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.

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Cost / License

  • Pay once
  • Proprietary

Application type

Platforms

  • Microsoft Excel
  • Windows
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CRM in Excel was added to AlternativeTo by michalbernardfedor on and this page was last updated .

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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.