Excel CRM - Spreadsheet to track your sales
Freelance
Focus on tasks, estimate, schedule work, grow your freelance business
Small Business
Organize your work and sell more, focus on company finances, manage the sales funnel. Use it for direct sales or in e-commerce
Manager
Plan your team's workload, view work and performance reports, review profit and loss statements
Project Management
Track time spent on a task and close deals with Kanban
Sales Tracker - Manage your deals like a pro
The Excel CRM Sales Spreadsheet is a unique combination of an Excel spreadsheet and an app – edit records directly in the table as well as in the detail view.
Speed up your work with drop-down lists with search, date picker, and filter panels.
Basic Info Area
Sales Progress
Customer Details
Employee Details: Open Deals & Tasks
Revenue & Profit Section
Sales progress by Date
Sales progress by Tasks
Activity Log with Filters
Kanban Board - Move your business forward with drag & drop tiles
Our Kanban is created without formulas, which makes it faster and more efficient than the Kanban boards created in spreadsheets available on the market.
The moveable tiles make the Sales CRM Spreadsheet a unique and powerful tool.
Revenue, YOY, MOM, Trend
Expenses, YOY, MOM, Trend
Profit, YOY, MOM, Trend
Dynamic Chart, choose between Monthly/Weekly & Deals/Profit
Current Month Summary
To-Do list for Deals, Tasks & Invoices
Saless Funnel | Conversion | Failed
CRM Software with Dashboard & Income Statement
Keep track of the work you do, sales funnel, expenses, profit, next deals, tasks & invoices.
Still not enough? Sales CRM also includes a profit and loss statement for the last 3 years and the projected 3 years. On the same sheet, sensitivity analysis helps you with budgeting.
Review the performance of your project, direct sales, or e-commerce business with Sales Analysis
Task Management & Time Tracker
Best CRM software should include task management and time tracking and workload planning. That is why we have included these solutions in our Sales CRM
The sales tracking spreadsheet make customer service easier. You can quickly create tasks, assign them to people, link them to a customer and project, or use the Kanban board.
A special view for tasks allows to track time in the background
View Modifiers
Autocomplete dropdowns
Pick-up calendar for Deadlines
Time-tracking columns
Add/Remove task & Clear Filter Buttons
Time Tracking widget
Show details button
Track Customers
Count Deals, Expenses & Revenue linked with customer
Invoice Tracking
Easy access to overdue invoices
Contact Details
Customers & Invoicing with Bill Statement in Excel CRM Sheet
The customer table includes the status of the lead (e.g., new lead, returning customer, VIP customer, etc.), basic information such as address, and primary contact details.
In addition to creating and tracking sales and expense invoices, generate an invoice statement for a selected customer with a single click.
Track when payments are due to avoid getting paid late or overdue.
Expense Tracker & Employee Workload Planner
The key to success is controlling your expenses. That’s why this CRM template has an expense tracker that allows you to create your own cost structure – set up groups and then assign categories to them.
Workload Planner helps you get the right person for the job. Color coding of available work time will help you delegate tasks
View Modifiers
Autocomplete dropdowns
Pick-up calendar for Deadlines
Time-tracking columns
Add/Remove task & Clear Filter Buttons
Time Tracking widget
Show details button
Replace your old sales tracking spreadsheet with our Sales CRM spreadsheet and make more sales!
Excel CRM Sales Spreadsheet - List of all features
Working with Deals & Tasks
- Working with Deals & Tasks
Deals, Tasks, Customers, Employees, Invoices Database - Link deals to all tables
- Advanced data filtering
- Define your own sales stages
- Define and tag customer sources
- Create custom dropdown lists
- Custom color coding for statuses
Details View
- Dedicated detail view to manage deals/tasks and all activities associated with the deal
- Browse Deals & Tasks in a detailed view
- Notes pane to keep track of what you’re working on
- Focus on tasks related to a deal
- Use the Workload Planner in the Task Details view
Sales CRM Automation
- Automatically adjust view to fit monitor size
- Custom filter panels
- Activity log to show ‘history’ of the deal
- Auto-complete in drop-down lists
- Floating sidebar menu for easy navigation
- Full screen mode
Estimation & Workload
- Effectively estimate deadlines for tasks and projects
- Delegate tasks according to employee workload
- Convert quote to deal (with or without tasks)
- Generate PDFs – quote template
Kanban Boards
- Manage your deals/tasks with movable tiles in Kanban board
- Edit Deals/Tasks data directly on the Kanban tile
Innovative feature you won’t find in any other Excel spreadsheet!
Web app-like layout style
- Designed to help you stay focused
- Hide the entire Excel toolbar with one click.
- Fullscreen mode
- Spreadsheet automatically adjusts view to fit monitor size
Reports
- Predefined reports for deals and tasks
- Flexible report filtering
- Define your report template – no Excel skills required
- Advanced Pivot Tables
Dashboard
- Revenue, Expense & Profit YTD and Full Year Summary
- This Month Summary for Lead, Active, Failed & Success Deals
- Dynamic chart (monthly/weekly and deals/profit)
- To-Do List for Deals,
- Tasks & Invoices
- Sales Funnel
- Tasks summary (Open, Overdue, Success, Lost)
Sales Analysis
- Monthly average – statistics for transactions, sales, expenses & profit
- Product analysis (top products + scatter chart)
- Sales by month
Opportunity vs. Sales
Income Statement
- Full Income Statement (IS) for 2 previous years (Full Year Income Statement)
- Income Statement YTD + Full Year Forecast for current year
- Forecast for 3 next years
- Sensitivity analysis – check your net income or loss with modifiers:
- Revenue % Growth, COGS % Growth, Operating Expense % Growth
Activity Log
- Sales CRM automatically logs every action related to customer, deal, and task
Support in Sales CRM
- Help with creating custom categories
Customization
No hidden fees or features. Everything is available with a single payment.
Requirements
- Windows Operating System
- Microsoft Excel 2013, 2016, 2019, 365
O.Willis –
I only bought it for drag & drop kanban. It’s worth it!
LAdetailing –
First, I bought Excel CRM and asked for a modification. Then I got Sales CRM as a free update.
The difference between the sheets is huge! More tables and above all sheets are unlocked
F.Hiatt –
good product and easy to work with
O.Bre –
Very easy to use and works great for our business
B.Walter –
Sent fast, great communication, great time tracking feature