CRM Template Download
Download free CRM spreadsheet templates for sales pipelines, leads, customers, activity logs, and follow-ups.
Sales pipeline template
Track open opportunities by stage, amount, owner, and close date.
9 columns · opens in Excel
Lead tracker template
Log inbound leads, source, status, and follow-up dates.
9 columns · opens in Excel
Customer database template
Keep a clean list of customers, contacts, and account details.
9 columns · opens in Excel
Activity log template
Record calls, emails, meetings, and next actions for each account.
9 columns · opens in Excel
Follow-up list template
Prioritize callbacks and reminders so no lead falls through.
9 columns · opens in Excel
Free CRM templates you can download
Choose a sales pipeline, lead tracker, customer database, activity log, or follow-up list template. Each download is a CSV file that opens in Excel or Google Sheets and imports into most CRM tools.
Start blank or include sample rows so your team can see how to fill each column. Keep field names consistent when you import so mapping stays clean.
Keep every lead that calls your business
While your team works the CRM list, Frontmate can answer the phone and capture new opportunities.