How to Use Excel as a CRM with Template - Smartsheet
May 28, 2025 · Learn how to create a CRM in Excel with a step-by-step guide, a free template, expert tips, and a CRM formula cheat sheet.
How to Build a Simple CRM in Excel That Actually Works
Sep 19, 2025 · For small businesses, freelancers, or startups, you can build a simple yet functional CRM directly in Excel. In this article, we show how to build a simple CRM in Excel that actually works.
How to Build a CRM in Excel (4 Easy Steps): Plus Our ... - Close
Jul 15, 2025 · Learn how to build a CRM in Excel with 4 simple steps. Download our free Excel CRM template to organize leads, track deals, and boost sales.
Free CRM template for Excel - Salesflare
Manage your contacts and sales opportunities in a CRM Excel template. Keep track of your sales opportunities in an Excel CRM. Track your new leads, revenue, active sales reps, conversion rate & …
Top 12 Free CRM Templates in Google Sheets & Excel
In this post, we compare 12 free spreadsheet CRM templates in Google Sheets and Excel. We provided links to download each of them as well as screenshots, so you don’t have to spend too much time …
How to build CRM in Excel (6 steps + Templates) | Stackby
May 9, 2023 · Using an Excel-based CRM can be a simple solution to a growing problem in your business. In this article, you will learn exactly how to use Excel as a CRM tool and whether it is really …
Excel CRM Template | Google Sheets CRM Template - Pipedrive
Do you suddenly have more leads than you can handle? Download our Excel CRM template and learn how to set up an Excel CRM to manage customer data effectively.