CRM Excel Spreadsheet Template 3.0


The Custumer Relationship Management (CRM) is an Excel Spreadsheet designed to analyze the interactions with your customers. Use this template to provide better customer service, enhance sales process and cross sell products more effectively. Ensure long-term customer loyalty and back-up your management decisions with good data are the purposes of this CRM template.

Key features

  • Provides actionable insights to retain customers and attract new ones
  • Monitor sales progress and your lead sources
  • Easily keep your sales team informed
  • Consolidate all your customer relationship KPI in one place
  • Multilingual template: Select one of the available languages (English, French, Portuguese, Spanish and Italian ) or manually translate to the language of your choice

What is included?

  • One template with sample data
  • One template ready to receive your data

Download Free Demo Version


Demo - CRM Excel Template 3.0 1.82 MB 4842 downloads

See more details about the CRM Excel Template 3.0: ...

Easy to Use, with Immediate Business Results

  • Spreadsheets ready for printing without Adnia logo;
  • No monthly fees;
  • Immediate download;
  • Help and support after your purchase;
Guaranteed Safe Checkout



What’s new in version 3.0

  • Slot in the pipeline for two additional status (total of 8 status)
  • Full dashboard remodel
  • 4 new reports (Monthly Report, Salespersons Report, Companies Report and Products & Services Report)
  • Performance gain formula update


Simple and professional

  • Horizontal menu for easy navigation between pages
  • Secure payment with PayPal or Stripe (no account needed)
  • Fully unlocked template

Other Information

  • Built for Excel 2010 or later
  • Licensed for Private Use Only (not for distribution or resale)

The template may NOT be sold, distributed, published to an online gallery, hosted on a website, or placed on any server in a way that makes it available to the general public.


[email protected]


There are no reviews yet.

Be the first to review “CRM Excel Spreadsheet Template 3.0”

Your email address will not be published. Required fields are marked *