Excel CRM Template for Small Businesses (editable)

Take control of your customer relationships and business performance with our all-in-one Excel CRM dashboard template. Designed for small to medium teams, this template combines data entry, reporting, and dashboards into one easy-to-use tool.
 
What you get:
Customer & Employee databases with structured entry forms
Order tracking with automated totals, discounts, and ratings
KPI setup for monthly sales and performance targets
Interactive dashboards with slicers for Year, Month, Manager, and more
Pre-built PivotCharts and reports for payments, services, and staff performance
Conditional formatting and validation to keep your data clean
 
Why it’s special:
100% Excel-based — no extra software needed
Ready to use instantly, but fully customizable
Works with Microsoft 365 / Excel 2019+
Includes a step-by-step user guide
fully-customizable
 
Perfect for:
Service businesses
Agencies and consultancies
Small teams looking for a CRM without subscription costs
👉 Enter your data, refresh, and instantly see results in your dashboard.