All data is stored securely in your Jotform account, which you can seamlessly access on any device. Throw away your messy address book and stop taking down contact details by hand — with an online CRM spreadsheet template, you can view details for business interactions, track potential customers in your sales funnel, and manage relationships with your suppliers, colleagues, or partners all in one place. Just choose the CRM template that best suits your needs, customize it in seconds, and quickly input your information to instantly get organized and increase the efficiency of your business.
Manage contacts, deals, and work progress through free online CRM spreadsheet integrated with lead gen forms. Fully customizable, easy-to-use, and no coding required. A real estate CRM to keep record of leads and properties categorizing them with labels, and with all their related information, to track activities and deals, assign tasks to your team members, and more.
No CRM? Collect and manage leads with this free online Client Database Template. Easy to customize, download, and share. Works on any device. The most complex part of the spreadsheet has to do with the conditional formatting used to highlight the dates in the Last Contact and Next Contact columns.
I'm a fan of conditional formatting, but if you don't like it or want to change the colors, see the article " How to Use Conditional Formatting in Excel " to learn how to clear or edit conditional format rules. For more information on using these columns, see below.
Sorting and Filtering : This template is designed around the spreadsheet's built-in Sorting and Filtering features. With a couple clicks on the arrow in the column header, you can do things such as:. Demographics - For any contact, you'll want to record their name, company, job title or position, email, phone , etc.
Information that may be nice to know what not necessary to refer to on a day-to-day basis could be saved in the optional Contact Details worksheet which is just the contact list added to this workbook. Estimated Sale - For active customers, this might be the average monthly or annual sales figure - something to help you easily see the value of keeping that customer. For potential customers, this could be your estimate of the customer's potential monthly or annual sales.
Last Contact - When you make a contact, you record the date in the Last Contact field. Email Templates. Site Templates. Landing Page Templates. All Web Templates. All CMS Templates. All WordPress. Monthly Free Files. Filters Filters. Refine by. Sort by Relevant Popular New. By Frontted in Web Templates.
By themesdesign in Web Templates. By nobleui in Web Templates. Amdash - Bootstrap 5 Admin Template. By codervent in Web Templates. Rocker - Bootstrap 5 Admin Dashboard Template. By Themesbrand in Web Templates. Dashtreme - Multipurpose Bootstrap5 Admin Template. BigBucket Admin Template. By wrraptheme in Web Templates. By iamnyasha in Web Templates. If you are looking for free CRM resources, we aim to deliver. This article has a list of 35 free Excel CRM templates that you can use to organize your sales process and stay organized as you grow your business.
If your organization sells anything, it needs a CRM resource. The only question is how much of an investment you wish to make and how complex that system needs to be. Buyerzone reports that 90 percent of B2B companies with more than 11 employees already use CRM software. Depending on the size of your organization and its budget, adopting a costly system may not be an option. In fact, it might not be necessary.
Before you hand over a bunch of cash for an expensive solution, it makes sense to evaluate whether a free option could work. If your sales team meets one or more of these criteria, then a free Excel CRM template could be the best choice:.
An Excel template is a spreadsheet that is preprogrammed with columns and formulas, incorporating CRM functionality to help you analyze and manage customer data.
Like any other type of template in Excel, these are meant to make it simpler, faster, and cheaper for you to gather and make sense of data. Even if you are a one-person or small business, these templates can generally be used with little to no technical knowledge. In some cases, there are analytics that allow you to compare forecasted and actual results and build charts and graphs. One of the great things about Excel is that it is so widely used and flexible that some experts have taken it upon themselves to create useful tools and share them with the masses.
This free version provides you with three modules: Contacts, Organizations, and Calendar. There are simple data entry forms for each module.
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