Customizable CRM spreadsheet template for teams

Improve the way you manage your sales team’s workflows and how they move leads through the sales pipeline with monday.com’s CRM Template. Track leads, share meaningful information about potential customers, and close more deals.

Use template
CRM Spreadsheet Kanban

Integrate with your favorite tools

mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Tips for managing your sales process with our CRM software


monday.com Work OS gives you the flexibility to build a workflow that truly works for any sales cycle. Whether it’s dividing sales leads into deal stages or sorting email addresses and contact information by sales rep, you can create a tailored CRM system that helps you win.
Integrations

Engage clients

Integrate with your email to optimize customer relationship management with customized email templates, interaction tracking, and automated logging of sent mail.
Automations

Save time

Move deals faster by automating repetitive tasks and work, like assigning reps to leads or creating reminders for important dates.
Sales operations features

Hire and inspire

Start your success from outside the sales funnel with tools and dashboards to manage hiring processes and distribution of key documents and resources later.

Free CRM Template key features

Our free two-week trial will be more than enough time for you to get ready to leave behind Excel CRM templates and Google Sheets CRM templates. Check out these sales CRM features that are designed to help enterprise and small businesses’ sales teams meet their KPIs.

  • Salesforce integration Improve your workflows and streamline customer relationship management by integrating Salesforce with monday.com.
  • Reports & dashboards Gain insights and create custom reports and dashboards in the same place that you manage your pipeline but adding a new view.
  • No-code/low-code interface Our platform is drag-and-drop and intuitive so anyone can build and edit their work environment with ease — no developer experience needed.
  • SEO LP Collumns drag Updated

    Manage pre- to post-sales, all in one place

    Bring together your most important details and contributors in one place.

    Related templates

    Frequently Asked Questions

    Questions?
    • Google does not offer its own CRM, but many people use Sheets to manage contacts and track ongoing deals on customizable worksheets. monday.com has templates for Excel and Google Sheets related to CRM, or you can build them on monday.com and later export them to Excel files and vice versa.
    • Building a CRM system from scratch is one way to transform the way you manage customer relationships from end to end. With monday.com you can customize your CRM however you'd like with columns, automations, integrations, and even colors and text.
    • Setting up a CRM can take anywhere from one week to one year. This will be related to how much data you need to migrate from your existing CRM, your team size, who needs access, and your automations needs. Luckily, monday.com has a CRM Template to help you get started, fast.