Explore Excel CRM templates Creating an entire Excel CRM from scratch can be time-consuming, especially for busy entrepreneurs, professionals, and business owners.

Use the dialog box to navigate to where you saved the Excel CSV file. Select the Excel file and click "OK." Match the fields in the Excel file to the appropriate fields in your CRM program.

Reporting: Most CRM software includes reporting functionality. Make sure the CRM tool is compatible with other tools you use and can import/export files to Excel or QuickBooks, for example.

Learn how to use CRM with our beginners guide. Discover essential tips and a step-by-step tutorial to help you get started.

For years, we have been talking about the value of CRM for small business. Yet, we the pundits of whatever, always have been publicly puzzled by what we thought was the slowness of small ...