CRM Template for Excel

What is in the CRM template

This workbook is a small, full-featured CRM that runs in Excel with no macros. It keeps your contacts, deals, activities and pipeline in one file across five sheets: Contacts, Deals, Activities, Pipeline and How to use. It goes well beyond a lead list. If you only need to track leads and follow-ups, the free lead tracker template is lighter. Use this one when you also manage deals, stages and a forecast.

Contacts

Each row is a person with ID, name, company, title, email, phone, type, source, owner, last contact and next follow-up date. Type (Lead, Prospect, Customer, Partner or Inactive) and Source are drop-downs. Formula columns show the days to the next follow-up, a follow-up flag (Overdue, Due today, This week or Scheduled), the number of open deals for that person, the open deal value and the number of logged activities. Overdue contacts turn red and inactive contacts grey out. Formulas are filled to row 104 for 100 contacts.

Deals

Each deal has a name, a contact picked from a drop-down of your contacts, a stage, a value, an expected close date, an owner, a next step and a follow-up date. The company fills in automatically from the contact. The win probability comes from the stage, and the weighted value is value x probability. A flag says “Follow up now” when the follow-up date has arrived and “Past close date” when the expected close has passed and the deal is still open. Closed deals show Closed.

Activities

The activity log records each call, email, meeting, demo or note against a contact with a short summary and the outcome or next step. It has room for 200 entries, and the count per contact appears on the Contacts sheet.

Pipeline

The Pipeline sheet is the dashboard. It has the as-of date, a stage table with the win probability for each stage (you can edit them), the number of deals, the total value and the weighted value by stage. Key numbers include open deals, open pipeline value, weighted forecast, won value, win rate, average won deal, deals closing in the next 30 days, overdue contact follow-ups and deals needing follow-up. A table counts contacts by type, and a bar chart shows deal value by stage with no data labels.

The sample data

The file opens with 12 fictional contacts, 11 deals and 12 activities. Delete them and enter your own. The as-of date is 6 November 2026, so the sample shows overdue follow-ups you can see flagged.

How to use it

1. Add contacts and set a next follow-up date for each.
2. Add a deal for every opportunity and pick its stage.
3. Log activities after each conversation.
4. Open the Pipeline sheet to see the forecast and what needs follow-up.
5. Move deals along by changing the stage drop-down.

Hyperlink navigation at the top of every sheet jumps between them. Read how to build a CRM in Excel to see how the formulas work, and use the invoice template once a deal closes.

Frequently asked questions

More free tools: All free calculators · Free lead tracker template · Project tracker template · Invoice template