CRM EXCEL TEMPLATE

Description

Here’s a professional, customer-focused rewrite of your CRM Excel Template description. It highlights trustworthiness, business value, and ease of use while keeping it engaging and structured for your audience:

Strong customer relationships are the foundation of long-term business success. Our CRM Excel Template is designed to help you strengthen customer loyalty, increase sales, and improve retention—all while giving you a simple, cost-effective way to manage your contacts, tasks, and sales pipeline directly in Excel.

Why Choose This CRM Template?

Unlike complex and expensive CRM software, this ready-to-use Excel solution is affordable, intuitive, and fully customizable. It allows you to:

• Centralise customer and lead information

• Streamline sales and communication processes

• Track tasks, meetings, and follow-ups

• Monitor sales team performance with real-time dashboards

• Maximise revenue through lead conversion, segmentation, and upselling strategies

Perfect for small businesses, startups, and sales teams, this template ensures you never miss an opportunity in your customer journey.

Key Features

✔ Settings Section – Define process steps, assign sales agents, and customise lead statuses with colour-coded indicators.
✔ Address Book – Store customer details (name, email, phone, company, etc.) and track lead status with ease.
✔ Task Management – Create and assign tasks, log actions, and track progress through open and closed task statuses.
✔ Process Pipeline (Kanban View) – Visualise tasks as Kanban cards, filtered by importance, lead source, customer, or sales agent.
✔ Calendar Integration – Plan and track meetings, appointments, and follow-ups with monthly and yearly filters.
✔ Performance Dashboards – Analyse sales performance, task conversions, and process flow with dynamic charts and reports.

Tasks and Process Records:

If you select an active option for the task in the Define tasks section, you can reach the task here. The tasks and Process Records section helps you to follow up on the 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, at any time, you can filter the list by the task ID or a responsible sales agent.

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

CRM Template – 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. In addition, here you may use specific filters for month & year, stages, and salesman.

Furthermore, for ease of use, filters are positioned for a detailed view and time range of tasks to be included in the calendar.

Benefits for Your Business

• Boost Productivity: Give your sales team a clear view of priorities and opportunities.

• Improve Collaboration: Keep everyone aligned with shared access to customer and task data.

• Increase Conversions: Identify where leads drop off and optimise your sales funnel.

• Stay Organised: Manage contacts, contracts, commissions, and follow-ups in one place.

• No Learning Curve: Start immediately—no installations, training, or extra tools required.

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 in Excel CRM template can be filtered by date and sales agent.

Efficiently manage commissions and contracts through the CRM, providing your team with a seamless experience from lead generation to closing deals, enhancing productivity and profitability.

Task Conversion:

In this section, you can process all flow analyses. 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.

Experience the power of integrated collaboration and commission tracking, facilitating smooth transactions and interactions with customers, from initial contact to finalized contract.

Technical Details

• Ready-to-use Excel file, no installation needed

• Works on both Mac & Windows (Excel 2013 and later)

• No VBA or macros included

• Print-ready and customizable to your needs

With the CRM Excel Template, you’ll have everything you need to organize customer data, track sales activities, and make smarter business decisions.

Build stronger relationships, close more deals, and grow your business—all in one powerful Excel tool.