{"id":38108,"date":"2025-06-06T12:36:26","date_gmt":"2025-06-06T19:36:26","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=38108"},"modified":"2025-08-08T04:49:09","modified_gmt":"2025-08-08T11:49:09","slug":"crm-templates","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/crm-templates\/","title":{"rendered":"12 Free CRM Templates: Excel, Google Sheets, &#038; ClickUp"},"content":{"rendered":"\n<p>We\u2019ve all heard the phrase \u201cthe customer is always right,\u201d and whether you live by it or not, there\u2019s no denying that customers, at the very least, are super important for the success of your business.<\/p>\n\n\n\n<p>And the secret to happy customers? Maintaining healthy relationships with everyone who supports your product. This is the first step in growing your list of life-long customers who will ultimately bring new meaning to your product, fulfillment to your job, and hopefully, become advocates of your business.<em> <\/em>\ud83d\udcc8<\/p>\n\n\n\n<p>Happy customers are the ultimate source of genuine and free organic advertising, which is one of the many reasons why <a href=\"https:\/\/clickup.com\/blog\/tag\/crm\/\">Customer Relationship Management (CRM)<\/a> is so important for every business.&nbsp;<\/p>\n\n\n\n<p>Proper CRM ensures that no customer falls through the cracks and shows that you value the people buying your product (and keeping your company afloat). This is why flexible and user-friendly CRM templates are such a valuable tool. <\/p>\n\n\n\n<p>CRM usage has <a href=\"https:\/\/www.nomalys.com\/en\/28-surprising-crm-statistics-about-adoption-features-benefits-and-mobility\/#:~:text=Overall%20CRM%20usage%20increased%20in,than%2010%20people%20(GetBase).\" target=\"_blank\" rel=\"noreferrer noopener\">boomed across industries year over year<\/a>. In fact, <a href=\"https:\/\/www.zendesk.com\/blog\/tags\/sales\/\" target=\"_blank\" rel=\"noreferrer noopener\">GetBase<\/a> reported over 90% of companies with more than 12 employees\u2014and even 50% of companies with fewer than 10 employees\u2014invest in a CRM system.<\/p>\n\n\n\n<p>Forging and maintaining healthy relationships is serious business, and finding the perfect CRM template is crucial to make sure you\u2019re checking every box for customer success. Follow along as we break down the benefits of using CRM templates alongside <a href=\"https:\/\/clickup.com\/blog\/free-project-management-software\/\">project management software<\/a>, including free CRM templates for ClickUp, Google Sheets, and Excel.&nbsp;<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-09f0922a-11e3-495c-b034-ab5c17c4d8ca\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">This Article Contains:<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#0-what-are-the-benefits-of-using-crm-templates\" style=\"\">What are the benefits of using CRM templates?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#1-12-crm-templates-in-excel-google-sheets-amp-clickup\" style=\"\">12 CRM templates\u00a0in Excel, Google Sheets, &amp; ClickUp<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#2-1-crm-template\" style=\"\">1. CRM Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#3-2-sales-pipeline-crm-template\" style=\"\">2. Sales Pipeline CRM Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#4-3-commission-tracking-crm-template\" style=\"\">3. Commission Tracking CRM Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#5-4-customer-service-management-crm-template\" style=\"\">4. Customer Service Management CRM Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#6-5-simple-crm-template\" style=\"\">5. Simple CRM Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#7-6-real-estate-crm-template\" style=\"\">6. Real Estate CRM Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#8-7-agency-crm-amp-client-health-tracker-by-zenpilot\" style=\"\">7. Agency CRM &amp; Client Health Tracker by Zenpilot<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#9-8-job-search-crm-template\" style=\"\">8. Job Search CRM Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#10-9-google-sheets-crm-template\" style=\"\">9. Google Sheets CRM Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#11-10-excel-crm-template\" style=\"\">10. Excel CRM Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#12-11-apartment-search-crm-template\" style=\"\">11. Apartment Search CRM Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#13-12-crm-whiteboard-template\" style=\"\">12. CRM Whiteboard Template<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-templates\/#14-crm-template-faqs\" style=\"\">CRM Template FAQs<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-are-the-benefits-of-using-crm-templates\">What are the benefits of using CRM templates?<\/h2>\n\n\n\n<p>You can use CRM for virtually <em>anything<\/em>.&nbsp;<\/p>\n\n\n\n<p>Planning to move? There\u2019s a CRM template for that. Need a better way to contact your real estate clients? There\u2019s a CRM template for that too!&nbsp;<\/p>\n\n\n\n<p>CRM is a more organized way of making sure you\u2019re following up with and nurturing your customers or leads. Living off of sticky notes or daily reminders is not the way to foster long-term client relationships, and <a href=\"https:\/\/clickup.com\/blog\/crm-and-project-management\/\">CRM software<\/a> is an excellent way to ensure everyone in your <a href=\"https:\/\/clickup.com\/blog\/contact-list-templates\/\">contact list<\/a> is getting the attention they need when they need it.\u00a0<\/p>\n\n\n\n<p>All companies have slightly different beliefs on how to maximize productivity using CRM. As a result, there are countless pre-made CRM templates available online to fill every niche.&nbsp;<\/p>\n\n\n\n<p>Pre-built and customizable templates are a great starting point for people who could use a few pointers on their first CRM software experience, or seasoned experts who simply want to get the ball rolling faster. \u23f0<\/p>\n\n\n\n<p>They can also help you organize your leads in ways that you simply hadn\u2019t thought of before!&nbsp;<\/p>\n\n\n\n<p>Rather than training wheels, look at templates as your personal assistant. These are tools to enhance your quality of work, regardless of skill level.&nbsp;<\/p>\n\n\n\n<p>But here&#8217;s the thing, templates are built to be <strong>customized by you<\/strong>! Invest your time in a flexible template tailored to your process.