A CRM template Excel is a pre-formatted spreadsheet that provides a framework for managing customer relationship management (CRM) data in Microsoft Excel. It includes fields for recording customer contact information, sales history, marketing campaigns, and other relevant data.
CRM templates Excel can help businesses track customer interactions, manage sales pipelines, and improve customer service. They can also be used to generate reports and insights that can help businesses make better decisions. Many CRM templates Excel are available online, both free and paid. Some popular options include the HubSpot CRM template Excel, the Salesforce CRM template Excel, and the Zoho CRM template Excel.