CRM in Excel icon
CRM in Excel icon

CRM in Excel

An offline CRM built inside Microsoft Excel that manages leads, follow-ups, and your sales pipeline with a one-time purchase and no subscription.

CRM in Excel screenshot 1

Cost / License

  • Pay once
  • Proprietary

Application types

Platforms

  • Microsoft Excel
  • Windows
CRM in Excel screenshot 1
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Features

Properties

  1.  Privacy focused
  2.  Lightweight

Features

  1.  Reminders
  2.  Ad-free
  3.  No Tracking
  4.  No registration required
  5.  Full-Text Search
  6.  Works Offline
  7.  No Coding Required
  8.  Import CSV Data
  9.  Portable
  10.  Offline

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CRM in Excel information

  • Developed by

    PL flagMichal B. Fedor

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    One time purchase (perpetual license) ranging between $56 and $70.

  • Alternatives

    6 alternatives listed

  • Supported Languages

    • English

AlternativeTo Categories

Office & Productivity, Business & Commerce

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What is CRM in Excel?

CRM in Excel is a customer relationship manager that runs entirely inside Microsoft Excel, with no cloud account and no monthly fee. You buy it once and own it. It is built for solo sellers, insurance and financial advisors, freelancers, and small teams who want to organize their contacts and never miss a follow-up or a renewal.

It includes an acquired-leads database and a cold-leads database, a sales pipeline view, follow-up reminders with a date picker, and ready SMS and email templates. Because the file lives on your own computer, your client data stays offline and under your control, which makes it a privacy-friendly, GDPR-conscious choice for anyone who does not want their contacts sitting on someone else's server.

Made in the EU by Michal B. Fedor.

Official Links