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Combining CRM &amp; Project Management | ClickUp Vlog\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/yhyZJ8ahKgY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-12-crm-templates-in-excel-google-sheets-amp-clickup\">12 CRM templates&nbsp;in Excel, Google Sheets, &amp; ClickUp<\/h2>\n\n\n\n<p>While a CRM is useful for practically every business, not all CRM templates are built the same.<\/p>\n\n\n\n<p>Luckily, we\u2019ve already done the work to bring you 10 of our favorite free CRM templates\u2014equipped with the features, must-haves, and resources to support all of your CRM needs, no matter what industry you\u2019re in.&nbsp;<\/p>\n\n\n\n<p>Ready, steady, let\u2019s go! \ud83d\udea6<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-1-crm-template\">1. CRM Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-585.png\" alt=\"ClickUp\u2019s CRM Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get This Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get This Free Template&quot;}\">Get This Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Manage your leads, customer relationships, and sales in one place with this ClickUp CRM template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>When you think CRM, you probably also think of sales, and this template really <em>gets<\/em> that.&nbsp;<\/p>\n\n\n\n<p>This beginner-friendly <a href=\"https:\/\/clickup.com\/templates\/crm-t-102457750\">CRM template by ClickUp<\/a> is perfect for those looking to start managing their customer relationships faster. With seven statuses to bring transparency into your task progress and five functional ways to visualize your work, this folder will help you organize your accounts in a way that makes sense.&nbsp;<\/p>\n\n\n\n<p>Find your client information organized in a Calendar view, ClickUp Doc, or List view with drag-and-drop functionality. With this template, your account details and closed deals will appear in separate lists to take any confusion about where your customers are in the pipeline. It also adds a <a href=\"https:\/\/clickup.com\/blog\/sales-report-templates\/\">Sales Playbook Doc<\/a> to help you stay on top of and accountable for sales goals, account modules, time management, outreach, and more.<\/p>\n\n\n\n<p>Think of this template as a guide to ensure no detail is left behind. Your go-to CRM system is there to maximize your potential sales.&nbsp;<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-2c58f9ab-d5c5-4cef-a4b2-4ad7fcfddabd\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-6331882&amp;_ga=2.153116670.759893673.1656300094-172576044.1653092337&amp;_gac=1.125043320.1653434637.CjwKCAjwve2TBhByEiwAaktM1H3_zEPVbF-Q0_Oho0K07rbwBkRF851InE5vKKtSPBBkLVFp_v0z-BoCp4MQAvD_BwE\" target=\"_blank\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"3-2-sales-pipeline-crm-template\">2. Sales Pipeline CRM Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image4-5.png\" alt=\"Track your sales pipeline from lead to client with this template by ClickUp\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-54070788\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Track your sales pipeline from lead to client with this template by ClickUp<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/sales-pipeline-t-54070788\">Sales Pipeline Template by ClickUp<\/a> shows just how far you can take CRM. From potential leads to renewed clients, this template creates a hub for anyone and everything related to your pipeline. <\/p>\n\n\n\n<p>This is key if you\u2019re starting to juggle more accounts or need to know exactly where and when customers travel down the funnel. This flexible template neatly organizes every resource into an easily navigated epicenter.<\/p>\n\n\n\n<p>Apply this free CRM template to your Workspace and within seconds access one Custom Field, four Views, seven ClickApps, and over 30 detailed task statuses including <strong>up for renewal<\/strong>, <strong>demo<\/strong>, <strong>onboarding<\/strong>, <strong>churned<\/strong>, and more.&nbsp;Plus, Automations! See the power of ClickUp in action with Automations that change task assignees and Lists as statuses change.&nbsp;<\/p>\n\n\n\n<p>Think of this template as an introduction to how CRM software can take you further in sales through features and views designed to propel your deals forward.&nbsp;<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-10eef872-fe74-4cfe-94d1-601127a3627d\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-54070788&amp;_ga=2.48799712.759893673.1656300094-172576044.1653092337&amp;_gac=1.220850922.1653434637.CjwKCAjwve2TBhByEiwAaktM1H3_zEPVbF-Q0_Oho0K07rbwBkRF851InE5vKKtSPBBkLVFp_v0z-BoCp4MQAvD_BwE\" target=\"_blank\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"4-3-commission-tracking-crm-template\">3. Commission Tracking CRM Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image2-4.png\" alt=\"Commission tracking has never been easier with this template by ClickUp\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-4273883\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Commission tracking has never been easier with this template by ClickUp<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>CRM, sales, and commission go together like peanut butter, jelly, and you\u2014and this template makes tracking your commission easier than ever.&nbsp;<\/p>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/commission-tracking-t-4273883\">Commission Tracking Template<\/a> is a great way to take your account management in ClickUp to the next level. It is slightly more advanced than the previous CRM templates, but comes with all of the resources you need to make the most of it, including a detailed Help Doc! The main goal of this template is to help you save time keeping track of your commission by automatically calculating it for you.&nbsp;<\/p>\n\n\n\n<p>Custom statuses like <strong>New Lead<\/strong>, <strong>Price<\/strong> <strong>Negotiation<\/strong>, <strong>Purchase<\/strong> <strong>Agreement<\/strong> <strong>Sent<\/strong>, and <strong>Paid <\/strong>help you understand your account\u2019s progress at a glance,<strong> <\/strong>but the real value in this template is in its Custom Fields.&nbsp;<\/p>\n\n\n\n<p>Use the drop-down Custom Fields to determine the commission percentage per account with an <strong>Actual Value<\/strong> field, <strong>Commission<\/strong> <strong>Percentage<\/strong> field, and an automatically calculated field called <strong>Commission<\/strong> <strong>Earned<\/strong>.