Free template
Free CRM Excel template
A CRM Excel template is a spreadsheet set up to track who contacted you, where they came from and who became a customer. This one is a single sheet with five columns, a status dropdown and five fictional example rows that show what goes where.
- No sign-up to download
- Opens in Excel and Google Sheets
- Uploads to Miaalo without changes
What's inside
What columns does the template have?
One row is one person. Filters are on and the heading row stays visible as you scroll.
| Column | What to write | Copied to Miaalo on upload |
|---|---|---|
| name | The person's name | Yes |
| Their email, if you have it | Yes | |
| number | 10-digit mobile number | Yes |
| source | Where they came from, such as Walk-in or Website | No |
| status | New, Interested or Converted, picked from the dropdown | No |
How to use it
How do you use Excel as a CRM?
- Add every enquiryEach call, walk-in or form submission gets one row. Search for the number first so the same person doesn't get two rows.
- Fill in the sourceUse the same few words each time, so you can filter by them later.
- Set a statusPick New, Interested or Converted after each conversation.
- Filter every morningFilter status to New and Interested, and call those people first.
Excel or a CRM
When does a spreadsheet stop working?
A sheet is fine for a short list that one person looks after. It gets harder once enquiries arrive in several places.
| This Excel template | Miaalo | |
|---|---|---|
| Same person twice | You have to spot it yourself | Matched by phone number, so no second contact |
| Website form enquiries | Typed in by hand | Saved as contacts automatically |
| Several lists | One source per row | One person can be in several sources |
| Totals | Build your own formulas | Dashboard of new contacts and top sources |
When you outgrow it
How do you move this sheet into Miaalo?
Leave the headings as they are. The example rows have masked numbers, so they're skipped even if you forget to delete them. Numbers that aren't valid Indian mobile numbers are skipped, and people already in your list aren't duplicated.
- Create your accountEnter your name, email, 10-digit mobile number and a password, then verify your email.
- Make a sourceA source is a named list, such as "Walk-ins". Each upload goes into one source.
- Upload the fileOpen the source's import page and choose your .xlsx file.
- Set each statusStatus and source stay in your sheet, so mark people Interested or Converted in Miaalo.
FAQ
Questions about the template
Is the template free?
Yes. Download it and use it with no account.
Does it work in Google Sheets?
Yes. In Google Sheets, choose File, then Import, and upload the .xlsx file.
Can I add my own columns?
Yes. Keep the name, email and number headings exactly as they are if you plan to upload the file to Miaalo. It ignores other columns.
Can I upload numbers from outside India?
Not at the moment. Miaalo stores numbers as Indian mobile numbers (91 plus 10 digits).