Free download · No email required
Free CRM Templatefor Excel and Google Sheets
A contacts tracker, a six-stage deal pipeline with weighted values, and a dashboard that calculates itself. Built properly: dropdowns, follow-up reminders, and formulas that work in both Excel and Google Sheets.
Free for commercial use · Works in Excel, Google Sheets, and LibreOffice
What's inside
Contacts tab
Name, company, role, status, owner, and follow-up dates. Status and owner are dropdowns, and overdue follow-ups highlight themselves automatically.
Deals tab
One row per deal with value, stage, and expected close. Pick a stage and the probability and weighted value fill in on their own.
Auto-calculating dashboard
Open pipeline, weighted pipeline, win rate, deals by stage, and contacts by status. Updates itself; nothing to edit.
Sensible defaults, easy to change
Six pipeline stages with default probabilities, four contact statuses, and a team list. All editable on the Lists tab.
Up and running in two minutes
Download the file
One click, no email required. It's a standard .xlsx file.
Open it anywhere
Excel: just open it. Google Sheets: File > Import > Upload. Dropdowns, formulas, and formatting carry over.
Replace the example rows
Three sample contacts and deals show the format. Delete them, add yours, and the dashboard starts telling the truth.
When the spreadsheet stops being enough
A spreadsheet CRM is the right tool until it isn't: multiple people editing at once, follow-ups slipping, data scattered across tools. When you hit that point, you have two good options and we build both.
CRM Dashboard Kit
A production-ready Next.js CRM with 35+ screens your developer wires to your data. One-time purchase.
Done-For-You, from $1,999
No developer? Our team deploys it, brands it, and moves your spreadsheet data in. Live in 2-4 weeks.
Choosing a hosted CRM instead? Our honest comparisons: Pipedrive alternatives · HubSpot alternatives · Salesforce alternatives
Frequently asked questions
Is this CRM template really free?
Yes. Free download, no email required, free for personal and commercial use. We make production-ready Next.js business apps; the template is our way of being useful to teams who aren't ready for software yet.
Does it work in Google Sheets?
Yes. Import the .xlsx via File > Import > Upload and everything carries over: the dropdown validations, the dashboard formulas, the conditional formatting, and the chart. It also works in Excel (2010 or later) and LibreOffice.
What's included in the template?
Five tabs: a Start Here guide, Contacts with status tracking and follow-up reminders, Deals with a six-stage pipeline and automatic weighted values, an auto-calculating Dashboard with pipeline totals and win rate, and a Lists tab where you customize stages, statuses, and team members.
How many deals and contacts can it handle?
It's formatted and validated for 200 rows each, and you can extend it by dragging the formats down. Practically, a spreadsheet CRM works well up to a few hundred active records and one or two users. Beyond that, sync conflicts and manual updates start costing real time.
When should I move from a spreadsheet to a real CRM?
Three signals: more than two people need to update it at once, you're copy-pasting between it and other tools weekly, or deals are slipping because follow-ups live in a cell nobody checks. At that point either adopt a hosted CRM (our Pipedrive and HubSpot comparison guides map that market) or have us set up a CRM you own outright.