&nbsp;<\/p>\n\n\n\n<p>Plus, Custom Fields for linking websites, invoices, and checklists keep all of your systems connected and organized.<\/p>\n\n\n\n<p>This template takes a little more work to get used to, but will save you a significant amount of time per week that can be re-dedicated to your team!<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-a12ab317-2dc1-4b81-8015-7f05bfa869d3\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-4273883&amp;_ga=2.48799712.759893673.1656300094-172576044.1653092337&amp;_gac=1.220850922.1653434637.CjwKCAjwve2TBhByEiwAaktM1H3_zEPVbF-Q0_Oho0K07rbwBkRF851InE5vKKtSPBBkLVFp_v0z-BoCp4MQAvD_BwE\" target=\"_blank\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"5-4-customer-service-management-crm-template\">4. Customer Service Management CRM Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image10-1.png\" alt=\"ClickUp\u2019s Customer Service Management CRM Template is about to be every support rep\u2019s new BFF\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102451746&amp;_gl=1*19fwvik*_gcl_aw*R0NMLjE3MDQ3OTQxNDAuQ2p3S0NBaUEtdk9zQmhBQUVpd0FJV1IwVFRGak1GaW9IUWh5S2d6ZWp4NmF5MVZNTldEcnJubUlEWVduUnVJbGFOblNlR0s3NUhvWTBob0M0LWtRQXZEX0J3RQ..*_gcl_au*Mzc4MjkxNi4xNzAzNTE3MzMx\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp\u2019s Customer Service Management CRM Template is about to be every support rep\u2019s new BFF<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/crm-saas\/\">SaaS companies use CRM<\/a> to forge relationships, and having top-tier customer service is a major step in making that happen! But excellent customer service also requires excellent organization, and this <a href=\"https:\/\/clickup.com\/templates\/customer-service-management-t-102451746\">customer service management template by ClickUp<\/a> was designed to conquer every ticket, chat, and issue you could throw at it!&nbsp;<\/p>\n\n\n\n<p>The value of a powerful and thorough CRM system is packed neatly into a folder that can be applied to your workspace in seconds. Access six helpful task statuses, five custom fields, seven views, and automations to monitor your deals all the way through the pipeline.&nbsp;<\/p>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/construction-crm\/\">CRM Construction Software<\/a><\/em><\/strong><\/p>\n\n\n\n<p>Organize clients and feedback as a List to display every ticket in your <a href=\"https:\/\/clickup.com\/blog\/crm-workflow\/\">CRM workflow<\/a>, or drag and drop them across a Kanban board to move them into different statuses. Use ClickUp\u2019s Form view to send out a pre-built Customer Service Request survey that instantly becomes a task, then add important details to your ticket task with Custom Fields.&nbsp;<\/p>\n\n\n\n<p>Customer service is no easy feat, but this template minimizes the clutter so you can focus on your current and potential customers.&nbsp;<\/p>\n\n\n\n<p><strong><em>Check out these <a href=\"https:\/\/clickup.com\/blog\/crm-service-business\/\">CRM software for service businesses<\/a>! <\/em><\/strong><\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-f71ff20f-2b3a-4d8e-8663-06f85e392281\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-102451746&amp;_ga=2.48642016.759893673.1656300094-172576044.1653092337&amp;_gac=1.216608228.1653434637.CjwKCAjwve2TBhByEiwAaktM1H3_zEPVbF-Q0_Oho0K07rbwBkRF851InE5vKKtSPBBkLVFp_v0z-BoCp4MQAvD_BwE\" target=\"_blank\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"6-5-simple-crm-template\">5. Simple CRM Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/08\/image-119.png\" alt=\"ClickUp\u2019s Simple CRM Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/subcategory\/t-180546802\/aa74737de6ea2c0\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get This Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get This Free Template&quot;}\">Get This Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Enhance your CRM strategies with ClickUp\u2019s Simple CRM Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>While the previous Folder organized your account information, this <a href=\"https:\/\/clickup.com\/templates\/simple-crm-t-180546802\">Simple CRM Template by ClickUp<\/a> digs deeper into contact management. Customize your contact statuses and add additional fields for more information at a glance.&nbsp;<\/p>\n\n\n\n<p>This is a beginner-friendly template, but it offers additional statuses, views, and custom fields to maximize your lead organization.<\/p>\n\n\n\n<p>The drop-down fields in List and <a href=\"https:\/\/clickup.com\/features\/table-view\">Table view<\/a> will show you the priority level, stage, estimated value, phone numbers, and more for each client\u2014all on a single screen. This will help you instantly understand and prioritize your most promising leads, and save the time you would have spent opening tasks or new tabs to get the same information.<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-b858d11e-350a-4325-b0ff-a28acebf6cfb\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-180546802&amp;_ga=2.47226081.759893673.1656300094-172576044.1653092337&amp;_gac=1.16986059.1653434637.CjwKCAjwve2TBhByEiwAaktM1H3_zEPVbF-Q0_Oho0K07rbwBkRF851InE5vKKtSPBBkLVFp_v0z-BoCp4MQAvD_BwE\" target=\"_blank\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"7-6-real-estate-crm-template\">6. Real Estate CRM Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image1-3.png\" alt=\"Track contacts, properties, payments, notes, contracts, and more with this ClickUp template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-4392666&amp;_gl=1*1663wsz*_gcl_aw*R0NMLjE3MDQ3OTQxNDAuQ2p3S0NBaUEtdk9zQmhBQUVpd0FJV1IwVFRGak1GaW9IUWh5S2d6ZWp4NmF5MVZNTldEcnJubUlEWVduUnVJbGFOblNlR0s3NUhvWTBob0M0LWtRQXZEX0J3RQ..*_gcl_au*Mzc4MjkxNi4xNzAzNTE3MzMx\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Track contacts, properties, payments, notes, contracts, and more with this ClickUp template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>If you\u2019ve attempted to buy a house in the last few years or simply enjoy a daily Zillow-crawl (guilty) then you know how wild the <a href=\"https:\/\/clickup.com\/blog\/real-estate-project-management\/\">real estate industry<\/a> can be.