skip to Main Content

CRM Excel Templates Bundle

Bundle pack for CRM Templates in Excel. All uniquely designed, printable, professional spreadsheets for customer support. Ready for use.

Special Bundle Price

25% Discount - 6 templates in one package!



Learn more about License Types

Someka refunds icon


Someka one time payment icon


Someka direct download icon



If you want to manage your customer relations in the best way, get our CRM Excel Templates Bundle! These tools are must-haves for customer support, sales, marketing, and customer success departments!

Indeed, all are ready-to-use Excel files, no need to install any other software. Moreover, with a special discount!

What’s Included in the CRM Bundle?

In particular, there are 6 different CRM templates included in the bundle. So, please see below the whole list of the package.


  • Buyer Persona Excel Template


    Customer persona template in Excel. Visualize your user profiles in ready-made formats. Different design options. Printable and sleek persona sheets.

  • Customer Database Excel Template


    Client dashboard in Excel. Track and analyze your customer data with interactive charts and filters. No installation needed. Ready to use.

  • Excel CRM Template


    Easy-to-use yet powerful CRM Template in Excel. Track your tasks, customers, meetings with a kanban dashboard and calendar. Works in Mac & Windows.

  • CRM KPI Dashboard Excel Template


    KPI spreadsheet for customer relations. Track your key metrics with monthly and cumulative analysis. Printable dashboard with charts. All in Excel.

  • Customer Follow Up Sheet in Excel


    Lead tracking has never been easier! Customer follow up sheet is an easy-to-use Excel spreadsheet template to record & monitor key prospect data.

  • Event Calendar Excel Template


    Interactive event calendar in Excel. All-in-one spreadsheet to track your activities. With dynamic calendar view. Works on Mac and Windows.

Can I try the templates for free before I purchase the CRM bundle?

Sure thing! To emphasize, we have free versions of each template in this CRM toolkit. So, click on the product links above to go to the template page and download the free version to give it a try.

Note: Our template pages also include a detailed explanation about how to use each template with tutorial videos!

What if I have more questions later on about templates?

Do you want to know more? Please contact us here or live chat support.

CRM Excel Templates Bundle Summary:

  1. Customer Database Excel Template
  2. Customer Follow Up Sheet in Excel
  3. Excel CRM Template
  4. CRM KPI Dashboard Excel Template
  5. Buyer Persona Excel Template
  6. Event Calendar Excel Template

This CRM Bundle consists of Excel Templates and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.