Sarah Chen
Freelance consultant
Verified purchaseWorth the purchase
I'm not an Excel power user, but this was easy to follow. Opened it in Google Sheets, customized a few lists, and started tracking workflow the same day.


Vendor: PlanoNest
$6.90
Excel
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This CRM Excel template from PlanoraNest gives small businesses and freelancers a complete customer relationship management workbook — linked sheets for organizations, contacts, opportunities, and follow-ups, plus a live dashboard you can open in minutes.
Whether you search for crm excel template download, excel crm template, or a practical CRM spreadsheet template, this file works in Excel, Google Sheets, and WPS — one-time purchase at $6.9, instant download, no subscription.
Everything you need for your crm excel template download — open the file and start working:
| Sheet | What it does |
|---|---|
| Start Here | setup guide and quick tour |
| Organizations | linked company records and auto-fill address fields |
| Contacts | organization dropdowns and role tracking |
| Opportunities | pipeline stages, weighted values, and win probability |
| Interactions | log calls, emails, and meetings per contact |
| Dashboard | live KPIs, pipeline charts, and follow-up alerts |
| Dropdowns | customize stages, sources, and status lists |
See how each sheet looks before you download — screenshots from the actual template.

Contacts sheet — link people to organizations with dropdown validation and role tracking.

Dashboard — pipeline KPIs, weighted deal totals, and follow-up alerts at a glance.

Dropdowns sheet — edit pipeline stages, lead sources, and status lists in one place.

Opportunities — track deal stages, amounts, win probability, and expected close dates.

Organizations — company records with address fields that auto-fill into contact rows.

Start Here — step-by-step setup guide to get your CRM spreadsheet running fast.
Get your excel crm template download running in a few minutes:
One-time purchase · $6.9 USD · Instant download · No account required to use the file after purchase.
1. Purchase
Browse our shop and pick the templates that fit your needs — from business planners to productivity trackers.
2. Access
Since our products are digital, you'll receive immediate access after your purchase completes.
3. Use
Open your template in Google Sheets, Excel, or Notion and start using it right away with our included instructions.
Sarah Chen
Freelance consultant
Verified purchaseWorth the purchase
I'm not an Excel power user, but this was easy to follow. Opened it in Google Sheets, customized a few lists, and started tracking workflow the same day.

Chris Mueller
Independent contractor
Verified purchaseBetter than free templates I tried
I've tried a few free spreadsheets before — this one feels more thought through. Linked sheets and the dashboard actually stay in sync when we update rows.
Jenna Alvarez
Operations coordinator
Verified purchaseSolid starting point
Took me an afternoon to migrate old data, but the Start Here sheet made the setup straightforward. Would recommend if you want a lightweight Excel CRM without another SaaS subscription.