Customer Profile Excel Templates Download Free



A free Excel CRM template can help your small business manage customer relationships.

If you run or work for a sales-driven company and don’t use a CRM, you could be missing some opportunities. Short for Customer Relationship Management, these tools do what you might expect — help you manage your relationships and contacts with current and potential clients.

While there are some costly online CRM systems that you can invest in, you can also get this job done with an Excel spreadsheet provided it is set up correctly. 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.

That is Excel CRM template, may enables you to manage your clients, prepare reports and view the existing status regarding customer relationships. Actually, the best part of the Excel CRM template is that unlike typical CRM software, it is free of cost, easy to use, user-friendly, and easy to maintain customer. Download free vendor management templates, including contracts, scorecards, and vendor lists. Create a vendor agreement that works for you. Use Excel spreadsheet templates for tracking to conveniently record and tally your business expenses. Microsoft even provides free planner templates and tracking templates for many of your favorite hobbies or to help streamline activities like vacation prep and meal plans. Plan like a pro with Office planner templates.

Do You Need a CRM Tool?

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:

  • You run a one-person company.
  • You cater to just a handful of clients.
  • Your business employs less than five people with just two or less on the sales team.
  • Your sales process has three stages or less.
  • Your sales process is transactional only.
  • Your sales cycle is quick, which eliminates the need to monitors several stages.
  • You run a B2C business with few institutional clients.
  • Your budget doesn’t leave room for adopting a CRM system right now.

Why Use an Excel CRM Template?

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.

Account Profile Template Excel

Even if you are a one-person or small business, these templates can generally be used with little to no technical knowledge. You don’t need separate, costly CRM software to manage and summarize data. In some cases, there are analytics that allow you to compare forecasted and actual results and build charts and graphs.

Free Excel CRM Templates

Useful resources don’t always have to be costly. 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 is what we’ve compiled and are sharing with you today. Here are 35 of the top free Excel CRM templates that help you manage contacts and drive your company’s sales.

1. Probably one of the most comprehensive free Excel CRM templates, even though it is the “lite” version, is from Excel First. This free version provides you with three modules: Contacts, Organizations, and Calendar. There are simple data entry forms for each module. You can also configure the CRM to fit your needs and create custom reports. If you want more features and modules, there is a paid, full version.

2. Vertex42 offers a simple, free CRM system for Excel. This all-in-one system will allow you to track leads. It includes fields for customer contact data, estimated sales figures, next action, lead type, and last contact dates.

3. Excel Quant also has a simple Excel CRM template that is completely free. This template provides columns for the lead’s name, company, work function, and contact information. There is space for the estimated sales amount, last contact date, next contact date, status, type of contact, and notes.

4. Profitworks offers a free Excel CRM system that has a ton of features. You can get your hands on it if you are willing to give up your email address. The system includes a Sales Team Dashboard (Source of Leads and Sales Summary, Sales Pipeline Summary, Top Sales Leads Overview, Sales Team Productivity Overview). There is also an Opportunity Tracker, Contact Database, sortable Communication Log, Sales Stage Overview, and Source of Leads Summary. This CRM template includes step by step instructions for setting up and using the system.

If you need help customizing or troubleshooting an issue with your CRM template, Excel Chat is standing by.

5-28. Tipsographic is a free online resource dedicated to project management. The site has compiled a list of 24 free CRM templates for Excel. These are divided into Sales CRM templates, Sales Dashboard templates, Marketing templates, and a Real Estate CRM template.

29. JustEXW also provides a free Excel template for CRM. This system allows you to enter customer data to track and evaluate relationships. It has fields for detailed client information, the start date of contact, the type of contact, client status, and level of proposals and acquisitions.

30. Smartsheet gives you the tools to manage your sales pipeline with a free CRM template. It has sections for tracking contact information, communications, and sales leads. The template also allows you to track your sources so that you can see how your business is getting leads. Data in the template can be used to create graphs and other analytics.

Customer Profile Excel Templates Download Free Version

31. Pipedrive is a service that has paid solutions to create and monitor a sales process, but you can get a free Excel CRM spreadsheet from them if you are willing to hand over your email address. The company recommends using this tool only if you work on less than ten deals at a time or are a small firm that is strapped for cash. This is a tailor-made CRM template made by its sales team that you can also customize to suit your needs.

32. Microsoft Office has a free Excel template for Detailed Sales Pipeline Management. This allows a salesperson or manager to keep track of each opportunity, its lead source, forecasted sales amount, forecasted close date, and place in the sales pipeline.

33. Another possibility from Microsoft Office is a Sales Leads Tracker template, which is also free. This Excel template is basic but gives the user information such as the customer name and contact, lead source and region, lead type, potential opportunity, % chance of a sale, forecast close date, and weighted forecasted revenue.

34. Microsoft Office also provides a free Online Sales Tracker template for Excel. This is more of a high-level reporting of a company’s or department’s sales activity, but it can be customized to suit your needs. It has several graphs to show the profit per item and % of income earned per product.

Customer Profile Sheet Excel

35. Chandoo is an online resource that has several free Excel Sales dashboards posted as part of a “challenge.” Some are basic, but others have detailed information that allows you to drill down into the sales funnel and pull some useful analytics.

Using a free Excel CRM template is an excellent way to track customer relationships for a small business. However, these spreadsheets can become complex as your operation grows. You may encounter an occasional formula error or just want some additional customization to make the template better suit your organization’s needs.

If you have any questions about these Excel templates, need to troubleshoot an issue, or would like help with customization, Excel Chat would be happy to assist you with our live chat service that is available around the clock. Just let us know how we can help! The first session is always free.

If you are wondering how to use business profile template then you are on right place, here we shall briefly talk about everything from the purpose to actual format of business profile in underneath lines. A business profile template is an executive format, as it name refer a report generate by business to record every single characteristics of business in a written form. No doubt, the business profile is a full description of company which defiantly having an impact. Generally, a concise business profile may cover some areas, just like; profile will give a solid description of company’s working milestones, it will record some information about staff, it will include the history of firm, tells about the strategies, explain the matters concern with policies, financial statements and the overall structure of business as well.

Importance of Business Profile

Well, individual or owner of company can simply prepare a business profile using different formats which helps in presenting the real picture of company. Basically, it’s a format written a document that anyone can prepare with the intention to provide every bit of essential information. Here, the size of company doesn’t matter, only one thing matters; how business can essentially prepare a business profile which served as an international tool. It is important to know that a professionally crafted yet fully precise business profile will outline all the crucial parts which people are willing to understand. A company which is in developing stage can prepare a business profile to establish a strong hold of credibility in a vast market where it is serving.

Microsoft Excel Spreadsheet Templates

Effectiveness of Business Profile;

• Companies can use a business profile to seek out investors.

• It helps the potential employees to know about company.

• Profile will assist the individual to get general information about the working milestones of company.

• This effectively designed business profile will let the individuals to rise curtains from the most crucial information.

• Essential for business to allow people to review the financial information of company.

• People can simply review the factual information.

• Profile will uncover the organizational and management structure of business.

• Profile will equally support the prospective customers and potential investors.

• Briefly show some data about the current and anticipated performance.

• Tells about the current reputation of company in marketplace.

• Provide some information about the physical resources of company.

Templates

• Show the number of staff and the overall quality of work.

• Evidently, summarize the foremost characteristics of corporation.

• Serve as a directory of business.

• It helps the investors to figure out areas where they can invest for getting the profit margins.

• This will assist potential clients to known about business policies.

• Customers can have an ideas about the terms and conditions of company in a better way.

• Convey the mission statement as well as personal statement of company.