&nbsp;<\/p>\n\n\n\n<p>In real estate, there is so much to juggle even within a single deal, that CRM is absolutely necessary to make sure every potential client is comfortable and confident with the stage of the sales process you\u2019re in. Plus, having a solid <a href=\"https:\/\/clickup.com\/blog\/free-real-estate-crm\/\">real estate CRM tool<\/a> with automation capability is a must-have for agents who are always on the go.&nbsp;<\/p>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/real-estate-agent-t-4392666\">Real Estate CRM Template by ClickUp<\/a> is a valuable resource for agents and agencies who need to make informed decisions quickly, stay in touch with high-value customers, and organize their in-progress deals.&nbsp;<\/p>\n\n\n\n<p>Know who you\u2019ve contacted, who\u2019s interested, negotiating, and sold with 15 <a href=\"https:\/\/clickup.com\/blog\/real-estate-marketing-tools\/\">real estate-specific<\/a> task statuses, and keep every resource on hand at all times with six view types. Add showings to your calendar, keep a running list of properties and so much more\u2014whether you\u2019re a buyer or a seller, this template will help you keep your homes in order.&nbsp;<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-ac1c140e-b8be-42d1-b572-866766ecedea\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-4392666&amp;_ga=2.47267681.759893673.1656300094-172576044.1653092337&amp;_gac=1.250302324.1653434637.CjwKCAjwve2TBhByEiwAaktM1H3_zEPVbF-Q0_Oho0K07rbwBkRF851InE5vKKtSPBBkLVFp_v0z-BoCp4MQAvD_BwE\" target=\"_blank\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"8-7-agency-crm-amp-client-health-tracker-by-zenpilot\">7. Agency CRM &amp; Client Health Tracker by Zenpilot<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/Screenshot-2.png\" alt=\"Stay ahead of client needs and drive customer satisfaction with this customizable template from ZenPilot and ClickUp\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/template\/project\/t-90050227374\/57585ccce040916?_gl=1*hukiuj*_gcl_aw*R0NMLjE3MDQ3OTQxNDAuQ2p3S0NBaUEtdk9zQmhBQUVpd0FJV1IwVFRGak1GaW9IUWh5S2d6ZWp4NmF5MVZNTldEcnJubUlEWVduUnVJbGFOblNlR0s3NUhvWTBob0M0LWtRQXZEX0J3RQ..*_gcl_au*Mzc4MjkxNi4xNzAzNTE3MzMx\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Stay ahead of client needs and drive customer satisfaction with this customizable template from ZenPilot and ClickUp<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>As any agency knows, managing client relationships can be a complex and ongoing process. That&#8217;s where the <a href=\"https:\/\/clickup.com\/agency-client-health-tracker-template-zenpilot\" rel=\"noreferrer noopener\" target=\"_blank\">ClickUp Agency Client Health Tracker from Zenpilot Template<\/a> comes in. This customizable template works alongside a CRM tool like ClickUp to help businesses stay on top of their client health and deliver better service.<\/p>\n\n\n\n<p>By using the ClickUp Agency Client Health Tracker alongside ClickUp&#8217;s CRM functionalities, agencies can track a range of important data points, including client satisfaction levels, touchpoints, and feedback.<\/p>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-b37ca48a-1c55-46d4-8516-30efd1703a10\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udcee<strong>ClickUp Insight:<\/strong> Just 8% of workers use project management tools to track action items.<\/p>\n\n\n\n<p>According to\u00a0<a href=\"https:\/\/clickup.com\/blog\/team-communication-survey\/\">research by ClickUp<\/a>, about 92% of workers are at risk of losing important decisions due to scattered information pockets across multiple disconnected platforms. T<em>o prevent unnecessary platform hopping and context switching, try\u00a0<\/em><a href=\"https:\/\/clickup.com\/signup\"><em>ClickUp<\/em><\/a><em>, the everything app for work<\/em>.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp for Free<\/a><\/div>\n\n\n<\/div>\n\n\n<p>This information is critical for maintaining strong customer relationships and ensuring that your clients are happy with the services you provide. With all this data stored in one place, it&#8217;s easy to keep up with important information and ensure that nothing falls through the cracks.<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-ff964905-5adc-4fa0-a76a-ca02f16aa7ff\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/template\/project\/t-90050227374\/57585ccce040916?_gl=1*1l0p8wd*_gcl_aw*R0NMLjE2ODc3OTgzMjcuQ2owS0NRanc3dVNrQmhER0FSSXNBTUNaTkp2Sk9fUGE4bEU2WjFsT2FHbS0tRlY2YVpTN0VvS28zbU1QSnRZYmRVdUFnMmdIRUFUSUdYOGFBanFoRUFMd193Y0I.*_gcl_au*MTM1NTkzNjUzLjE2ODY1Nzc1NjI\" target=\"_blank\" rel=\"noopener noreferrer  nofollow \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"9-8-job-search-crm-template\">8. Job Search CRM Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/ClickUp-Job-Search-CRM-Template.png\" alt=\"Streamline your job search and keep track of your applications with this CRM template in ClickUp\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-200476216\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Streamline your job search and keep track of your applications with this CRM template in ClickUp<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Remember when we said a CRM could be used for practically anything? Here\u2019s an example of that!&nbsp;<\/p>\n\n\n\n<p>Searching for a job is a job in and of itself. The <a href=\"https:\/\/clickup.com\/templates\/job-search-t-200476216\">Job Search Template by ClickUp<\/a> will help you feel grounded during the whirlwind of career hunting so you can focus on the offers that are best for you!<\/p>\n\n\n\n<p>Keep track of applications you\u2019ve sent out, potential opportunities, company research, ratings, perks, and <a href=\"https:\/\/clickup.com\/blog\/interview-templates\/\">interview resources<\/a> in an organized list that&#8217;s sortable or categorized by tags, views, or statuses! Plus, when the recruiter asks about your attention to detail, the effort you dedicated to this Job Search Template will absolutely blow them away.&nbsp;<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-9c54d10d-c662-4549-9a9d-90b3c1693ab6\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-200476216\" target=\"_blank\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"10-9-google-sheets-crm-template\">9. Google Sheets CRM Template<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"992\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image8-2-1400x992.png\" alt=\"Google Sheets CRM Template by Close\" class=\"wp-image-38117\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image8-2-1400x992.