Free downloadExcel compatible
Free CRM Template for Excel & Google Sheets
Keep contacts, deals and follow-up activity in one Excel workbook. See your deal stages and probability-weighted pipeline value.
XLSX · 23 KB · No email or payment needed
How to use this template
- Download the XLSX file. No Tidy Drafts account or email is needed.
- Open the file directly in Excel, or upload it to Google Drive and choose Open with Google Sheets.
- Read the Read me sheet, enter your own details in the yellow input cells, and keep formula cells intact.
Resolve missing values or probabilities before relying on pipeline totals. This workbook has no email integration or Kanban board.
Google Drive file help ↗What’s inside the download
Contacts
100 rows for contact IDs, names, company details and owners.
Deals
100 rows with stage, value, probability, follow-up date and owner.
Activity log
200 records for calls, emails, meetings and next steps.
Pipeline
Stage counts, deal values and expected-value summaries.
First worksheet preview
Preview of the actual file. Open it for a closer look; edit your downloaded copy.
Template features
- Five sheets including setup instructions
- Stage dropdowns and follow-up status
- Expected value calculated from your entered probability
- Won and Lost stages use full value and zero respectively
Frequently asked questions
What do I receive?
Keep contacts, deals and follow-up activity in one Excel workbook. See your deal stages and probability-weighted pipeline value. Resolve missing values or probabilities before relying on pipeline totals. This workbook has no email integration or Kanban board.
Is this template free?
Yes. Download the complete file without payment, an email address or a Tidy Drafts account. You may adapt it for personal and business work, including completed client documents.
How do I open and edit it?
Open the file directly in Excel, or upload it to Google Drive and choose Open with Google Sheets. Read the Read me sheet, enter your own details in the yellow input cells, and keep formula cells intact. A Google account is required to edit in Google Drive. Downloading from Tidy Drafts does not require one.
Can I use it more than once?
Yes. Keep a clean copy and duplicate it before starting a new project, month or client document. Replace the supplied prompts or examples with your own information.