ContactsGive every relationship a next action
01
Give every relationship a next action
Record status, owner, last contact, next follow-up, consent, and the exact action required.
FREE PRACTICAL TEMPLATE · 7 WORKSHEETS
Free Small Business CRM in Excel
Use a genuinely practical CRM for free: contacts, opportunities, follow-ups, activity history, owners, and a daily dashboard.
15–30 minutes to completeBuilt for Owner-led teams that need a free, usable first CRMFormat Editable Excel workbook
Get the free resource ↓CREATED BY PIPETIDYEXCEL TEMPLATE / 7 WORKSHEETSFree Excel CRM
Use a genuinely practical CRM for free: contacts, opportunities, follow-ups, activity history, owners, and a daily dashboard.
FREEA LOOK INSIDE
Practical pages.
No filler.
Every page is designed to help you make a decision, complete a check, or change a real workflow.
PipelineSee value and probability
02
See value and probability
Track stage, amount, currency, close date, probability, weighted value, owner, and action status.
DashboardRun one daily review
03
Run one daily review
See overdue follow-ups, open opportunities, weighted pipeline, won value, and overdue actions.
WHAT YOU GET
Built to be used,
not just downloaded.
- 01200-row contact list with next-action flags
- 02200-row opportunity pipeline
- 03Eight-currency USD pipeline conversion
- 04Activity and outcome history
- 05Daily follow-up and pipeline dashboard
THIS IS FOR YOU IF…
- ✓ Small businesses not ready for paid CRM software
- ✓ Owner-led teams working from inboxes and notes
- ✓ Businesses that need a clean migration starting point
WHAT IT WILL NOT DO
- — Provide simultaneous multi-user controls
- — Automate email, calls, permissions, or backups
- — Secure sensitive data without your own file-access controls
TAKE THE NEXT USEFUL STEP
Get the workbook.
Keep the value.
The Excel workbook unlocks immediately. No payment, no forced marketing subscription, and no need to create an account.
GOOD TO KNOW
Questions, answered.
Is this really usable as a free CRM?
Yes. It includes working contact and opportunity formulas, activity history, follow-up flags, a daily dashboard, sample data, dropdowns, and 200 prepared rows.
Does it work with foreign currencies?
Yes. Opportunity values can be entered in USD, CAD, MXN, EUR, GBP, AUD, JPY, or CNY and converted to USD using a current rate you enter.
When should I move beyond it?
Move when you need simultaneous users, automatic reminders, email and phone integration, permission controls, audit history, projects, or invoicing.
FREE · IMMEDIATE · PRACTICAL