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image8-2-300x213.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image8-2-768x544.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image8-2-1536x1088.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image8-2-700x496.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image8-2.png 1900w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Keep things simple and transparent with this <a href=\"https:\/\/clickup.com\/blog\/google-sheets-crm\/\">Google Sheets CRM<\/a> template by <\/em><a href=\"https:\/\/www.close.com\/resources\/spreadsheet-crm\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Close<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>If you\u2019re currently leading a team of sales reps or in charge of seeking out new sales opportunities, this SalesTable CRM Spreadsheet Template by Close will help you gain visibility into critical sales stats like the number of open, closed, and won opportunities.&nbsp;<\/p>\n\n\n\n<p>This template is easy to edit directly in <a href=\"https:\/\/clickup.com\/blog\/google-sheets-dashboard\/\">Google Sheets<\/a> and provides a visual dashboard to show progress toward your main sales goals. Not only see the leads you have in progress, but assign, track, and determine the value of new opportunities in your pipeline.&nbsp;<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-b29577f6-f23b-4dc6-b701-a30ec9df1736\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/www.close.com\/resources\/spreadsheet-crm\" target=\"_blank\" rel=\"noopener noreferrer  nofollow \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"11-10-excel-crm-template\">10. Excel CRM Template<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"744\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image9-3-1400x744.png\" alt=\"Excel CRM Template\" class=\"wp-image-38118\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image9-3-1400x744.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image9-3-300x159.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image9-3-768x408.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image9-3-1536x816.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image9-3-700x372.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image9-3.png 1999w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Stay on top of your sales opportunity with this CRM Excel template by <\/em><a href=\"https:\/\/salesflare.com\/templates\/free-excel-crm\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Salesflare<\/em><\/a><\/figcaption><\/figure><\/div>\n\n\n<p>There\u2019s no way we could make it through an entire post about CRM without linking to an Excel template!&nbsp;<\/p>\n\n\n\n<p>The Sales Funnel Template by Salesflare comes with four sheets to get started:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Checklist<\/li>\n\n\n\n<li>Sales Funnel<\/li>\n\n\n\n<li>Settings &amp; Instructions<\/li>\n\n\n\n<li>Insights<\/li>\n<\/ul>\n\n\n\n<p>Once you input your <a href=\"https:\/\/clickup.com\/blog\/customer-database-software\/\">customer data<\/a>, you can <a href=\"https:\/\/clickup.com\/blog\/spreadsheet-templates\/\">customize your spreadsheet<\/a> in the Settings &amp; Instructions sheet, and set custom stages\u2014similar to ClickUp\u2019s custom statuses\u2014to show the sales stages in your pipeline. In your Sales Funnel sheet, you can store company and contact names, email information, sales stages, overall value, probability, progress to won, expected revenue, and more. Even set follow-up reminders for the team to help move deals down the funnel and watch your Insights page update automatically.&nbsp;<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-41573a92-8564-4468-b6b5-bef59e8f5377\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/salesflare.com\/templates\/free-excel-crm\/\" target=\"_blank\" rel=\"noopener noreferrer  nofollow \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this Excel CRM template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"12-11-apartment-search-crm-template\">11. Apartment Search CRM Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image6-3.png\" alt=\"Organize upcoming apartment tours and amenities to fast-track your way to the perfect apartment with this ClickUp template\u00a0\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-6459489\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Organize upcoming apartment tours and amenities to fast-track your way to the perfect apartment with this ClickUp template\u00a0<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Real estate may be a beast of a process, but apartment hunting is no joke either!<\/p>\n\n\n\n<p>Use this <a href=\"https:\/\/clickup.com\/templates\/apartment-search-t-6459489\">Apartment Search CRM Template in ClickUp<\/a> to organize your potential new apartments, see the locations displayed on a map, schedule your tours on a calendar, and record your questions.&nbsp;<\/p>\n\n\n\n<p>The contracts required for securing an apartment may not be as lengthy as the process for buying a house, but this is still the place you\u2019ll be living for the next year\u2014at least. Make sure you land the (rented) home of your dreams with five highly visual ways to structure your apartment information and six statuses to organize the hits on your search with this detailed Folder in ClickUp.&nbsp;<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-e27fadb5-a0bb-4fd7-80cc-bb86d2b0776c\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-6459489&amp;_ga=2.77533779.759893673.1656300094-172576044.1653092337&amp;_gac=1.50079316.1653434637.CjwKCAjwve2TBhByEiwAaktM1H3_zEPVbF-Q0_Oho0K07rbwBkRF851InE5vKKtSPBBkLVFp_v0z-BoCp4MQAvD_BwE\" target=\"_blank\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"13-12-crm-whiteboard-template\">12. CRM Whiteboard Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2.png\" alt=\"Download This Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750&amp;_gl=1*wat3qs*_gcl_aw*R0NMLjE3MDQ3OTQxNDAuQ2p3S0NBaUEtdk9zQmhBQUVpd0FJV1IwVFRGak1GaW9IUWh5S2d6ZWp4NmF5MVZNTldEcnJubUlEWVduUnVJbGFOblNlR0s3NUhvWTBob0M0LWtRQXZEX0J3RQ..