![]() You’ll see customer and lead data in one clear view: With an easy spreadsheet list of your leads and customers, you’ll have one place to view all of your important data.It’s free: The most obvious benefit of an Excel spreadsheet CRM is that you can get started with $0, and it’s free forever.Why should you consider using Excel as a CRM database? Here are 4 advantages it can give you: TRY CLOSE FREE → Pros of using Excel as your sales CRM Still on the fence? Why not test both options?ĭownload your free Excel CRM template now, and compare it with a real CRM by signing up for a free, 14-day trial of Close (we won’t even ask for your credit card!). You need a way to store contacts and track revenue, but don’t have the budget for a real CRM.You’re a one-person sales team, or a solopreneur with a small customer base.You have a very low number of leads in your sales pipeline at any given time.So, check this list to see if you can get by using Excel as a CRM: ![]() Yes, it is possible to build a CRM in Excel, but that can’t replace the real deal. But is an Excel CRM the right solution for your business? Or do you need something more powerful? You’re ready to take on a better solution to track lead data and customer information. You can even switch formats to see your data in spreadsheet, card, or calendar view! No matter what salon services you offer, use one of our free Salon Spreadsheet Templates to expertly track business details online.How to determine if a simple CRM in Excel is right for you ![]() Feel free to add new rows and columns, split information into separate tabs, set up formulas to calculate inventory or revenue totals, include color-coded labels, and more. If you’d like to customize one of these Salon Spreadsheet Templates, you can do it in just a couple of clicks with Jotform’s user-friendly interface. Get started by choosing your table template, customizing it, then filling it out directly or through the attached online form. Get rid of paper forms and manage information for your salon in a powerful online spreadsheet-database hybrid! With Jotform Tables, you can choose from our readymade Salon Spreadsheet Templates to keep track of just about anything for your salon business - including customer feedback, product inventory, sign-in sheets, appointments, and more. ![]()
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