What is a CRM spreadsheet?

A CRM spreadsheet is an Excel or Google Sheets file that tracks contacts, companies, deals, and follow-ups in linked tabs. This PlanoraNest CRM Excel template connects Organizations, Contacts, Opportunities, and Interactions so your pipeline stays in one workbook without a monthly SaaS fee.

Can I use Excel as a CRM for small business?

Yes. Many small teams start with an Excel CRM before moving to HubSpot or Salesforce. This template includes pipeline stages, weighted deal values, a live Dashboard, and dropdown validation — enough structure for freelancers, agencies, and small sales teams.

Does Excel have a built-in CRM template?

Microsoft offers generic list templates, but they rarely link contacts, deals, and activity logs together. This PlanoraNest template ships with eight connected sheets, customizable dropdowns, and KPI charts designed specifically for customer relationship management.

Is this better than a free CRM Excel template?

Free downloads often lack linked sheets, dashboard formulas, or setup guidance. For a one-time $6.9 purchase you get a polished, ready-to-edit CRM Excel template with Start Here instructions, sample data, and a dashboard that updates as you add records.

Does this CRM Excel template work in Google Sheets?

Yes. Download the .xlsx file and upload it to Google Drive. Dropdowns, formulas, and the Dashboard work in Google Sheets, WPS Office, and LibreOffice Calc as well as Microsoft Excel.

CRM Excel Template | Small Business Sales Tracker Download | PlanoNest

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CRM Excel Template | Small Business Sales Tracker Download

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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.

What's included in this Excel template

Everything you need for your crm excel template download — open the file and start working:

Start Here sheet with setup guide and quick tour
Organizations sheet with linked company records and auto-fill address fields
Contacts sheet with organization dropdowns and role tracking
Opportunities sheet with pipeline stages, weighted values, and win probability
Interactions sheet to log calls, emails, and meetings per contact
Dashboard sheet with live KPIs, pipeline charts, and follow-up alerts
Dropdowns sheet to customize stages, sources, and status lists

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

Preview

See how each sheet looks before you download — screenshots from the actual template.

Contacts

crm excel template download contacts screenshot — PlanoraNest Excel template

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

Dashboard

excel crm template download dashboard screenshot — PlanoraNest Excel template

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

Dropdowns

crm template excel dropdowns screenshot — PlanoraNest Excel template

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

Opportunities

crm template for excel opportunities screenshot — PlanoraNest Excel template

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

Organizations

crm excel spreadsheet template organizations screenshot — PlanoraNest Excel template

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

Start Here

crm excel template spreadsheet start here screenshot — PlanoraNest Excel template

Start Here — step-by-step setup guide to get your CRM spreadsheet running fast.

How to use this Excel template

Get your excel crm template download running in a few minutes:

Open the Start Here sheet (or guide page) for a quick tour.
Customize dropdown lists and labels to match your workflow.
Replace sample data with your own records.
Review the dashboard or summary view for live totals and KPIs.

Works with

Microsoft Excel (desktop & web)
Google Sheets
WPS Office
LibreOffice Calc

One-time purchase · $6.9 USD · Instant download · No account required to use the file after purchase.

Frequently asked questions

What's included in this Excel template

Everything you need for your crm excel template download — open the file and start working:

Start Here sheet with setup guide and quick tour
Organizations sheet with linked company records and auto-fill address fields
Contacts sheet with organization dropdowns and role tracking
Opportunities sheet with pipeline stages, weighted values, and win probability
Interactions sheet to log calls, emails, and meetings per contact
Dashboard sheet with live KPIs, pipeline charts, and follow-up alerts
Dropdowns sheet to customize stages, sources, and status lists

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

Preview

See how each sheet looks before you download — screenshots from the actual template.

Contacts

crm excel template download contacts screenshot — PlanoraNest Excel template

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

Dashboard

excel crm template download dashboard screenshot — PlanoraNest Excel template

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

Dropdowns

crm template excel dropdowns screenshot — PlanoraNest Excel template

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

Opportunities

crm template for excel opportunities screenshot — PlanoraNest Excel template

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

Organizations

crm excel spreadsheet template organizations screenshot — PlanoraNest Excel template

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

Start Here

crm excel template spreadsheet start here screenshot — PlanoraNest Excel template

Start Here — step-by-step setup guide to get your CRM spreadsheet running fast.

How to use this Excel template

Get your excel crm template download running in a few minutes:

Open the Start Here sheet (or guide page) for a quick tour.
Customize dropdown lists and labels to match your workflow.
Replace sample data with your own records.
Review the dashboard or summary view for live totals and KPIs.

Works with

Microsoft Excel (desktop & web)
Google Sheets
WPS Office
LibreOffice Calc

One-time purchase · $6.9 USD · Instant download · No account required to use the file after purchase.

Frequently asked questions

How it works

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.

Customer reviews

Based on 3 reviews

Write a review

67%

33%

Sarah Chen

Freelance consultant

Verified purchase

Worth 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 purchase

Better 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 purchase

Solid 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.