11 Best Excel CRM Template Sites (2024) [FREE]

1. Introduction

Customer Relationship Management (CRM) plays a vital role in any business enterprise. While there exist numerous CRM software available today, leveraging CRM templates in Excel can offer a simpler and more flexible alternative for small businesses, startups or those just getting started in sales. It is also a cost-effective, customizable and user-friendly way to manage customer data.

1.1 Importance of Excel CRM Template Site

The need for CRM arises from the relationship-centred nature of modern business, yet the implementation of fully functional CRM software might not always be feasible due to budget restrictions or resource constraints. This is where Excel CRM Template Sites come into the picture. They offer a range of templates that can be used to organize and visualize your customer data in Excel. These templates are fully customizable to cater to individual business requirements, making it a robust tool to manage sales processes, customer interactions, and performance metrics without needing expensive CRM software.

1.2 Objectives of this Comparison

The main objective of this comparison guide is to provide detailed insights into different Excel CRM template sites. With numerous websites offering a range of templates, choosing the right one can become a challenge. This guide aims to break down the features, pros, and cons of each site to help you make an informed decision that meets your business’s specific needs. Whether you are a small scale firm seeking to enhance customer relations or an entrepreneur wanting to streamline your sales processes, the objectives of comparing these different Excel CRM template sites are to simplify your selection process and help you find an ideal solution.

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2. Salesflare CRM template for Excel

Salesflare is a prominent CRM solution provider known for its user-friendly, customizable and data-autonomous capability. Their free Excel CRM template is designed to accommodate even those with little to no technical skills. This template allows businesses to manage, organize and track customer information efficiently in one place. It is particularly useful for sales teams, providing them with a systematic approach to manage their leads, generate insightful reports, and forecast sales.

2.1 Pros

• Easy to use: Designed for simplicity, the Salesflare CRM template enables users to adopt and adapt without the need for specialised Excel knowledge.
• Data Autonomy: One of the unique features of Salesflare Excel CRM template is its autonomous data capability. It automatically populates data fields wherever applicable, reducing manual entry and ensuring consistency.
• Customization: This template is highly flexible, providing customization options to suit unique business needs.
• Free of charge: Salesflare offers its CRM Excel template for free, making it a cost-efficient solution for small businesses and startups.

2.2 Cons

• Limited functionality: As a free CRM Excel template, it lacks some advanced features compared to the full Salesflare software solution.
• Dependency on Excel: The functionality of this template depends on the user’s knowledge of Excel. While it is simplified, those unfamiliar with Excel still may encounter some challenges.

3. Smartsheet CRM Templates for Excel and Google Sheets

Smartsheet is a dynamic work management platform offering CRM templates for Excel and Google Sheets. The templates range from comprehensive CRM systems to simpler contact management templates, catering to businesses of all shapes and sizes. These templates are aimed at making customer relationship management organized, efficient, and consistent across the board, thereby, enabling businesses to build stronger, long-lasting customer relationships.

3.1 Pros

• Variety of templates: Smartsheet offers multiple CRM templates to choose from based on the specific requirements of the business. This wide range is effective in catering to diverse customer relationship management needs.
• Compatible with Excel and Google Sheets: Smartsheet templates are compatible with both Excel and Google Sheets. This versatility broadens their usability across different platforms and caters to both Microsoft and Google users.
• Collaboration features: Templates offered by Smartsheet support collaboration. Multiple users can view and edit the data, making it ideal for team-oriented businesses.
• Integration capabilities: Smartsheet’s templates can be integrated with other platforms and applications, allowing greater consistency and accuracy in data management.

3.2 Cons

• Complexity: The versatility and richness of features may make the Smartsheet CRM templates complex to understand and use for beginners.
• Cost: Although Smartsheet offers some free templates, more advanced and feature-packed templates could come at a cost.

