Why Pay for a CRM When These Ones Are Free?
In need of good, free Customer Relationship Management (CRM) tools? Stop, search no more.
Especially if you’re new to customer relationship management, Excel spreadsheets will do. After all, everybody knows how to use Excel and you might not need all the functionalities of a full sales CRM tool-suite.
In this article, you’ll find links to the best 24 CRM templates in Excel currently available on the web. The great majority addresses specific aspects of customer relationship management. A few are more of an all-in-one CRM tool. But all the spreadsheets are simple to use and work perfectly, I tested them one by one.
Use these tried-and-true free Excel CRM templates.
Free, easy!
CRM, 25+ Free Excel Templates
The best free CRM Excel templates on the web right now
CRM Templates
Sales CRM Templates
- Sales CRM Template — Download Here
- Sales Tracking Template — Download Here
- Sales Lead Template — Download Here
- Sales Pipeline Template — Download Here
- Sales Funnel Template — Download Here
Sales Dashboard Templates
- Sales Management Dashboard Template — Download Here
- Sales Tracking Dashboard Template — Download Here
- Sales and Marketing Dashboard Template — Download Here
- Sales Report Dashboard Template — Download Here
- Sales Pipeline Dashboard Template — Download Here
- Retail Sales Dashboard Template — Download Here
- Sales Metrics Dashboard Template — Download Here
- Sales Executive Dashboard Template — Download Here
- Sales Performance Dashboard Template — Download Here
- Sales Team Dashboard Template — Download Here
- Sales Analysis Dashboard Template — Download Here
- Sales KPI Dashboard Template — Download Here
- Sales Analytics Dashboard Template — Download Here
Marketing Templates
- Customer Acquisition Strategy Template — Download Here
- Marketing Plan Template — Download Here
- Social Media Report Template — Download Here
Real Estate CRM Templates
- Real Estate Lead Tracking Spreadsheet Template — Download Here
- Real Estate Calendar with Lead Tracking 2022, 2023, 2024, 2025, 2026 — Download Here