Small Business CRM Excel Template — Track Leads, Deals & Follow-Ups

🔥 Small Business CRM Excel Template: Instant Download

See every contact, deal and follow-up in one workbook, without per-seat CRM software.

Contacts, companies, deals and activities feed a live Dashboard that shows open and weighted pipeline value and overdue follow-ups: 6 working tabs plus START HERE and Settings, in one file that is yours to keep.

✨ What It Does for You

• Know what your pipeline is worth: open and weighted value calculate from your Deals
• Catch follow-ups before they slip: planned and overdue activity counts show on the Dashboard
• Keep everyone on the same page: owner, status and next follow-up date on every contact
• Fit it to your process: Stages explain each step and Settings holds editable dropdown lists

📦 What's Inside

• Dashboard: total contacts and companies, open deals, open and weighted pipeline value, won value, overdue and planned follow-ups, pipeline by stage, and open deals by owner
• Contacts and Companies: type, source, owner, and status dropdowns, with last contact and next follow-up dates
• Deals: stage, value, probability, weighted value (calculated), expected close, owner, and next step
• Activities: calls, emails, and meetings linked to contacts and deals, with Planned / Completed / Overdue status
• Stages and Settings: what each pipeline stage means with suggested next actions, plus editable dropdown lists

💡 Who This Is For

• Solopreneurs and freelancers managing leads in their inbox
• Small sales teams that want one shared pipeline
• Owners who want CRM basics in a spreadsheet

🔄 Before and After

• Before: Leads living in inboxes and notebooks. After: Contacts and Companies tabs with owner, status, and next follow-up date
• Before: No idea what the pipeline is worth. After: Open and weighted pipeline value on the Dashboard, calculated from your Deals
• Before: Follow-ups slipping through the cracks. After: An Activities log whose planned and overdue counts show on the Dashboard

⚡ Get Started in Minutes

• Download the .xlsx and open it in Excel or Google Sheets
• Read the first tab for the setup steps
• Replace the sample rows with your own
• Pick from the dropdowns as you log and the calculated columns update

Organization tool only.

Sample data is fictional. Replace it with yours.

🔒 Instant Access

Once you purchase, you get immediate access to your file. It is yours to keep.

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

Thank you for supporting a growing brand.

— Kyle P. Herrick, Founder

✔️ Satisfaction Guarantee

If this template doesn’t help you save time or improve your workflow, message me and I’ll make it right. Your success matters.

💬 Need Help?

Message me anytime. I’m here to help you get the most out of your templates. Email herrickkyle87@outlook.com.

Put your whole pipeline in one place today. Click Buy Now.