4. Vertex42 CRM Template

Vertex42 is known for offering a variety of Excel templates including a free CRM template. This lightweight CRM Template is designed specifically for small businesses and solo entrepreneurs who need a simple, user-friendly method to track their communications with customers, establish follow-ups and identify potential opportunities. It offers a simple and intuitive interface for managing customer contacts, sales leads and business opportunities all in one place.

4.1 Pros

• Simple and user-friendly: Vertex42’s CRM template is designed for simplicity and ease, making it ideal for non-tech savvy users or small businesses.
• Free of charge: The template is completely free of charge, making it an excellent option for budget-conscious businesses.
• Customizable: Users can easily tailor the template to their specific needs, making it a flexible tool for various business contexts.
• Comprehensive: Despite its simplicity, Vertex42’s CRM template offers comprehensive features for managing communications, sales, and opportunities.

4.2 Cons

• Minimal advanced features: Compared to more robust platforms, Vertex42’s CRM template might lack some advanced CRM features.
• Limited support: Support and help resources might not be as extensive as those offered by other specialized CRM solution providers.

5. Someka Excel CRM Template

Someka is a provider of a unique CRM template for Excel designed to cater to an array of business needs. It effectively enables businesses to keep records of their interactions with their clients, monitor their sales process and generate reports. The CRM Template offered by Someka unites simplicity and functionality, making CRM accessible and efficient for businesses of various scales.

5.1 Pros

• Easy-to-Use Interface: Someka offers an intuitive design that makes it simple for users to input data and manage their customer interactions without extensive Excel knowledge.
• Date Track Feature: Someka’s CRM template offers a date track feature, which helps to monitor interactions over a specific period.
• Report Generation: With Someka’s template, users can generate comprehensive reports, such as sales reports, to assess and improve their CRM efforts.
• Multilingual Support: Someka CRM Excel Template supports many languages, catering to an international user base.

5.2 Cons

• Cost: Unlike other options, Someka’s CRM template is not free of charge. This could be a limitation for small businesses or startups with budget constraints.
• Limited Customization: Someka’s CRM template, while robust, provides limited customization features in comparison to some other CRM templates.

6. ActiveCampaign CRM Template

ActiveCampaign, primarily known for its email marketing, automation, and sales CRM tools, offers a versatile CRM template for Excel. Desired by many businesses, it helps in managing sales pipelines and customer relations. The template aids in visualizing and organizing customer interactions, sales data, and forecasting more effectively.

6.1 Pros

• Clear and organized: ActiveCampaign’s CRM template is designed to show a clear, chronologically ordered view of your sales pipeline and customer touchpoints.
• Helpful guides: ActiveCampaign provides useful guides and resources to help businesses maximize the value they get from the template.
• Compatibility: As an Excel template, it’s compatible with any device that can run Excel, which makes it a versatile tool.
• Data visualization: With ActiveCampaign’s CRM template, users can view their data in several formats, providing dynamic perspectives of their customer relationship efforts.

6.2 Cons

• Basic functionality: The functionality of ActiveCampaign’s CRM template, while sufficient for most small businesses, might not be advanced enough for larger businesses with complex needs.
• Dependent on user knowledge: User’s familiarity with Excel impacts the extent to which they can leverage the advantages of this template.

7. TemplateLab CRM (Customer Relationship Management) Templates In Excel

TemplateLab offers a wide range of templates for diverse requirements, among which CRM Templates In Excel serve as a valuable resource for businesses. These templates are tailored to assist businesses in managing and tracking their custodian relationships, sales processes, and performance in a streamlined and systematic manner. The extensive range of templates ensures that businesses of varying sizes and needs can find a solution that fits their requirements.

7.1 Pros

• Variety of templates: The wide range of CRM templates offered caters to an extensive set of needs, making it versatile and flexible for various types of businesses.
• Free of charge: All of TemplateLab’s CRM Excel Templates are free to download and use, making it an affordable option for small businesses and startups.
• User-friendly: The templates are designed to be easy to use with a clear layout, making them accessible even for those with less technical knowledge.
• Comprehensive guides: TemplateLab provides detailed guides alongside their templates for an easy understanding of the tool’s functionality.

