Free CRM Excel template for UK small businesses. Contacts, pipeline with stage dropdowns and overdue flags, and a dashboard with win rate. Google Sheets ready.
A spreadsheet CRM needs three things: a contacts list with source and owner, a pipeline with one row per deal (value, stage, close date, next action date), and a dashboard that adds it up. That structure is enough for one or two people selling. When several people share the sheet, or follow-ups depend on memory, you have outgrown it.
Free download
A free CRM Excel template for small businesses that run sales from a spreadsheet. One workbook with a Contacts tab, a Pipeline tab with stage dropdowns and next action dates that turn red when they slip, and a Dashboard that totals your pipeline by stage, works out your win rate and counts overdue follow-ups. It works in Google Sheets too.
One Excel workbook: Contacts, Pipeline with stage dropdowns and overdue follow-up flags, and a Dashboard with pipeline value by stage, win rate and overdue count. Enter your details and the file downloads immediately.
No newsletter spam. The form sends me your name, email and the exact resource requested so I can follow up properly.
Your request has been sent to me with the resource name, so I can follow up with the right notes.
Download Excel workbookFormulas cover 200 rows out of the box and extend easily. Values in GBP, example figures illustrative. Rates last checked: 15 July 2026.
Spend any time on small business forums and the same confession keeps coming up: the company pays for a CRM, but the pipeline that actually gets worked lives in someone's private Google Sheet. That is not a moral failing. It usually means the official system asks for more than it gives back, so people route around it.
This template leans into that reality instead of fighting it. If a spreadsheet is where your sales process genuinely lives, make it a good one: consistent stages, a follow-up date on every deal, and a dashboard that answers "what is coming in" without any tidying. A structured sheet like this is honestly fine for a single owner or a two person sales effort.
The point where it stops being fine is predictable: multiple editors, drifting copies, deals slipping because nobody owns the follow-up, and Friday afternoons lost to rebuilding the numbers for a meeting. When the spreadsheet becomes the thing you manage instead of the thing that helps you sell, that is the signal to move, and moving well is mostly a data exercise: cleaning the contacts, mapping the columns and reconciling the pipeline before anyone touches new software. That data groundwork is exactly what we do at Digital Adaption, and our data migration readiness review exists for precisely this moment.
Yes, and for a lot of small businesses it is the right call. If one or two people manage the sales pipeline and you have under a few hundred contacts, a well structured spreadsheet with a contacts tab, a pipeline tab and follow-up dates does the job without another subscription. The problems start when several people update it at once or follow-ups depend on someone remembering to look.
Three tabs. A Contacts tab with name, company, email, phone, lead source and owner. A Pipeline tab with one row per deal: value, stage (Lead, Contacted, Proposal, Won, Lost), expected close date and a next action date. And a Dashboard that totals pipeline value by stage, works out your win rate and counts overdue follow-ups. This free template has all three built.
Yes. Upload the workbook to Google Drive and open it with Google Sheets. It only uses portable functions (SUMIFS, COUNTIF, COUNTIFS, IF and TODAY), so the dashboard, the stage dropdowns and the red overdue formatting all carry over.
Watch for four signs: more than one person is updating the sheet and versions are drifting apart, follow-ups only happen when someone remembers to check, you cannot answer 'what is in the pipeline this quarter' without an hour of tidying, or the real pipeline has quietly moved into one person's private copy. Any one of those means the spreadsheet has become the bottleneck.
The Dashboard uses SUMIFS and COUNTIF against the Pipeline tab, so it updates itself as you type. It shows deal count and value for each stage, open pipeline value, win rate calculated as won deals divided by won plus lost, and a count of open deals whose next action date has slipped into the past.