Does Excel have a CRM template?

Excel has a CRM template that has a simple spreadsheet for organizing leads and contact information, but for a more visual template anyone can understand at a glance, monday.com's CRM Excel Template is a great option.

What is a CRM spreadsheet?

A CRM organizes your contacts and makes it easy to filter and search through your data. It can break down your contacts by name, company, role, and store all their communication information.

What is the easiest CRM to use?

monday.com's intuitive, visual platform makes it easy to set up your CRM in seconds. Keep your contacts, communications, deal stages, and more organized with customizable columns, groups, and items. To view all of your important information in one place, utlize our dashboards for data-driven decision making. Lastly, unlike other options on the market, businesses can empower their teams to focus on what's important by adding automations that eliminate repetitive work.

CRM Excel Template

Efficiently capture leads, track sales pipelines, and manage contacts. Plus, forecast revenue, generate insights, and learn where to focus your efforts—all on one template.

Use template

Integrate with your favorite tools

Tips for creating a CRM with our template

When done right, a CRM empowers sales reps to close more deals and provides an in-depth understanding of your customers to your entire organization. Our template creates an organized and accurate picture of your pipeline, letting you manage all customer communications in one place. Let's check out a few ways our template will help you build lasting customer relationships and increase revenue.

Groups

Visualize every stage

Organize your pipeline with groups to see at a glance which deals are new, qualified, proposal, won, and any other stage you need. Prioritize groups with a drag and drop function.

Integrations

Manage
conversations

Integrate with Mailchimp, Hubspot, Salesforce, Gmail, and more to manage all customer communications in one place. Easily get all meetings, emails, and calls at your fingertips.

Forms

Track revenue streams

Get the full picture of your revenue and send payment requests easily with forms. Create invoices and quotes from the data in your dashboard in just a few clicks.

CRM Excel Template
key features

When you build a CRM with our template, you’ll tap into features that take you beyond basic CRM tools. Here's what you'll get on monday.com:

Smart columns Categorize leads by stage, priority, closing potential, deal value, company, and other categories.

Curated statuses Use our pre-loaded iteration statuses and add custom text and color to any item.

Progress tracking Quickly sort and filter your board for specific views of team progress.

Easily capture leads with monday.com

Manage your entire sales pipeline, generate data-driven insights, track all customer communications, and identify where to focus your efforts with this visual, customizable template.

Related templates

Lessons Learned Template

Price Quote Template

Sales Forecast Template

Frequently Asked Questions

Questions?

Does Excel have a CRM template?
Excel has a CRM template that has a simple spreadsheet for organizing leads and contact information, but for a more visual template anyone can understand at a glance, monday.com's CRM Excel Template is a great option.
What is a CRM spreadsheet?
A CRM organizes your contacts and makes it easy to filter and search through your data. It can break down your contacts by name, company, role, and store all their communication information.
What is the easiest CRM to use?
monday.com's intuitive, visual platform makes it easy to set up your CRM in seconds. Keep your contacts, communications, deal stages, and more organized with customizable columns, groups, and items. To view all of your important information in one place, utlize our dashboards for data-driven decision making. Lastly, unlike other options on the market, businesses can empower their teams to focus on what's important by adding automations that eliminate repetitive work.