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FREE Simple CRM Excel Template

Author: ClaritysoftUploaded: 06/05/2018

Pros and Cons of Using Excel for CRM [Free Template]

If you’re a small business owner, you face the challenge of building your company. You want to invest in growth, but don’t have an unlimited budget. Every dollar spent on software is a dollar that can’t be spent on advertising or marketing.

Learn about the pros and cons of using Microsoft Excel to manage customer relationships versus a full-featured CRM. If spreadsheets are the right choice for you, download our free, simple CRM Excel template.


Ready to get started?


  • Inexpensive: Microsoft offers versions of Office 365 starting at $5 per user per month.
  • Flexible: Collect whatever information you choose.
  • Fast Implementation: As soon as you download a template or design your own spreadsheet you can start entering your data.


  • No Backup: If you or one of your employees delete the spreadsheet, all data is lost.
  • Data Not Centralized: A full-featured software package compiles the data, activities and communications sent into one, 360-degree view, making account and contact management easy. Excel can’t compete – emails, phone call logs and activities are spread across each team member’s laptop.
  • Data Not Secure: Every member accessing the spreadsheet can see all the information – there is no way to secure sensitive information such as commission payments.
  • No Integration: Spreadsheets can’t be integrated with other programs like Intuit’s QuickBooks or Microsoft Outlook.
  • No Pipeline or Activity Management: Sales pipelines and sales activities have to be managed manually.


Busted Myths

  • CRMs are expensive: Customer relationship management doesn’t have to be expensive. Claritysoft is just $39 per user per month.
  • CRMs take a long time to implement: Claritysoft’s Quick Start Program gets companies up and running with just 5 hours of consulting across a couple of days. Existing customer data is formatted using Excel or a CSV file and uploaded seamlessly.
  • CRMs are inflexible: As your business evolves, modifying Claritysoft grows with you. There’s no need to hire an expensive consultant to make changes.

Making the right choice depends on your business and your needs.

Still trying to decide?