May 28, 2025 · Learn how to create a CRM in Excel with a step-by-step guide, a free template, expert tips, and a CRM formula cheat sheet.

Jul 24, 2023 · Learn how to build a CRM in Excel with 4 simple steps. Download our free Excel CRM template to organize leads, track deals, and boost sales.

Nov 10, 2021 · Download a free CRM template for Excel - a simple Customer Relationship Management (CRM) system for small businesses.

Looking for an easy way to manage your leads in Excel? Use Salesflare’s free CRM template. Add custom stages, track metrics and improve your sales process.

May 9, 2023 · Using an Excel-based CRM can be a simple solution to a growing problem in your business. In this article, you will learn exactly how to use Excel as a CRM tool and whether it is …

Do you suddenly have more leads than you can handle? Download our Excel CRM template and learn how to set up an Excel CRM to manage customer data effectively.

Apr 4, 2025 · This article covers everything you need to know about using Excel to create a CRM from scratch, plus a free downloadable template.

In this training, I’ll show you exactly how to do that—from adding and managing contacts to storing important documents, setting reminders, and even sending emails—all within a single, …

In this post, we compare 12 free spreadsheet CRM templates in Google Sheets and Excel. We provided links to download each of them as well as screenshots, so you don’t have to spend …

Mar 3, 2025 · To that end, we’ve created this handy guide on how to build a CRM in Excel so that you can improve your fledgling business. For small businesses, Excel is a free and easy …