CRM Free Excel Templates – Manage Leads, Opportunities, and Sales Pipeline Easily

Two Free Excel CRM Templates for Complete Sales Funnel Control

In this post, you’ll find not just one, but two free CRM Excel templates designed to help you manage your sales funnel from the first contact (lead) to the final quotation.

Both templates have the same goal: to give you visibility and control over your commercial opportunities, allowing you to plan, track, and convert leads into sales — just like in a professional CRM system.

Why Use an Excel CRM Template?

While Excel isn’t a substitute for a full CRM software, it can be a great starting point to understand the CRM process and practice structured sales management.

Modern CRMs (like Odoo, HubSpot, or Salesforce) are integrated, cloud-based, and mobile-friendly.
However, for users or small companies accustomed to Excel, these templates offer a familiar and practical environment to manage leads, contacts, and opportunities efficiently.

These templates are:

Ideal for learning how CRM workflows operate
Useful for small teams or individual sales professionals
A free, open, and editable model that can be adapted to any business

CRM Excel Template M1 – Table-Based Sales Management

The M1 version of the Free Excel CRM Template manages contact and opportunity data in table format, similar to what you’d find in many ERP systems like Odoo.

🔧 Main Configuration Options

You can predefine:

Products and units of measure
Sales channels and salespeople
Opportunity stages and quotation states
Commercial activities
Payment methods and terms

This ensures standardized data entry and greater control throughout your sales process.

📋 How It Works

Register contacts and opportunities directly in structured tables
Each opportunity can have one main commercial activity assigned
When an opportunity becomes a quotation, simply link the opportunity code for follow-up and traceability

✅ Best for: users who prefer a clean, spreadsheet-style layout to manage structured CRM data.

CRM Excel Template M2 – Form-Based CRM with Activity Tracking

The M2 version improves usability and tracking capabilities.
Instead of tables, this version works with form views for each contact and opportunity, emulating the behavior of a real CRM like Odoo.

⚙️ Enhanced Functionality

Manage up to 50 contacts, 50 opportunities, and 50 quotations (expandable if you know Excel)
Record multiple commercial activities per opportunity, allowing better planning and follow-up
Easily switch between form and list views for flexible navigation

📈 Why It’s Powerful

The ability to log and monitor several commercial actions per opportunity means you can:

Increase conversion rates
Optimize sales cycles
Gain a deeper understanding of your customer relationships

✅ Best for: users who want a more dynamic, form-based CRM with advanced follow-up tracking.

Key Features Shared by Both CRM Templates

100% Free and editable Excel files
Ready-to-use configuration options
Predefined dropdowns for quick data entry
Possibility to customize languages, labels, and fields
Based on real CRM logic used in ERP systems like Odoo

Limitations and Recommendations

Excel has limitations in handling large datasets or real-time synchronization.
If you need:

Unlimited contacts and opportunities
Multi-user access or mobile integration
Automatic email or call tracking

Then it’s best to upgrade to a specialized CRM, such as Odoo CRM, which offers unlimited scalability and seamless integration.

Start Managing Your Sales Pipeline in Excel

If you’ve never used a CRM before, this is the perfect opportunity to understand how lead management and opportunity tracking work — using a tool you already know: Excel.

👉 Download both CRM Excel Templates (M1 & M2) for free, explore their structure, and experience how easy it is to manage your sales funnel like a pro.

W.V
Hi Dani,
Discovered you online by looking for some CRM templates and found a template, attaching here. A quick question–how did you create that App-like feature in the Excel? Is this by using some 3rd party service or directly in the Excel? If it is directly… how on earth is that possible? 🙂 Is this some special functionality that I could Google to know more about it? I already searched, nothing seems to come up!

Great work you did there, thanks for sharing it with everyone.

Download this Template here

More information about Controlling Tools

ERP ODOO Functional Consultant and Controller (Management Control & Controlling)

Dani Granero

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