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Track client information with our comprehensive collection of Microsoft Excel customer database templates. Download and customize free templates that are designed for small businesses.
Creating a customer database in Microsoft Excel is fairly straightforward when you use a template. Gather the data you want to include, and then download a customer database template. We’ll walk you through the steps to complete it below.
Track leads, opportunities, and sales with the top Excel and Google Sheets CRM templates. All of the templates below are fully customizable and available for free download.
Download free client list templates in Microsoft Excel and Microsoft Word, Google Sheets, Google Docs, and PDF formats.
On this page, you'll find the most effective fillable form templates for Excel, including an Excel data entry form template, an Excel order form template, an Excel inventory form template, and more. Plus, find tips on how to use a fillable Excel form template.
Download free, customizable client management and tracking templates in Word, Excel, Google Docs, Google Sheets, and PDF formats.
Download free sales pipeline templates in Microsoft Word, Excel, PowerPoint, Google Docs, and Google Sheets formats.
Use this free template to create a customized data entry form that allows you to apply multiple restrictions to a field (such as numeric and five digits long for a ZIP code field), make a field mandatory, or make it unique from all other records (for example, for an order number).
Download free, customizable Excel spreadsheet templates for budget planning, project management, invoicing, and other personal and business tasks.
Download free customer profile templates for Microsoft Excel, Word, and PowerPoint; Adobe PDF; and Google Docs and Google Slides.