CRM TEMPLATE

Table of Contents

15 Best CRM Templates in Excel for Small Businesses

Hello Friends,

Customer Relationship Management (CRM) is an essential aspect of every business. It involves managing the interactions between a business and its customers, in order to improve customer satisfaction and loyalty. A good CRM strategy involves collecting, analyzing and using customer data to make informed business decisions. Excel is a commonly used tool for managing customer data, and there are several CRM templates available in Excel that can help small businesses improve their customer relationships. In this article, we will discuss the 15 best CRM templates in Excel for small businesses.

1. Free Excel CRM Template for Small Business – Vertex42

One of the best CRM templates in Excel for small businesses is the free Excel CRM Template for Small Business by Vertex42. This template is designed for small businesses that need a simple CRM tool to manage customer data, contacts, and sales transactions. The template includes separate sheets for managing customer data, contacts, and sales transactions, as well as a dashboard that provides a summary of sales performance. The template is easy to use, customizable, and comes with detailed instructions on how to use it.

Features of Free Excel CRM Template for Small Business – Vertex42

The Free Excel CRM Template for Small Business by Vertex42 comes with several features that make it an ideal choice for small businesses. These features include:

  • Easy-to-use interface
  • Separate sheets for customer data, contacts, and sales transactions
  • A dashboard that provides a summary of sales performance
  • Customizable fields that can be tailored to specific business needs
  • Detailed instructions on how to use the template

How to Use Free Excel CRM Template for Small Business – Vertex42

To use the Free Excel CRM Template for Small Business by Vertex42, follow these steps:

  1. Download the template from the Vertex42 website
  2. Open the template in Excel
  3. Input customer data, contacts, and sales transactions into the appropriate sheets
  4. Use the dashboard to track sales performance
  5. Customize fields as needed to meet specific business needs

2. CRM Excel Template – TemplateLab

Another great CRM template in Excel for small businesses is the CRM Excel Template by TemplateLab. This template is designed for businesses that need a more robust CRM tool to manage customer data, contacts, and sales transactions. The template includes separate sheets for managing customer data, contacts, sales transactions, activities, and leads, as well as a dashboard that provides a summary of sales performance.

Features of CRM Excel Template – TemplateLab

The CRM Excel Template by TemplateLab comes with several features that make it an ideal choice for businesses that need a more robust CRM tool. These features include:

  • Separate sheets for customer data, contacts, sales transactions, activities, and leads
  • A dashboard that provides a summary of sales performance
  • Customizable fields that can be tailored to specific business needs
  • Detailed instructions on how to use the template
  • A user-friendly interface

How to Use CRM Excel Template – TemplateLab

To use the CRM Excel Template by TemplateLab, follow these steps:

  1. Download the template from the TemplateLab website
  2. Open the template in Excel
  3. Input customer data, contacts, sales transactions, activities, and leads into the appropriate sheets
  4. Use the dashboard to track sales performance
  5. Customize fields as needed to meet specific business needs

3. CRM Template in Excel – Vertex42

The CRM Template in Excel by Vertex42 is another great option for small businesses looking for a simple CRM tool. This template is designed to help businesses manage customer data, contacts, and sales transactions. The template includes separate sheets for managing customer data, contacts, and sales transactions, as well as a dashboard that provides a summary of sales performance.

Features of CRM Template in Excel – Vertex42

The CRM Template in Excel by Vertex42 comes with several features that make it an ideal choice for small businesses. These features include:

  • Separate sheets for customer data, contacts, and sales transactions
  • A dashboard that provides a summary of sales performance
  • Customizable fields that can be tailored to specific business needs
  • Detailed instructions on how to use the template
  • A user-friendly interface

How to Use CRM Template in Excel – Vertex42

To use the CRM Template in Excel by Vertex42, follow these steps:

  1. Download the template from the Vertex42 website
  2. Open the template in Excel
  3. Input customer data, contacts, and sales transactions into the appropriate sheets
  4. Use the dashboard to track sales performance
  5. Customize fields as needed to meet specific business needs

4. Simple CRM Template for Excel – Spreadsheet123

The Simple CRM Template for Excel by Spreadsheet123 is a basic CRM tool designed for small businesses. The template includes separate sheets for managing customer data, contacts, and sales transactions, as well as a dashboard that provides a summary of sales performance.

