Build Your Own Crm Free – Is your small business starting to develop an up-to-date organizational system? Believe it or not, Excel CRM templates can be your salvation, my friend.
I know myself that this kind of growth happens faster than you think. One day you did well. The next day you have more sales than your record system can handle, and you find yourself draining your hair in the shower. Important information begins to fall through the cracks as the business grows, but your customers suffer the consequences.
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Fortunately, a Microsoft Excel-based customer relationship management (CRM) system can easily solve this problem for your company. And today is your lucky day – because I’ve got you covered with our time-tested free CRM Excel templates that you can download here.
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Once you have that free Excel CRM template, read on to learn how you can use Microsoft Excel as a CRM tool right now—and we’ll find out if it’s the solution your business needs. But first…
How to create a CRM chart in Microsoft Excel. But if you really want to improve the process, download this free template with everything you need to get started. Here’s why I recommend it:
Looking to create a CRM in Google Sheets instead of Microsoft Excel? I have managed you. Check out this article for step-by-step instructions and a free Google Sheets CRM template.
And if you want to learn how to design a user-friendly interface for your sales CRM to improve the user experience, check out our article.
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You need a better way to store customer information and track leads. But is Excel CRM the right solution for your business? Maybe you want something with more horsepower.
Check out this list to see if an Excel-based CRM is right for you, or if you want a full-fledged CRM software:
Create CRM in Excel. Then sign up to try Close for 14 days for free. Our platform is easy to use and has all the tools you need to close deals, but it won’t cost you an arm and a leg.
You can then compare the two options to see which one works best for your sales process and project management.
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Microsoft Excel may not be able to compete with a dedicated CRM. But that doesn’t mean it can’t help you create an effective sales funnel. Here are four advantages of this method:
If you are interested in the power of CRM, explore the comprehensive list of “11 Benefits of CRM for Your Business.”
Sorry to be the bearer of bad news, but there are a few limitations to Excel-based CRM. Here are some disadvantages that you should consider before proceeding with this solution for your customer relationship management system:
If you’re worried that Excel CRM will hold you back, consider investing in a real CRM instead.
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Start with Close’s free trial to get access to automatic email synchronization, integrated SMS and calling functions, and simple reporting – all at a realistic and affordable price.
This makes it the perfect sales tool for real estate professionals, SaaS startups, B2B companies, and other businesses that need quality products at affordable prices.
This step is completely unnecessary, and you can create Excel CRM without our free templates. I just don’t know
If you decide to take me up on my offer, please register below. After that, check your email for the download link and open the boy, not good Finally, follow the instructions included to get started.
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Now that you are in Microsoft Excel, you need to enter sales data. Start by selecting the type of customer data you want to save. I recommend recording at least 13 different details for each contact, which you can store in a separate field:
Now, if you decide to use the spreadsheet template we provide, you will notice that these 13 fields are already included. All you have to do is go to the opportunity document, delete the sample information and then fill in your own information. (You can also add additional fields to the template. Want to track leads? Frame for example? Just add a new field and enter the details.
I suggest adding as much information as you can. This will help you have future leads and ensure that you close more deals over time.
Now that you’ve created a basic CRM Excel template, you need to spend a little time defining your company’s sales process. That way, you can customize your template to meet your needs.
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Before you do anything else, write down the steps you are currently using (or want to use) to close the deal. Then find ways to improve that process. (Note: I recommend recording all these details in the “book record” category so that new delegates can easily access them.
Once you have defined your sales process, you can see if it corresponds to the pre-made options in the template. If not, step four will help you adjust the template effectively.
Now it’s time to make this Excel table your own. To do that, go in there and move the prospect to different opportunities. Then adjust the opportunity situation while you’re at it.
Now that you’ve created your own CRM in Excel, you need to manage it to be effective and keep your sales process healthy. Here are four quick tips to help you do that:
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But a spreadsheet database can get out of hand in a flash, so you need to commit to regular maintenance. How normal? Schedule a time each month to clean up your data. (If you have a small pipeline, you may only need to do this once a quarter. But don’t be too lazy!)
Start monitoring your leads at every opportunity. Is this information correct? Have any of these deals changed or closed? You can also sort closed, lost opportunities and remove them from your database. That way they won’t clutter up your spreadsheet.
Pro tip: Are you drowning in customer and lead information? Create two separate Excel CRM databases – one for prospects, and one for paying customers.
Our CRM Excel spreadsheet includes a pre-built dashboard, which you can use to monitor the health of your sales process. I recommend that you do this at least once a week.
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But why? Because doing so will help you see where leads are distributed across your sales pipeline to determine where they are stuck or falling out of your current sales process.
See also the Closed Deals tab. How many people are not qualified leaders? If you have a high number of unqualified leads, you can improve your selection process.
Finally, check your open opportunities, as well as the estimated deal size for each. This will help you predict upcoming sales more accurately than you can.
Are there multiple people on your team, each using the same CRM Excel document on a regular basis? Do yourself a favor and make someone responsible for keeping the information inside.
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Although this is not a fun task, it is necessary. The person you choose for this task can follow up with the rest of your team and make sure they are always updated when needed. They can also learn the ins and outs of tools and train team members on specific capabilities. Cross-training on schedule maintenance also helps in managing when someone is out of the office.
Your Excel CRM will help you keep your customer information organized and in one place. But a spreadsheet—even one from Microsoft—can’t scale to your business.
As you use this spreadsheet to consolidate your lead and customer data, be on the lookout for warning signs that it’s time to upgrade to a dedicated CRM system.
If you seethese warning signs, consider upgrading your CRM solution. There are tons of options. Some of them combine great features with fair prices. Speaking of…
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No doubt about it, your Excel CRM template will be better than last year’s sticky notes system. But as your business grows, you’ll realize you need more. For now, if you haven’t grabbed it yet – go here to get our free CRM template in Excel format.
All the “table stuff” won’t work for you forever. You will realize that your production level is in the toilet and your customer information is less than accurate.
When that day comes, Close will be ready for you. And hello, since you’re here – let’s take a look. I know CRM Excel templates will be like child’s play.
Our comprehensive CRM platform is loved by thousands of sales teams around the world because it’s easy to use, packed with top features and affordable.
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But don’t take my word for it. Sign up for a free 14-day trial of Close to experience our tool’s integrated calling features, two-way email synchronization, easy pipe viewing and automation that makes sense to you. Then use them anyway you see fit. I think you’ll dig the results! No matter your industry or niche, you may Manage relationships with customers. Those customers can be the material suppliers you negotiate with quarterly or the local bakeries you buy from
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