24 Epic CRM Templates for Excel, 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!

24 epic free crm excel templates free tipsographic main

CRM, 18 Free Excel Templates

The best free CRM Excel templates on the web right now


CRM Template

  1. CRM Template1  Download Here

Sales CRM Templates

  1. Sales CRM Template2  Download Here
  2. Sales Tracking Template3  Download Here
  3. Sales Lead Template4  Download Here
  4. Sales Pipeline Template5  Download Here
  5. Sales Funnel Template6  Download Here
  6. Sales Report Template7  Download Here
  7. Sales Forecast Template8  Download Here

Sales Dashboard Templates

  1. Sales Management Dashboard Template9  Download Here
  2. Sales Tracking Dashboard Template10  Download Here
  3. Sales and Marketing Dashboard Template11  Download Here
  4. Sales Report Dashboard Template12  Download Here
  5. Sales Pipeline Dashboard Template13  Download Here
  6. Retail Sales Dashboard Template14  Download Here
  7. Sales Metrics Dashboard Template15  Download Here
  8. Sales Executive Dashboard Template16  Download Here
  9. Sales Performance Dashboard Template17  Download Here
  10. Sales Team Dashboard Template18  Download Here
  11. Sales Analysis Dashboard Template19  Download Here
  12. Sales KPI Dashboard Template20  Download Here
  13. Sales Analytics Dashboard Template21  Download Here

Marketing Templates

  1. Marketing Plan Template22  Download Here
  2. Social Media Report Template23  Download Here

Real Estate CRM Template

  1. Real Estate Lead Tracking Spreadsheet Template24  Download Here

SOURCES:  1, 2, 3, 5, 6, 7, 8, 11 smartsheet.com, agilechamps.com, 9, 10 mitchlacey.com, 12, 14, 17 techno-pm.com, 13 Henrik Kniberg, 15 vertex42.com, 16 scrumalliance.org, 18 timecamp.com

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Hi, I am Stefania, hearth and keyboard behind Tipsographic, a free online resource for everybody interested in project management and agile. I specialize in project management tips, tools, and tricks. When I'm not writing, you can find me road cycling around Tuscany or spending time with friends and family.

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