CRM Template in Excel

Want to create a CRM system using Excel? Whether you want to build it yourself or get a ready-made file, I’ve got you covered!
👉 Get the CRM template here:

In today’s video, I’ll walk you through a simple and easy-to-use CRM template for Excel. It’s a basic system that can help you get started before investing in a dedicated CRM solution. If you’d like to receive the template, feel free to leave a comment below!

CRM Template in Excel (2022)

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[todossantos]

Nice basic crm....just what I'm looking for as I am starting a new home and auto insurance business

[KellyTerracio]

This is just what I needed. Thank you!

[andrewaarts]

I would love a copy! Very well spoken video easy to follow and understand fully.

[thenaghen]

Nice functional, straight forward template.

[JamesDeRienzo]

Very good start I would like to have this to experiment on - Thanks

[denverdano]

Very nice. Would love to have a copy of this. Thank you.

[DQuixote]

Great presentation! I did subscribe, and I would happily receive a copy of this CRM template! Thank you!

[udoschmitz]

Very nicely done and even better explained. Would appreciate if you could send the template. Thanks in advance.

[mikes]

Great presentation and very functional template...

[pepyarif]

Great video! I'd love to have the template to use in my company temporarily before using CRM software.

[SH-lobu]

This is awesome, a nice tool for beginners. Could you please share a copy.

[scbeachfront]

Hi, I would love to get a copy. thank you

[biotechenergylimited]

Nicely explain and organized. I would love to have a copy

[betsysharp]

Love this. I would love to have a copy please. Thanks!

[RobertPeterMalabou]

Great, would love a copy of the template

[nelsonpadilla]

Love this template would love to have it!

[samsoumavert]

Thank you for this template.. I like to have it

[jorgeshell]

This is awesome, such simple explanation and effective. Would you be able to share the template? Many thanks.

[mariehendrickson]

I’d love to work with this template if you’d be willing to share!

[marcoc]

Well done and great explanation! I would love to receive a copy of possible