Yes, HubSpot’s CRM template for Excel and Google Sheets is completely free. CRM stands for "customer relationship management." A CRM spreadsheet helps you keep track of your company's interactions with the people who buy your product or service. By analyzing the customer relationship data, you...
Track leads, opportunities, and sales with the top Excel and Google Sheets CRM templates. All of the templates below are fully customizable and available for free download. Included on this page, you’ll find a Google spreadsheet CRM template with dashboard, as well as Excel CRM templates for...
If you’re currently leading a team of sales reps or in charge of seeking out new sales opportunities, this SalesTable CRM Spreadsheet Template by Close will help you gain visibility into critical sales stats like the number of open, closed, and won opportunities. This template is easy to ed...
I’m going to show youexactlyhow to create a CRM spreadsheet in Microsoft Excel. But if you really want to streamline the process,download this free templatewith everything you need to get started. Here’s why I recommend it: It’s free:This template won’t cost you a dime. You can’...
and you don't have a full-time sales person yet, an Excel CRM tracking template is typically enough. In fact, many years ago when we started out, we didn't have dedicated sales reps. Sales was something everyone in the company did sometimes, and a spreadsheet was all we needed at the...
Spreadsheet CRMs are perfect for those just starting out or small business owners looking to upgrade from that old shoebox under their desk. But before you commit, there's a whole world of free CRM options out there, including Zapier's simple CRM template that can help you hit the ground ...
How to get everything you want by doing what nobody else does. Leading Sales Teams Through Crisis We've curated the best advice on navigating through this crisis in our latest book. CRM Excel Template Get visibility on your deals and pipeline with this free sales CRM template for Excel....
If you’re a solo entrepreneur just getting started or working with a limited budget, then a spreadsheet with asales pipeline templatemight be sufficient. Startups and small businesses will benefit from the features of a dedicated CRM solution, while alarge team CRMenables enterprise-level busines...
Get started with this Notion CRM template. Airtable is the next best option. A spreadsheet with a mountain of extras, it's loved by productivity enthusiasts by letting you add all your data and then change into new views intuitively. The free plan lets you play with up to five people, ...
Data can be exported as either a CSV or Excel file. What are some use cases for an Excel CRM? You can use a free CRM template in Excel as a simple workbook for industries like real estate, recruitment or manufacturing to: See where your potential customers are in the pipeline Track ...