7.2 Cons

• Limited advanced features: The free CRM templates provided by TemplateLab might lack some advanced features or customizations that could be available in paid or full-feature CRM alternatives.
• Dependent on Excel: As these templates are for Excel, users would require a working knowledge of Microsoft Excel to effectively leverage their full potential.

8. Simple Sheets CRM Excel And Google Sheets Template

Simple Sheets is a platform known for its straightforward, user-friendly templates. Simple Sheets’ CRM template is compatible with Excel and Google Sheets, offering businesses a simplified method of monitoring sales pipelines, tracking customer interactions, and optimising follow-ups. It’s designed to be an easy and accessible solution for managing customer relationships efficiently.

8.1 Pros

• Intuitive Design: Simple Sheets’ CRM template is designed for user ease, with a clear layout and uncomplicated features that make it suitable for users of all technical levels.
• Excel and Google Sheets Compatibility: The template’s compatibility with both Excel and Google Sheets enables wider accessibility across different operating systems and user preferences.
• Speed and Efficiency: Simple Sheets’ clean, minimalistic approach improves speed and efficiency, reducing the time required for data input and analysis.
• Dynamic Analyzer and Visual Data: The template includes a dynamic analyzer that reflects real-time data changes and supports visual data for better perception and understanding.

8.2 Cons

• Limited Customization: While the template offers simplicity, it might lack deeper customization features that might be required by some businesses.
• Dependent on User Knowledge: The template’s functionality relies on the user’s familiarity with Excel or Google Sheets, which may limit its efficacy for beginners.

9. vcita CRM Excel Template

As a platform offering business management and client engagement tools, vcita also provides a CRM Excel template. The template allows businesses to catalog and manage their client interactions, appointments, invoicing, and promotional efforts. It reflects vcita’s dedication to providing user-centric solutions that make managing client relations more convenient and efficient.

9.1 Pros

• Designed for SMEs: vcita’s CRM template is specifically designed for small-to-medium enterprises, making it a focused and effective tool for managing client interactions in this segment.
• Comprehensive Features: Beyond just client interactions, the template also covers areas like appointments, invoicing, and promotions, making it a versatile tool.
• Cross-Functional: The template can also be used across functions and teams, enabling a cohesive view of the client relationship process.
• Adaptable: Given the wide range of features, vcita’s CRM Excel Template can adapt to diverse business requirements.

9.2 Cons

• Complex for Beginners: The multitude of features in vcita’s CRM Excel template could potentially be overwhelming for beginners.
• Limited Customization: While the template offers several features, it may not provide advanced customization options required for specialized business needs.

10. LuxTemplates Sales CRM – Excel CRM Template to Improve your Sales Pipeline

LuxTemplates provides a specialized Sales CRM Excel template designed to enhance sales pipelines. This template is robust and feature-rich, providing detailed insights and data tracking to help businesses manage and improve their sales processes. With a meticulous design that focuses on maximizing sales efficiency, LuxTemplates’ CRM Excel template can be a significant asset for any business seeking to elevate their sales efforts.

10.1 Pros

• Detailed trajectory: LuxTemplates’ CRM template provides a detailed trajectory of the sales process, offering nuanced insights that can help fine-tune sales efforts.
• Visual data: The template includes rich visual data elements like charts and graphs which make data interpretation and analysis easier and more impactful.
• Customizable: With customization options, LuxTemplates allows businesses to tailor the template according to their evolving needs.
• Organized and Efficient: This template is meticulously organized to streamline the sales management process, thereby improving operational efficiency.

