Explore Excel CRM templates Creating an entire Excel CRM from scratch can be time-consuming, especially for busy entrepreneurs, professionals, and business owners.

Learn how to turn Excel into a powerful, cost-effective CRM system. Manage customer data, track leads, and automate workflows with ease.

How to Import Contacts From Excel to CRM. One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager ...

“I’ve reviewed a lot of CRM services. Most all of them are hosted, online, and not software. The biggest competitor for these tools is one of two things: a) doing nothing or b) using Excel.

“No one should be embarrassed about using Excel as their CRM,” says Nate Kontny, CEO of Highrise, a CRM application for managing leads and follow-ups.