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Excel CRM Template

5.0 (2 reviews)

Excel CRM Template will allow you to track your tasks and their status, manage customer relations, and schedule your appointments and meetings!


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Customer Relationship Management is always a crucial part of your business to build long-lasting relationships with your customers since it helps to create and improve customer loyalty. It is one of the main factors of a company’s revenue. Our CRM template in Excel will help you to grow your sales, increase customer retention, and plan your future moves.


Excel CRM Template Features:

Our CRM template will help you to track your tasks, schedule your work, and remember about all your appointments and meetings using Excel as a CRM. The template contains four sections with data input and dashboard/statistics to analyze your data.


This section is where you define all your settings, set up your process steps, and input your sales agents. Specifying the settings is a very important step to start work with the template. Additionally, to get a clear demonstration in the Process Pipeline section, you can give specific colors according to the level of task importance you entered. By determining the lead statuses, it will be easy to observe all current situations of the works that you have.



This section is the database that involves your customers or leads information. By filling the Status column, you can easily track your current and potential customers at the same time. Additionally, this address book helps you to keep contact information related to your leads, prospects, and customers.



After you fill the necessary parts in the previous sections, it will be easy to make your plans and assign them to one of the customers from your address book. In the Define Task section, you can create a task and write short information about the goal of that task. You can set it as open when the task is active or close when you want to deactivate.



If you select an active option for the task in the Define tasks section, you can reach the task here. Tasks and Process Records section helps you to follow up on created tasks. You can take notes, plan meetings, and define the next steps by filling the Stage column. Remember to add a date next to each action. Furthermore, any time you can filter the list by the task ID or a responsible sales agent.


In the CRM Template, there are created a few helpful output tools based on all your previous inputs.


In this section, you can see all waiting tasks in the form of Kanban cards. You can filter specific tasks by their attributes like importance, lead source, customer, or responsible salesperson.


You can also track similar information in the form of a calendar. That way it will be easy to follow your appointments and set your other plans by displaying the spare times you have.

The last two sections are in the form of a dashboard showing graphically all the actions and results. At the same time, these sections allow monitoring salesman performances and control process flow results.



In this section, you can analyze consolidated data per each of your sales agents and compare their work occupancy.  All of the charts can be filtered by date and sales agent.



In this section, you can process all flow analysis. Additionally, the charts can be filtered by date, closed, or open tasks. You will be able to see where are you losing most of your leads/tasks and what is a source of most of your clients.


Excel CRM Template Features Summary:

  • Manage all your customer relations
  • CRM System in spreadsheet
  • Observe tasks in a Chart and in the form of Kanban boards
  • Informational notes included
  • No installation needed. Ready to use.
  • Works both on Mac and Windows
  • Compatible with Excel 2013 and later versions
  • Does not include any VBA macros

This CRM template is ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.


Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.



2 reviews for Excel CRM Template

  1. Gush

    Great dashboard and calendar sheet. Easy to navigate to all sections and it is a relatively simple tool to use compared to software. But, I am just struggling with the process pipeline section and need help.

    I am trying to figure out how should I use the options on the top. I clicked blank just under the customer and all data is gone. How do I get it back?

    • Someka

      Hi Gush,

      First of all, thanks a lot for your interest and valuable feedback!

      The small selection tables on the top are called “Slicer” in Excel. You should clear the selection you made previously on the Slicer tab to be able to see the whole options again. There is a clear filter option on the right top corner of each table. When you click these buttons, all options start to reappear.

      Hope that helps! Best regards,

    • Gush

      It worked! Thanks a lott

  2. Igor S

    We tried many alternatives, but the simplicity and ability to be easily interchangeable won us over. Task lists, Kanban Style board, Time/status tracking, and calendar view all work well.

    It would have been better if the existing one was integrated with an invoice template. But, it is good anyways. Thanks!

    • Someka

      Hi Igor, we are happy to hear that!

      The existing template doesn’t have an invoice section as you said. But, we will consider this recommendation for future updates. For integrating an invoice to the CRM template, you should apply our customization process for now.

      You can even find an invoice template according to your needs from this section: Invoice Templates

      For further questions and comments please do not hesitate to contact us! Regards,

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