/v2\/comments?post=2058"}],"version-history":[{"count":0,"href":"https:\/\/www.exceldepartment.com\/en\/wp-json\/wp\/v2\/pages\/2058\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.exceldepartment.com\/en\/wp-json\/wp\/v2\/media?parent=2058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}