10.2 Cons

• Cost: Unlike some other options, LuxTemplates’ CRM Excel template is not free of charge.
• Learning Curve: Given its robust features and advanced capabilities, LuxTemplates CRM template could have a slightly steep learning curve, especially for beginners.

11. Knack CRM Excel Template

Knack is a platform known for providing online database software and related applications. Among their offerings is the simple custom CRM Excel template, specifically designed to make customer relationship management more streamlined and efficient. With ease of use at the forefront, Knack’s CRM template offers businesses a practical and straightforward way to organize, track and manage their customer interactions and sales processes.

11.1 Pros

• Simple and clean: Knack’s CRM template is simple and easy to use, appealing to users who need straightforward, effective functionalities.
• Effective organization: The template provides a structured approach to record, track and manage customer interactions, helping businesses improve their CRM efforts.
• Comprehensive scope: Despite its simplicity, the template covers a wide scope including customer information, communication tracking, sales processes, and more.
• Flexible and customizable: Users can adjust and tailor the template according to their specific needs or as their business evolves.

11.2 Cons

• Less advanced features: User who require more advanced features and complexities might find Knack’s CRM Excel template less sufficient for their needs.
• Dependent on User Expertise: Effective use of this template requires a working knowledge of Excel, which may limit its efficacy for users unfamiliar with the software.

12. Excel Projects AJ CRM Template Excel

Excel Projects AJ offers a comprehensive and robust CRM template for Excel that aims to comprehensively enhance customer relationship management for businesses. The template offers features such as customer contact management, transaction tracking, sales team performance metrics, and more. Excel Projects AJ specifically designed this template with customizability and scalability in mind, providing businesses with a versatile tool that grows with their needs.

12.1 Pros

• Detailed and Robust: Excel Projects AJ offers extensive features in its CRM template, covering from customer management to sales performance metrics.
• Customizable: The template allows a high degree of customization making it adaptable to a specific business’s needs and preferences.
• Scalable: The scale of the CRM template can grow with the business, making it a long-term solution.
• Data Manipulation Tools: With the inclusion of pivot tables, charts, and slicers, users can manipulate data in multiple ways for comprehensive analysis.

12.2 Cons

• Cost: Unlike the free templates available on other sites, Excel Projects AJ’s CRM template comes at a price.
• Complexity: Because of its extensive features and advanced data tools, this template might have a steep learning curve for inexperienced users.

13. Summary

13.1 Overall Comparison Table

13.2 Recommended Template Site Based on Various Needs

For startups and small businesses needing a cost-effective solution, Vertex42’s CRM Template, ActiveCampaign’s CRM Template, and the Knack CRM template are recommended. They offer simple yet effective CRM solutions that can cater to the basic needs of small operations. For those looking for more feature-rich templates, and are willing to spend, Someka, Simple Sheets, vcita, LuxTemplates, and Excel Projects AJ offer advanced features and utilities that provide a comprehensive look into the sales procedures and customer interactions. These might be suitable for medium to large businesses.

14. Conclusion

14.1 Final Thoughts and Takeaways for Choosing an Excel CRM Template Site

Choosing an Excel CRM template is a strategic decision tied to your business’s unique customer relationship management needs. Given the diverse offerings by different sites, the selection process should balance the functionalities provided by the template, the business requirement, ease of use, scalability, and whether the template is within your financial constraints. Whether you are a small start-up looking for a cost-effective CRM solution or a large enterprise aiming for a robust, feature-packed system, it’s important to ensure that the chosen Excel CRM template meets your specific business context and needs.

Remember the success of a CRM system doesn’t reside in the tool itself, but how effectively it’s utilized. Hence, choose a template that not only tracks and manages customer interactions effectively but also is understandable and user-friendly to your team. Ultimately, the best Excel CRM template is the one that is well-aligned with your business strategy, customer management practices, and future growth directions.

Author Introduction:

Vera Chen is a data recovery expert in DataNumen, which provides a wide range of products, including a powerful tool to repair Word document.