How to Build a CRM in Excel in 3 Easy Steps (+ Free Template)
Mariam Ispiryan • June 7, 2022 • 13 min read



Frequently asked questions about Excel spreadsheet CRMs
Yes, Excel can be used to build a CRM. However, it is not as efficient as a dedicated CRM platform that offers multiple advanced features.
A CRM spreadsheet manages data of sales leads and actual customers by jotting down information on a sheet, like Excel and Google Sheets.
A CRM in Excel uses a CRM template to track and monitor customer information. A CRM template can also be used in other databases like Airtable to offer a more advanced and modern experience.
A Customer Relationship Management (CRM) system manages customer contact information to ensure strong relationships are built with your clientele.
You should use Excel as a CRM because - It is free to use - It is easy to learn and train - It is customizable as multiple templates are available online.
The 5 best CRM builders in 2022 are 1. Zoho CRM 2. Salesforce Sales Cloud 3. Softr 4. Nutshell 5. Ontraport