CRM Excel Spreadsheet Template
Originally published: 15/07/2020 15:07
Last version published: 02/04/2021 08:28
Publication number: ELQ-96223-2
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CRM Excel Spreadsheet Template

A user-friendly and professional CRM Excel Spreadsheet Template created to manage and analyse customer interactions.

Our Customer Relationship Management (CRM), an Excel Spreadsheet Template designed to analyze customer interactions, is used to enhance sales processes, provide better customer service, and cross sell products more effectively. Our user-friendly CRM template aims to secure customer loyalty in the long-term, while providing reliable and trustworthy data to back-up your management decisions for peace of mind.

Benefits of the Template:
-Provides interactive insights to attract new customers and retain existing ones.
-Keep track of your lead sources and sales progress.
-Easily keep your sales team in the loop and up to date with information.
-Store your customer relationship KPI more efficiently, all in one place.
-Select one language or manually translate into a language of your choice (options include English, French, Portuguese, Spanish and Italian) using the Multilingual Template.

Features of the Template:
-Horizontal menu for stress-free navigation between pages.
-Ready-to-print Spreadsheets without the Adnia logo.
-Secure payment with Paypal or Stripe, without the need for an account or any monthly fees.
-Immediate download.
-Fully accessible Excel template.

What’s included?
-One template with sample data for example purposes.
-One empty template ready for your data to be input.

Need extra help or support? Feel free to email us at

This Best Practice includes
1 Excel Template, 1 Sample Data Excel Sheet

Acquire business license for $49.00

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Further information

Best for Excel versions 2010 or later.

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