Features of Simple CRM Template for Excel – Spreadsheet123

The Simple CRM Template for Excel by Spreadsheet123 comes with several features that make it an ideal choice for small businesses. These features include:

  • Separate sheets for customer data, contacts, and sales transactions
  • A dashboard that provides a summary of sales performance
  • Customizable fields that can be tailored to specific business needs
  • Detailed instructions on how to use the template
  • A user-friendly interface

How to Use Simple CRM Template for Excel – Spreadsheet123

To use the Simple CRM Template for Excel by Spreadsheet123, follow these steps:

  1. Download the template from the Spreadsheet123 website
  2. Open the template in Excel
  3. Input customer data, contacts, and sales transactions into the appropriate sheets
  4. Use the dashboard to track sales performance
  5. Customize fields as needed to meet specific business needs

5. Basic CRM Template for Excel – Spreadsheet123

The Basic CRM Template for Excel by Spreadsheet123 is another simple CRM tool designed for small businesses. The template includes separate sheets for managing customer data, contacts, and sales transactions, as well as a dashboard that provides a summary of sales performance.

Features of Basic CRM Template for Excel – Spreadsheet123

The Basic CRM Template for Excel by Spreadsheet123 comes with several features that make it an ideal choice for small businesses. These features include:

  • Separate sheets for customer data, contacts, and sales transactions
  • A dashboard that provides a summary of sales performance
  • Customizable fields that can be tailored to specific business needs
  • Detailed instructions on how to use the template
  • A user-friendly interface

How to Use Basic CRM Template for Excel – Spreadsheet123

To use the Basic CRM Template for Excel by Spreadsheet123, follow these steps:

  1. Download the template from the Spreadsheet123 website
  2. Open the template in Excel
  3. Input customer data, contacts, and sales transactions into the appropriate sheets
  4. Use the dashboard to track sales performance
  5. Customize fields as needed to meet specific business needs

6. CRM Dashboard Template for Excel – Smartsheet

The CRM Dashboard Template for Excel by Smartsheet is a powerful CRM tool designed for businesses that need a comprehensive CRM solution. The template includes separate sheets for managing customer data, contacts, sales transactions, tasks, and reports, as well as a dashboard that provides a summary of sales performance.

Features of CRM Dashboard Template for Excel – Smartsheet

The CRM Dashboard Template for Excel by Smartsheet comes with several features that make it an ideal choice for businesses that need a comprehensive CRM solution. These features include:

  • Separate sheets for customer data, contacts, sales transactions, tasks, and reports
  • A dashboard that provides a summary of sales performance
  • Customizable fields that can be tailored to specific business needs
  • Detailed instructions on how to use the template
  • A user-friendly interface

How to Use CRM Dashboard Template for Excel – Smartsheet

To use the CRM Dashboard Template for Excel by Smartsheet, follow these steps:

  1. Download the template from the Smartsheet website
  2. Open the template in Excel
  3. Input customer data, contacts, sales transactions, tasks, and reports into the appropriate sheets
  4. Use the dashboard to track sales performance
  5. Customize fields as needed to meet specific business needs

7. Sales CRM Template for Excel – Smartsheet

The Sales CRM Template for Excel by Smartsheet is a comprehensive CRM tool designed specifically for sales teams. The template includes separate sheets for managing customer data, contacts, sales transactions, tasks, and reports, as well as a dashboard that provides a summary of sales performance.

Features of Sales CRM Template for Excel – Smartsheet

The Sales CRM Template for Excel by Smartsheet comes with several features that make it an ideal choice for sales teams. These features include:

  • Separate sheets for customer data, contacts, sales transactions, tasks, and reports
  • A dashboard that provides a summary of sales performance
  • Customizable fields that can be tailored to specific business needs
  • Detailed instructions on how to use the template
  • A user-friendly interface

How to Use Sales CRM Template for Excel – Smartsheet

To use the Sales CRM Template for Excel by Smartsheet, follow these steps:

  1. Download the template from the Smartsheet website
  2. Open the template in Excel
  3. Input customer data, contacts, sales transactions, tasks, and reports into the appropriate sheets
  4. Use the dashboard to track sales performance
  5. Customize fields as needed to meet specific business needs

8. CRM Template for Excel – HubSpot

The CRM Template for Excel by HubSpot is a free, simple CRM tool designed for small businesses. The template includes separate sheets for managing customer data, contacts, sales transactions, and tasks.

