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There are multiple pre-made templates that you can use to optimize your customer relationships.

With Excel, you don’t need to create a CRM from scratch. You don’t even have to spend a great deal of time and money on getting your new team members comfortable with it (unless you’re planning to use complex formulas).Ĭustomizable with tons of templates available Most people have received some sort of training in using Excel, and there are tons of helpful videos and articles available online to amp up your knowledge about the software. If previously you recorded all your customer data manually, then moving to Excel seems like an obvious next step.

Quick to get started and requires minimal training That’s not a problem with Excel since it is completely free to use, with no increasing fees for larger datasets or multiple users. One of the biggest reasons why smaller companies don’t invest in professional software is a lack of budget.

Quick to get started and requires minimal training.What are the advantages of creating a CRM in Excel?Ĭonsidering building your free CRM with Excel? You’ll love these benefits: Is an Excel CRM really the right choice?.3 Tips for using your Excel spreadsheet CRM effectively.How do I create a CRM in Excel? 3 easy steps to follow.What are the disadvantages of using Excel as your sales CRM?.What are the advantages of creating a CRM in Excel?.This article covers everything you need to know about using Excel to create a CRM from scratch, plus a free downloadable template. But first, you need to know how to build one-and if using Excel is right for you. It might not be the finest choice (we mention a better solution later), but it’s a great starting point.Ī CRM makes your life a whole lot easier by managing your customer data efficiently. Excel is one of the easiest-and cheapest-ways to do it. Let’s make this clear if you sell something, you need a Customer Relationship Management platform (CRM). But so does a load of customer information waiting to be organized and used strategically in the future.

But what happens when they work? Sure, clients increase, and money starts rolling in. As a small business owner, you must have executed a few strategies for greater market exposure.