Templates
Free Excel CRM template: companies, contacts and deals, linked
A CRM in Excel fits in three tabs tied together by the company name: the companies, the people who work there and the deals in progress. This free template sets them up with the fields of a real CRM, drop-down lists that link the tabs and a calculated dashboard. Its thirty-three columns are those of the objects that ship with Kasar: every one of them is recognized on import.
Facts checked on October 6, 2026
crm-excel-template.xlsx
Excel .xlsx, no macros, free and no sign-up · 16 KB
Tabs: Companies · Contacts · Deals · Dashboard · How to use
33 of 33 columns recognized by the Kasar import
01Building a CRM in Excel: the structure that holds
The temptation is to put everything on one sheet: one row per customer, with the contact, the phone number and the deal amount. It breaks as soon as a company has two contacts or two deals. You copy the address, duplicate the row, and the two versions drift apart. A CRM separates what is different: one company, several people, several deals.
The template follows that split. The Companies tab holds one row per company. The Contacts tab holds one row per person and names their company. The Deals tab holds one row per deal and names its customer and decision maker. The link between tabs is the company name, picked from a list that reads column A of the Companies tab: no way to tie a contact to a misspelled company.
02Companies tab
Company
- What it holds
- The company name, one row per company.
- In Kasar, on import
- Company name, unique in Kasar and a duplicate key.
Website
- What it holds
- The company website.
- In Kasar, on import
- Website; it also ties contacts to the company by email domain.
Industry (list)
- What it holds
- The industry.
- In Kasar, on import
- Industry field, same values.
Size (list)
- What it holds
- The headcount bracket.
- In Kasar, on import
- Size field, same values.
Annual revenue (list)
- What it holds
- The revenue bracket.
- In Kasar, on import
- Annual revenue field, same values.
Status (list)
- What it holds
- The relationship with the company.
- In Kasar, on import
- Company status.
Source (list)
- What it holds
- Where the company came from.
- In Kasar, on import
- Company source.
City
- What it holds
- Head office city.
- In Kasar, on import
- Address city.
Country
- What it holds
- Head office country.
- In Kasar, on import
- Address country.
Owner
- What it holds
- The rep who owns the account.
- In Kasar, on import
- Company owner.
Notes
- What it holds
- Account context.
- In Kasar, on import
- Company description.
Industry, Size and Annual revenue offer the brackets that ship with Kasar, from “1-10 employees” to “1000+ employees” for size. The website is not decorative: in Kasar, it automatically ties to the company any contact whose email uses the same domain.
03Contacts tab
First name
- What it holds
- The person’s first name.
- In Kasar, on import
- Contact first name.
Last name
- What it holds
- The family name.
- In Kasar, on import
- Contact last name. A single “Full name” column would be split, but two columns avoid any order mistake.
Company
- What it holds
- The company, picked from the Companies tab.
- In Kasar, on import
- Link to the company record of the same name, created if missing.
Job title
- What it holds
- The person’s role.
- In Kasar, on import
- Position stored on the link between the contact and the company.
- What it holds
- The work address.
- In Kasar, on import
- Contact emails. First key used to spot duplicates.
Phone
- What it holds
- Direct line or mobile, with the country code.
- In Kasar, on import
- Contact phones, converted to international format.
- What it holds
- The LinkedIn profile URL.
- In Kasar, on import
- Contact LinkedIn profile, another duplicate key.
Status (list)
- What it holds
- Where the relationship stands.
- In Kasar, on import
- Status field, same values as the list.
Source (list)
- What it holds
- Where the contact came from.
- In Kasar, on import
- Source field, same values as the list.
Owner
- What it holds
- The rep who owns the contact.
- In Kasar, on import
- Owner, matched to a teammate by name or email; otherwise you.
Notes
- What it holds
- What to know before calling.
- In Kasar, on import
- Contact description.
04Deals tab
Name
- What it holds
- The deal name: customer and scope.
- In Kasar, on import
- Opportunity name.
Company
- What it holds
- The customer, picked from the Companies tab.
- In Kasar, on import
- Opportunity customer: link to the company, created if missing.