Features of CRM Template for Excel – HubSpot

The CRM Template for Excel by HubSpot comes with several features that make it an ideal choice for small businesses. These features include:

  • Separate sheets for customer data, contacts, sales transactions, and tasks
  • Customizable fields that can be tailored to specific business needs
  • A user-friendly interface

How to Use CRM Template for Excel – HubSpot

To use the CRM Template for Excel by HubSpot, follow these steps:

  1. Download the template from the HubSpot website
  2. Open the template in Excel
  3. Input customer data, contacts, sales transactions, and tasks into the appropriate sheets
  4. Customize fields as needed to meet specific business needs

9. CRM Template for Excel – Microsoft

The CRM Template for Excel by Microsoft is a free, customizable CRM tool designed for small businesses. The template includes separate sheets for managing customer data, contacts, sales transactions, tasks, and events.

Features of CRM Template for Excel – Microsoft

The CRM Template for Excel by Microsoft comes with several features that make it an ideal choice for small businesses. These features include:

  • Separate sheets for customer data, contacts, sales transactions, tasks, and events
  • A dashboard that provides a summary of sales performance
  • Customizable fields that can be tailored to specific business needs
  • Detailed instructions on how to use the template
  • A user-friendly interface

How to Use CRM Template for Excel – Microsoft

To use the CRM Template for Excel by Microsoft, follow these steps:

  1. Download the template from the Microsoft website
  2. Open the template in Excel
  3. Input customer data, contacts, sales transactions, tasks, and events into the appropriate sheets
  4. Use the dashboard to track sales performance
  5. Customize fields as needed to meet specific business needs

10. CRM Pipeline Template for Excel – InsightSquared

The CRM Pipeline Template for Excel by InsightSquared is a powerful CRM tool designed for businesses that need a comprehensive CRM solution. The template includes separate sheets for managing customer data, contacts, sales transactions, tasks, events, and reports, as well as a dashboard that provides a summary of sales performance.

Features of CRM Pipeline Template for Excel – InsightSquared

The CRM Pipeline Template for Excel by InsightSquared comes with several features that make it an ideal choice for businesses that need a comprehensive CRM solution. These features include:

  • Separate sheets for customer data, contacts, sales transactions, tasks, events, and reports
  • A dashboard that provides a summary of sales performance
  • Customizable fields that can be tailored to specific business needs
  • Detailed instructions on how to use the template
  • A user-friendly interface

How to Use CRM Pipeline Template for Excel – InsightSquared

To use the CRM Pipeline Template for Excel by InsightSquared, follow these steps:

  1. Download the template from the InsightSquared website
  2. Open the template in Excel
  3. Input customer data, contacts, sales transactions, tasks, events, and reports into the appropriate sheets
  4. Use the dashboard to track sales performance
  5. Customize fields as needed to meet specific business needs

11. Free CRM Template for Excel – Zoho

The Free CRM Template for Excel by Zoho is a free, customizable CRM tool designed for small businesses. The template includes separate sheets for managing customer data, contacts, sales transactions, tasks, and events.

Features of Free CRM Template for Excel – Zoho

The Free CRM Template for Excel by Zoho comes with several features that make it an ideal choice for small businesses. These features include:

  • Separate sheets for customer data, contacts, sales transactions, tasks, and events
  • A dashboard that provides a summary of sales performance
  • Customizable fields that can be tailored to specific business needs
  • Detailed instructions on how to use the template
  • A user-friendly interface

How to Use Free CRM Template for Excel – Zoho

To use the Free CRM Template for Excel by Zoho, follow these steps:

  1. Download the template from the Zoho website
  2. Open the template in Excel
  3. Input customer data, contacts, sales transactions, tasks, and events into the appropriate sheets
  4. Use the dashboard to track sales performance
  5. Customize fields as needed to meet specific business

    Ready to optimize your backlinks for achievement? Tap here to leverage the finest link enhancement solutions on Fiverr and boost your site to greater heights of credibility and visibility!