*_gcl_au*Mzc4MjkxNi4xNzAzNTE3MzMx\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><\/figure><\/div><\/div>\n\n\n\n<p>This <a href=\"https:\/\/clickup.com\/templates\/crm-t-102457750\">CRM Whiteboard Template by ClickUp<\/a> allows your team to collaborate on managing your sales pipeline, tracking of leads, deals, accounts, and contacts. Having a CRM in whiteboard view is a great way to make sure the entire team is aware of leads, team wins, and potential new customers. <\/p>\n\n\n\n<p>Use this CRM Whiteboard Template to improve collaboration and visibility on your sales team. <\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-1d5da7ef-5457-43f6-a3c0-93ed64ec2a34\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750&amp;_gl=1*1kgdija*_gcl_aw*R0NMLjE2NzA4OTI2OTkuQ2p3S0NBanc3ZnVKQmhCZEVpd0EybExNWVV6QTJSbWliX2llb2x5MFU0bkpvMk4xZXVuTElzNzVya19LYk5QTlFiS09sX3JzUlRfTDRob0NsR2tRQXZEX0J3RQ..&amp;_ga=2.220719768.1428345254.1671387131-871613521.1670812664\" target=\"_blank\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #9b51e0; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #9b51e0; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download this template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<p><strong><em>Related:<\/em><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span><em style=\"font-weight: bold;\"><a href=\"https:\/\/clickup.com\/blog\/crm-alternatives\/\">CRM Alternatives<\/a><\/em><\/span> <\/li>\n\n\n\n<li><strong><em><a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">CRM Examples<\/a> <\/em><\/strong><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-software-for-mac\/\"><strong><em>CRM Software Tools for Mac<\/em><\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/crm-strategy\/\"><strong><em>CRM Strategy<\/em><\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"14-crm-template-faqs\">CRM Template FAQs<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"15-how-do-i-customize-a-crm-template-to-fit-my-business-needs\">How do I customize a CRM template to fit my business needs?<\/h3>\n\n\n\n<p>Customizing a CRM system to fit your business needs is a straightforward process. You&#8217;ll need to decide what features you need from the template and determine the data fields that will be required. Once you have identified the essential elements of your template, you can customize it by adjusting colors, fonts, images and more.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"16-what-are-the-limitations-of-using-an-excel-crm-template\">What are the limitations of using an Excel CRM Template?<\/h3>\n\n\n\n<p>Excel is a powerful tool, but it has its limitations when used as a CRM. <a href=\"https:\/\/clickup.com\/blog\/excel-crm\/\">Excel CRM<\/a> templates can only store limited amounts of data and lacks the enterprise-level features that are commonly found in dedicated CRM software like ClickUp. Using Excel as a CRM is also often less time efficient because Excel doesn&#8217;t provide any automation tools or integrations with other systems, meaning you would have to manually import and export data between different systems if needed.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"17-can-i-use-a-crm-template-instead-of-a-dedicated-crm-software\">Can I use a CRM template instead of a dedicated CRM Software?<\/h3>\n\n\n\n<p>Yes! CRM templates are a great way to get all the features of a full CRM without having to invest in a full-scale system. With CRM templates, you can quickly and easily create a tailored version of the CRM that meets your specific needs. You can also use a template as a starting point and customize it further with additional features or integrations as needed. Ultimately, using a template is an efficient and cost-effective way to access the benefits of an enterprise-level CRM solution without the hassle associated with custom development. <\/p>\n\n\n\n<p>And once you&#8217;re ready to <a href=\"https:\/\/clickup.com\/blog\/crm-in-clickup\/\">use a CRM software ClickUp has you covered<\/a>! <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"18-if-you-love-crm-spreadsheet-templates-let-me-hear-you-scrm\">If you love CRM spreadsheet templates, let me hear you sCRM!<\/h2>\n\n\n\n<p>CRM should be your go-to for better overall customer data management, cross-departmental alignment, and improving your deliverables. And using <a href=\"https:\/\/clickup.com\/blog\/crm-for-startups\/\">dynamic CRM software<\/a> saves you a ton of time getting started. \ud83d\udca8<\/p>\n\n\n\n<p>CRM templates can be used for almost anything. So it\u2019s important that your template is customizable to fit endless use cases! All 10 of these templates bring a ton of value to your CRM process, but it all comes down to your personal preference and company process.<\/p>\n\n\n\n<p>ClickUp is designed to be used by teams of any size and across industries. It&#8217;s packed with functional tools to build your CRM from scratch or simply choose one from our <a href=\"https:\/\/clickup.com\/templates\/sales-and-crm\">template library<\/a>. But the best part? It\u2019s free! \ud83d\udcb8<\/p>\n\n\n\n<p>Access tons of CRM templates plus 100MB of storage, unlimited tasks and members, over 1,000 integrations, collaborative Docs, and so much more for free, forever in ClickUp! \ud83e\udd84<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>We\u2019ve all heard the phrase \u201cthe customer is always right,\u201d and whether you live by it or not, there\u2019s no denying that customers, at the very least, are super important for the success of your business. And the secret to happy customers? Maintaining healthy relationships with everyone who supports your product. This is the first [&hellip;]<\/p>\n","protected":false},"author":53,"featured_media":254377,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"All your leads in one place","cu_sticky_sidebar_cta_bullet_1":"Update lead info in seconds","cu_sticky_sidebar_cta_bullet_2":"Custom fields for every detail","cu_sticky_sidebar_cta_bullet_3":"Intuitive AI assistant to spot hot leads","cu_sticky_sidebar_cta_button_text":"Get Started With ClickUp CRM","cu_sticky_sidebar_cta_button_link":"https:\/\/app.clickup.com\/signup?template=t-180546802&_ga=2.47226081.759893673.1656300094-172576044.1653092337&_gac=1.16986059.1653434637.CjwKCAjwve2TBhByEiwAaktM1H3_zEPVbF-Q0_Oho0K07rbwBkRF851InE5vKKtSPBBkLVFp_v0z-BoCp4MQAvD_BwE&_gl=1*9uyx6n*_gcl_au*MTU4NDUxNjYzMy4xNzUxMjYzNTI0","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[981,990],"tags":[],"class_list":["post-38108","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-templates"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png","author_info":{"display_name":"Haillie Parker","author_link":"https:\/\/clickup.com\/blog\/author\/haillie\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>12 Free CRM Templates in Excel, Google Spreadsheets, &amp; ClickUp<\/title>\n<meta name=\"description\" content=\"Breaking down the benefits of using a CRM template while highlighting our favorite, free CRM templates for ClickUp, Google Sheets, and Excel.