Sales
A free CRM Excel template is a list you keep, not a hosted CRM. You type the customer, phone, email, source, dates, next step, stage, and deal value. Follow-up and the open pipeline are formulas. The same file opens in Google Sheets.
The free CRM Excel template counts Talking and Quote sent in the open pipeline. Spell them that way. Won, Lost, and New stay on the list and stay out of that total. Change a stage from Quote sent to Won and that value leaves the open total without you editing the formula.
The free fillable CRM worksheet is the same kind of fill-in sheet if you want the shorter worksheet. The free CRM spreadsheet template is the version written for people who start in Google Sheets. Download once either way.
A blank next step is how a lead goes quiet. The sheet will not email anyone. When a deal is accepted, the price conversation moves to the free quote template.
Open the free CRM Excel template. The other sales guides are on the blog.
Workbooks for a small shop, a freelancer, or a contractor. Sample amounts are in dollars.
Yes. The free CRM Excel template needs no account and no email.
Talking and Quote sent. Spell them that way. Won, Lost, and New stay on the list and stay out of the open total.
Yes. Upload the .xlsx file to Drive and open it with Google Sheets.