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Excel CRM Template

4.71 (7 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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TEMPLATE DESCRIPTION

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.

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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.

SETTINGS:

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.

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ADDRESS BOOK:

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.

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DEFINE TASKS (TASK LIST):

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.

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TASKS AND PROCESS RECORDS:

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.

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

PROCESS PIPELINE:

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.

CALENDAR:

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.

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SALESMAN PERFORMANCE:

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.

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TASK CONVERSION:

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.

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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.

PRODUCT VIDEO

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

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

7 reviews for Excel CRM Template

  1. loai

    very good

  2. Edmund Alloisius Stramiss

    Don’t you have something on Accounting Monitoring and Report writing up to Annual Financial Statement ? I want to speed up whole process without wasting time.

    • Someka

      Hi Edmund,

      Have you visited our Accounting & Finance Templates section?

      We are sure that you can find something that will be useful for you. For further questions please do not hesitate to contact us.

      Regards,

  3. Hoang Phan

    Someka CRM is a great system, with a well-done balances between simplicity and effectiveness. It takes sometimes to complete the setup information, but once done it works really well. It helps me to monitor all the tasks / projects, progress. The calendar is quite useful, and the track of salesman performance and conversion rate is very intuitive with well-designed charts. I just can say: this is definitely a well-spent investment for me.

    • Someka

      Hi Hoang,
      We are happy to receive such a comment! Appreciated!

      Best regards,

  4. 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

  5. Galiac

    This CRM template is quite useful when we compared it with other software. I do not have a lot of information about using complicated software so I always prefer to be in my safe zone which is Excel. So, thanks guys it worked for me almost the same as professional software.

    But, please also confirm that if this crm template can be combined with an invoice template like you created for Excel. So, it might be great for sales crm.

    • Someka

      Hi Galiac,

      Thanks a lot for your interest and kind words! We are happy to hear that this template works well for you.

      Yes! It can be combined with an invoice template to increase the scope of the existing CRM template. Our development team contacted you to talk further about this customization process, please check your mailbox. Thanks a lot!

  6. 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,

  7. Sam J Dransfield

    Hi, recently bought and downloaded the CRM spreadsheet but have found that a lot of the internal hyperlinks do not work on Google Sheets. We all work from Chromebooks and this spreadsheet would have been so helpful but unfortunately we can’t use the internal functions. Thanks.

    • Someka

      Hi Sam,

      Thanks for your interest!

      We develop and test our templates only for Microsoft Excel. Some of our simple templates may work in other spreadsheet software as well. But we cannot guarantee if all the features will work though, as we don’t test them in Google Sheets or OpenOffice. For detailed information: Do your templates work with Google Sheets or OpenOffice?

      Some of the features of the CRM template might not work properly on Google Sheets (such as slicer etc.). So, we recommend that use the template on Microsoft Excel.

      For further questions please do not hesitate to contact us anytime!

    • Sam J Dransfield

      Hi, thanks for your explanation. We will think about this.

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