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/crm-templates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"12 Free CRM Templates in Excel, Google Spreadsheets, &amp; ClickUp\" \/>\n<meta property=\"og:description\" content=\"Breaking down the benefits of using a CRM template while highlighting our favorite, free CRM templates for ClickUp, Google Sheets, and Excel.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clickup.com\/blog\/crm-templates\/\" \/>\n<meta property=\"og:site_name\" content=\"The ClickUp Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/clickupprojectmanagement\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-06T19:36:26+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-08T11:49:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"702\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Haillie Parker\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@clickup\" \/>\n<meta name=\"twitter:site\" content=\"@clickup\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Haillie Parker\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"13 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/clickup.com\/blog\/crm-templates\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-templates\/\"},\"author\":{\"name\":\"Haillie Parker\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/2a27281a92a0b0970b32903eb5ff4f0a\"},\"headline\":\"12 Free CRM Templates: Excel, Google Sheets, &#038; ClickUp\",\"datePublished\":\"2025-06-06T19:36:26+00:00\",\"dateModified\":\"2025-08-08T11:49:09+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-templates\/\"},\"wordCount\":2959,\"publisher\":{\"@id\":\"https:\/\/clickup.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-templates\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png\",\"articleSection\":[\"CRM\",\"Templates\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/clickup.com\/blog\/crm-templates\/\",\"url\":\"https:\/\/clickup.com\/blog\/crm-templates\/\",\"name\":\"12 Free CRM Templates in Excel, Google Spreadsheets, & ClickUp\",\"isPartOf\":{\"@id\":\"https:\/\/clickup.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-templates\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-templates\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png\",\"datePublished\":\"2025-06-06T19:36:26+00:00\",\"dateModified\":\"2025-08-08T11:49:09+00:00\",\"description\":\"Breaking down the benefits of using a CRM template while highlighting our favorite, free CRM templates for ClickUp, Google Sheets, and Excel.\",\"breadcrumb\":{\"@id\":\"https:\/\/clickup.com\/blog\/crm-templates\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/clickup.com\/blog\/crm-templates\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/clickup.com\/blog\/crm-templates\/#primaryimage\",\"url\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png\",\"contentUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png\",\"width\":1600,\"height\":702,\"caption\":\"Welcome new customers easily using the ClickUp Customer Onboarding Template\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/clickup.com\/blog\/crm-templates\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/clickup.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Templates\",\"item\":\"https:\/\/clickup.com\/blog\/templates\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"12 Free CRM Templates: Excel, Google Sheets, &#038; ClickUp\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/clickup.com\/blog\/#website\",\"url\":\"https:\/\/clickup.com\/blog\/\",\"name\":\"The ClickUp Blog\",\"description\":\"The ClickUp Blog\",\"publisher\":{\"@id\":\"https:\/\/clickup.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/clickup.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/clickup.com\/blog\/#organization\",\"name\":\"ClickUp\",\"url\":\"https:\/\/clickup.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg\",\"contentUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg\",\"width\":503,\"height\":125,\"caption\":\"ClickUp\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/clickupprojectmanagement\",\"https:\/\/x.com\/clickup\",\"https:\/\/www.linkedin.com\/company\/clickup-app\",\"https:\/\/en.wikipedia.org\/wiki\/ClickUp\",\"https:\/\/tiktok.com\/@clickup\",\"https:\/\/instagram.com\/clickup\",\"https:\/\/www.youtube.com\/@ClickUpProductivity\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/2a27281a92a0b0970b32903eb5ff4f0a\",\"name\":\"Haillie Parker\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/1a936164ac7e940e694e31d16143520bc76b1e1c71e96e89ab7e922c9e8fe27d?s=96&d=retro&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/1a936164ac7e940e694e31d16143520bc76b1e1c71e96e89ab7e922c9e8fe27d?s=96&d=retro&r=g\",\"caption\":\"Haillie Parker\"},\"description\":\"Haillie was previously a Content Writer at ClickUp. She loves diving into new topics head first\u2014so if you're looking for use cases or a fresh take on productive work habits, Haillie's got you. Her literary sweet spot may lie with announcements and product guides, but she is no stranger to the occasional feature-focused blog.\",\"url\":\"https:\/\/clickup.com\/blog\/author\/haillie\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"12 Free CRM Templates in Excel, Google Spreadsheets, & ClickUp","description":"Breaking down the benefits of using a CRM template while highlighting our favorite, free CRM templates for ClickUp, Google Sheets, and Excel.