CRM Excel Template Builder
Download a ready-to-use CRM template for Excel with leads, contacts, deals, or pipeline columns.
Leads template
Track inbound leads before they become contacts or deals. Download a CSV file that opens in Excel, Google Sheets, or most CRMs that accept spreadsheet imports.
| Lead Name | Company | Phone | Source | Status | Owner | Created Date | Notes | |
|---|---|---|---|---|---|---|---|---|
| Jordan Lee | Harbor HVAC | jordan@harborhvac.com | +1 405 555 0142 | Website | New | Alex Rivera | 2026-09-01 | Asked about after-hours coverage |
| Sam Patel | Northside Clinic | sam@northsideclinic.com | +1 984 555 0188 | Referral | Contacted | Alex Rivera | 2026-09-02 | Wants callback after 5pm |
How to use a CRM template for Excel
Choose a leads, contacts, deals, or pipeline template, preview the columns, then download a CSV file. Open it in Excel or Google Sheets, replace the sample rows with your data, and import it into most CRMs that accept spreadsheet uploads.
Keep column names consistent when you import. If your CRM expects different field labels, rename the headers before uploading so mapping stays clean.
Turn spreadsheet leads into answered calls
Once your CRM list is ready, Frontmate can answer the business line and capture the next lead while your team works the pipeline.