Free template
Excel CRM Lite
Track leads, schedule follow-ups, and send email from one workbook - built for owners who need pipeline visibility without another subscription.
- Cost$0 download
- DeployMinutes to first use
- SupportOptional DabOps customization
Download
Get the template free
Unzip, open in Excel or Access, and adapt to your workflow. No subscription required.
Overview
Pipeline control inside Excel
Scattered notes and inbox threads make follow-ups slip. CRM Lite gives you a single macro-enabled workbook for contacts, status, reminders, and templated email - no new platform to administer.
Deploy in minutes: download, enable macros, and start logging leads the same day.
Operational friction
When spreadsheets are doing CRM by accident
Missed follow-ups
Reminders live in personal calendars instead of next to the contact record.
Duplicate entries
Multiple tabs and exports create conflicting phone numbers and statuses.
Slow outreach
Copy-paste email blocks add friction between logging a lead and sending a note.
What you get
Built-in capabilities
Contact database
Structured fields for company, source, status, and history in one view.
Reminder engine
Date- and type-based follow-ups (call, email, meeting) tied to each contact.
Email templates
Send from Excel via Outlook using stored templates - fewer manual drafts.
Status tracking
Dropdown stages so the team agrees on what “in progress” means.
Screenshots
See it in action
Screenshots from the live template - scroll the gallery to preview key screens.
Excel CRM Lite Dashboard
Add Reminder in Excel CRM Lite
Send Email in Excel CRM Lite
Excel CRM Lite Dashboard
Managing Contacts in Excel CRM Lite
Editing Contact in Excel CRM Lite
Delete Contact in Excel CRM Lite
Upcoming Reminders in Excel CRM Lite
Delete Reminder in Excel CRM Lite
Customization
Extend CRM Lite to your sales motion
Add custom fields, dashboards, or integrations to your CRM process. DabOps scopes changes at $75/hour with a written estimate before build.
Excel CRM & project management development →Frequently asked questions
Downloads, licensing, and when to involve our team
Yes. Download and use it inside your organization at no charge. Redistribution or resale of the template file is not included.
Yes. We add fields, approvals, integrations, and reporting on a scoped basis at $75/hour. See /pricing for typical ranges, or book an assessment to scope work.
The file runs locally in Microsoft Excel or Access on your PC. Email or cloud features only apply if you enable them in your environment.
Yes, when Outlook is installed on Windows and macros are enabled. Email actions use your local Outlook profile.
Next step
Want this template wired into your real operations?
Book an Automation Opportunity Assessment. We map how data moves today, then propose customization or a production-grade build.
- No Onsite Visit Required
- No Technical Specification Required
- Assessment Before Commitment
- Clear Scope Before Work Begins
Questions before you book? Speak with our team at +1 385 386 3860
