Best CRM Excel Templates for Small Business (2026)

How we compared CRM Excel templates (and what 'best' means here)

This search is mostly free lead-magnet templates from CRM software companies (Salesflare, HubSpot, Salesforce, Pipedrive) trying to get you to eventually sign up for their paid SaaS product. A handful of paid, standalone spreadsheet options also show up: one general Etsy listing, one real-estate-specific Etsy listing, and LuxTemplates' freemium real estate CRM.

We compared price, platform, and what each option calculates versus what it leaves to you: a static deal list you update by hand versus something that computes stage-to-stage conversion, forecasts, or flags stale deals automatically.

We make the CRM & Sales Pipeline Tracker listed below, so we have a stake in this comparison. Competitor descriptions below come only from what each page's title, description, and pricing state.

The options, compared honestly

Etsy's 'CRM Template Spreadsheet Excel and Google Sheets (With Resale Rights)' listing shows an original price of $499.97 with a 70 percent discount applied, but the final discounted price was not confirmed on the page we checked. Its resale-rights framing suggests it is meant to be resold, not just used.

A separate, real-estate-specific Etsy listing, 'Real Estate CRM Template for Google Sheets, Editable,' is priced at $2.48 — a much lower price point aimed at a narrower use case.

LuxTemplates' Real Estate CRM is a freemium product: a free Starter tier, a Business tier at $8 per month, or a Business Lifetime tier at $148, positioned as an ongoing spreadsheet-based tool rather than a one-time download.

Salesflare, HubSpot, and Salesforce each publish a free CRM template for Excel or Google Sheets as a lead magnet for their paid CRM software — useful as a starting structure, but built to get you into their sales funnel rather than as a standalone product.

When a free template is enough

If you just need a place to log deals and contacts with no automation, the free Salesflare or HubSpot templates are enough, and cost nothing.

For a specific vertical instead of a generic pipeline, our own free templates cover that: a CRM dashboard starting point (tabletemplates.com/free/crm-excel-dashboard), a real estate client database (tabletemplates.com/free/real-estate-client-database-excel-template), and a real estate pipeline template (tabletemplates.com/free/real-estate-pipeline-template-excel).

The gap in every free template we reviewed is the same: none calculate true stage-to-stage conversion (where deals actually die in your pipeline) or run a multi-scenario forecast against a monthly goal — you would build that math yourself.

What you actually get for the money

Our CRM & Sales Pipeline Tracker ($14, one-time, Excel and Google Sheets) calculates true stage-to-stage conversion so you can see exactly which pipeline stage kills your deals, something none of the free CRM templates or Etsy listings we checked describe on their pages.

It forecasts in three scenarios — conservative, expected, best case — against your monthly goal, and flags stale deals and follow-up-due dates directly in the deal list across up to 300 deals.

At $14, it costs more than the $2.48 real-estate Etsy listing but far less than LuxTemplates' $148 lifetime tier or its $8/month recurring option, and it is a one-time purchase rather than a subscription.

Our pick by use case

Just need somewhere to log contacts and deal status with no calculations: the free Salesflare or HubSpot templates are enough.

Want to see which pipeline stage is actually losing you deals and forecast against a monthly target without paying a monthly SaaS fee: our $14 CRM & Sales Pipeline Tracker is built for that as a one-time purchase.

Working specifically in real estate and want the cheapest paid option: the $2.48 Etsy real estate CRM listing is the lowest price point in this comparison, though its page does not describe automated conversion tracking.

Want an ongoing, freemium spreadsheet-based tool with a paid tier that adds features over time rather than a single one-time file: LuxTemplates' free Starter tier or its $8/month Business tier fits that model.