Kasar
Free sales templates, ready to download
Excel workbooks for everyday sales work: a prospect list, a pipeline tracker, a quote follow-up sheet, a three-tab Excel CRM and a fundraising tracker. Every column carries a name the Kasar import recognizes, so the file moves into the CRM with nothing to retype. All free, no form to fill in.
Facts checked on October 6, 2026
Templates
Five free Excel sales templates, ready to import
Five free Excel sales templates: prospect list, pipeline, quote follow-up, Excel CRM, fundraising tracker. .xlsx files whose columns Kasar recognizes on import.
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Free Excel prospect list, ready to import
Free Excel prospect list template: 14 columns, status and source drop-downs, due follow-ups in orange, a summary tab. Headers the Kasar import recognizes as is.
OpenExcel sales pipeline template: every deal, stage by stage
Free Excel sales pipeline template: 7 stages, win probability, weighted amount calculated per stage, overdue deals in orange. Column names the Kasar import reads.
OpenQuote follow-up tracker in Excel: the sheet and the method
Free Excel quote follow-up tracker: follow-ups sent, next follow-up in orange on the day, signed quotes in green, and a summary of the follow-ups due every morning.
OpenFree Excel CRM template: companies, contacts and deals, linked
Free Excel CRM template with three linked tabs, companies, contacts and deals, plus drop-downs and a dashboard. The exact fields of a real CRM, ready to import.
OpenFundraising tracker in Excel: your investor pipeline
Free Excel template to track a fundraise: one investor per row, 7 stages from first contact to close, weighted ticket per stage, and due next steps in orange.
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01One job per workbook
Each workbook starts from one job: finding prospects, following deals, chasing quotes. Drop-down lists hold the values a Kasar workspace ships with, simple color rules flag what needs attention today, and a How to use tab explains every column. The sample rows are fictional and say so. Nothing in them is a real customer, and every value can be overwritten or deleted before you start.
Every page also shows what Kasar does with the same job: the sequence that stops when the prospect replies, Leo drafting the follow-up from the record history, and the import that matches your columns and flags duplicates before anything is created. The French site adds follow-up email templates, one sales situation per page, and meeting report templates for client meetings, site visits, discovery calls, demos and team meetings.
Frequently asked questions
Yes. Each file downloads directly, with no email address to give.
The one for the job that costs you most today. For many teams, that is the quotes nobody follows up on, so the quote follow-up tracker is a good first file.
You can add your own columns freely. Keep the existing headers as they are if you plan to import the file into Kasar: they are what the automatic mapping recognizes.
Kasar, the CRM that prospects, follows up and fills itself in.
It captures.
Emails, LinkedIn, WhatsApp, calls and meetings land on the record, with no data entry.
It acts.
Tasks, meeting notes, follow-ups: the CRM keeps itself current and tells you what to do next.
It prospects.
One sequence chains email, LinkedIn and WhatsApp. The reply lands on the record, next to the deal.
It takes your shape and connects to everything.
Your objects, your fields, your relationships. Everything else goes through webhooks, the API and the MCP server.
See what it looks like on your own data
14-day free trial. Or spend 30 minutes with us on your pipeline.