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/clickup.com\/blog\/crm-templates\/","og_locale":"en_US","og_type":"article","og_title":"12 Free CRM Templates in Excel, Google Spreadsheets, & ClickUp","og_description":"Breaking down the benefits of using a CRM template while highlighting our favorite, free CRM templates for ClickUp, Google Sheets, and Excel.","og_url":"https:\/\/clickup.com\/blog\/crm-templates\/","og_site_name":"The ClickUp Blog","article_publisher":"https:\/\/www.facebook.com\/clickupprojectmanagement","article_published_time":"2025-06-06T19:36:26+00:00","article_modified_time":"2025-08-08T11:49:09+00:00","og_image":[{"width":1600,"height":702,"url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png","type":"image\/png"}],"author":"Haillie Parker","twitter_card":"summary_large_image","twitter_creator":"@clickup","twitter_site":"@clickup","twitter_misc":{"Written by":"Haillie Parker","Est. reading time":"13 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/clickup.com\/blog\/crm-templates\/#article","isPartOf":{"@id":"https:\/\/clickup.com\/blog\/crm-templates\/"},"author":{"name":"Haillie Parker","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/2a27281a92a0b0970b32903eb5ff4f0a"},"headline":"12 Free CRM Templates: Excel, Google Sheets, &#038; ClickUp","datePublished":"2025-06-06T19:36:26+00:00","dateModified":"2025-08-08T11:49:09+00:00","mainEntityOfPage":{"@id":"https:\/\/clickup.com\/blog\/crm-templates\/"},"wordCount":2959,"publisher":{"@id":"https:\/\/clickup.com\/blog\/#organization"},"image":{"@id":"https:\/\/clickup.com\/blog\/crm-templates\/#primaryimage"},"thumbnailUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png","articleSection":["CRM","Templates"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/clickup.com\/blog\/crm-templates\/","url":"https:\/\/clickup.com\/blog\/crm-templates\/","name":"12 Free CRM Templates in Excel, Google Spreadsheets, & ClickUp","isPartOf":{"@id":"https:\/\/clickup.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/clickup.com\/blog\/crm-templates\/#primaryimage"},"image":{"@id":"https:\/\/clickup.com\/blog\/crm-templates\/#primaryimage"},"thumbnailUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png","datePublished":"2025-06-06T19:36:26+00:00","dateModified":"2025-08-08T11:49:09+00:00","description":"Breaking down the benefits of using a CRM template while highlighting our favorite, free CRM templates for ClickUp, Google Sheets, and Excel.","breadcrumb":{"@id":"https:\/\/clickup.com\/blog\/crm-templates\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/clickup.com\/blog\/crm-templates\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/crm-templates\/#primaryimage","url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png","contentUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png","width":1600,"height":702,"caption":"Welcome new customers easily using the ClickUp Customer Onboarding Template"},{"@type":"BreadcrumbList","@id":"https:\/\/clickup.com\/blog\/crm-templates\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/clickup.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Templates","item":"https:\/\/clickup.com\/blog\/templates\/"},{"@type":"ListItem","position":3,"name":"12 Free CRM Templates: Excel, Google Sheets, &#038; ClickUp"}]},{"@type":"WebSite","@id":"https:\/\/clickup.com\/blog\/#website","url":"https:\/\/clickup.com\/blog\/","name":"The ClickUp Blog","description":"The ClickUp Blog","publisher":{"@id":"https:\/\/clickup.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/clickup.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/clickup.com\/blog\/#organization","name":"ClickUp","url":"https:\/\/clickup.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg","contentUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg","width":503,"height":125,"caption":"ClickUp"},"image":{"@id":"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/clickupprojectmanagement","https:\/\/x.com\/clickup","https:\/\/www.linkedin.com\/company\/clickup-app","https:\/\/en.wikipedia.org\/wiki\/ClickUp","https:\/\/tiktok.com\/@clickup","https:\/\/instagram.com\/clickup","https:\/\/www.youtube.com\/@ClickUpProductivity"]},{"@type":"Person","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/2a27281a92a0b0970b32903eb5ff4f0a","name":"Haillie Parker","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/1a936164ac7e940e694e31d16143520bc76b1e1c71e96e89ab7e922c9e8fe27d?s=96&d=retro&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/1a936164ac7e940e694e31d16143520bc76b1e1c71e96e89ab7e922c9e8fe27d?s=96&d=retro&r=g","caption":"Haillie Parker"},"description":"Haillie was previously a Content Writer at ClickUp. She loves diving into new topics head first\u2014so if you're looking for use cases or a fresh take on productive work habits, Haillie's got you. Her literary sweet spot may lie with announcements and product guides, but she is no stranger to the occasional feature-focused blog.","url":"https:\/\/clickup.com\/blog\/author\/haillie\/"}]}},"reading":["12"],"keywords":[["CRM","crm",981],["Templates","templates",990]],"redirect_params":{"product":"","department":""},"is_translated":"false","author_data":{"name":"Haillie Parker","link":"https:\/\/clickup.com\/blog\/author\/haillie\/","image":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/10\/3E889EF5-6F27-41A8-9F4E-3ECD7693A342.jpeg","position":"Writer"},"category_data":{"name":"CRM","slug":"crm","term_id":981,"url":"https:\/\/clickup.com\/blog\/crm\/"},"hero_data":{"media_url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-585.png","media_alt_text":"ClickUp\u2019s CRM Template","button":"custom","template_id":"","youtube_thumbnail_url":"","custom_button_text":"Get Started with This Free CRM Template","custom_button_url":"https:\/\/app.clickup.com\/signup?template=t-102457750"},"featured_media_data":{"id":254377,"url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-677.png","alt":"ClickUp Customer Onboarding Template","mime_type":"image\/png","is_webm":false},"_links":{"self":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/38108","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/users\/53"}],"replies":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/comments?post=38108"}],"version-history":[{"count":76,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/38108\/revisions"}],"predecessor-version":[{"id":575627,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/38108\/revisions\/575627"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media\/254377"}],"wp:attachment":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media?parent=38108"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/categories?post=38108"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/tags?post=38108"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}