Main contact
- What it holds
- The decision maker, first and last name as written in the Contacts tab.
- In Kasar, on import
- Main contact, found by full name.
Amount
- What it holds
- Deal value, before tax.
- In Kasar, on import
- Amount, in the default currency.
Pipeline (list)
- What it holds
- The deal stage.
- In Kasar, on import
- Stage of the sales pipeline, matched by its label.
Probability (%)
- What it holds
- Odds of signing, from 0 to 100.
- In Kasar, on import
- Probability (%); Kasar derives the weighted amount.
Expected close date
- What it holds
- Target signing date.
- In Kasar, on import
- Expected close date.
Type (list)
- What it holds
- New logo or existing customer.
- In Kasar, on import
- Type field, same values as the list.
Source (list)
- What it holds
- Where the deal came from.
- In Kasar, on import
- Opportunity source.
Owner
- What it holds
- The rep who owns the deal.
- In Kasar, on import
- Opportunity owner.
Notes
- What it holds
- Context in one sentence.
- In Kasar, on import
- Opportunity description.
Main contact repeats the first and last name exactly as in the Contacts tab: that full name is how the import finds the person. The Pipeline column holds the deal stage under the name of the Kasar field, with the seven stages of the default sales pipeline.
05The dashboard
The Dashboard tab holds nothing but formulas. It counts deals by stage, adds up their amount, calculates the amount weighted by probability, and flags open deals whose expected close date has passed. On the example rows, it shows 16,780 weighted out of 51,860 in total, all stages included. Nothing to type: it updates with every change to the Deals tab.
06Rules that keep the file clean
- Create the company before its contacts and deals.
- One person per row, first and last names apart.
- A lost deal moves to Lost, with the reason in Notes.
- Typing a company name by hand in Contacts instead of picking it from the list.
- Merging cells or adding title rows in the middle of the data.
- Deleting a row that went quiet : set it to Inactive instead.
07How far an Excel CRM goes
For a team of two or three and a few hundred companies, this workbook does the job. Excel is not limited by volume: a worksheet takes 1,048,576 rows. Its limits are elsewhere. Conversations stay out of it: an email, a call, a LinkedIn message remain in their own tool and have to be copied over. Links between tabs rest on how a name is spelled. And several people working in the same file takes Microsoft 365 and a workbook on OneDrive or SharePoint; without that, everyone edits their own copy.
The sign that it is time for a CRM is not the row count. It is the day someone asks “who last spoke to this customer?” and the file has no answer.
08Importing this Excel CRM into Kasar
Kasar reads one tab per file: the one with the most cells. To import all three, save each tab as CSV with File, Save As, CSV. Excel only saves the active tab: repeat for each one. Then drop the three files together in Settings, Import (up to ten per run).
At the review step, put Companies first, then Contacts, then Deals: what is referenced must exist before what references it. All thirty-three columns are recognized. Contact duplicates are spotted by email, phone or LinkedIn profile, company duplicates by name or domain; opportunities have no duplicate rule, so import them once. Every step is detailed on the importable Excel templates page, and the small business guide to CRM foundations helps decide what deserves to go in.
In Kasar, the three tabs become three linked objects, and the question of the last conversation gets its answer: emails, LinkedIn and WhatsApp messages, calls and meetings land on the contact record, and the company record brings them together.
Frequently asked questions
Because a company has several contacts and several deals. On a single sheet, the company has to be copied on every row, and the copies end up drifting apart. Three tabs linked by name remove the copying.
Yes. The Company column of the Contacts and Deals tabs reads column A of the Companies tab down to row 1000. A company added to Companies shows up in the list right away.
Yes, but only one tab will be read: the one with the most cells. To import all three objects, save each tab as CSV and drop the three files together.
Sources
Every fact on this page can be checked on the official page below, read on the date shown.
- Microsoft Support, Import or export text (.txt or .csv) files · read on October 6, 2026
- Microsoft Support, Excel specifications and limits · read on October 6, 2026
- Microsoft Support, Create a drop-down list · read on October 6, 2026
- Microsoft Support, Collaborate on Excel workbooks at the same time with co-authoring · read on October 6, 2026