Depending on the size of your organization and its budget, adopting a costly system may not be an option. The only question is how much of an investment you wish to make and how complex that system needs to be.īuyerzone reports that 90 percent of B2B companies with more than 11 employees already use CRM software. If your organization sells anything, it needs a CRM resource. This article has a list of 35 free Excel CRM templates that you can use to organize your sales process and stay organized as you grow your business. If you are looking for free CRM resources, we aim to deliver. While there are some costly online CRM systems that you can invest in, you can also get this job done with an Excel spreadsheet provided it is set up correctly. Short for Customer Relationship Management, these tools do what you might expect - help you manage your relationships and contacts with current and potential clients. If you run or work for a sales-driven company and don’t use a CRM, you could be missing some opportunities.

A free Excel CRM template can help your small business manage customer relationships.

Microsoft access crm template