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Excel crm template
Excel crm template

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

There is no doubt that building a CRM (Customer Relationship Management) in Excel using free CRM templates can be a cost-effective solution for managing  the following things:-

  1. Sales process
  2. Sales pipeline
  3. Management of sales

It's evident that the CRM tool utilizes the power of Excel to provide invaluable contact management and customer data management functionalities. 

What’s amazing is the templates can be customized to fit your specific sales strategy!

Depending on the complexity and scale of your sales operations, it is worth noting that a CRM system built using Excel templates can serve as a handy, flexible, and affordable CRM software solution.

Understanding the basics of CRM

It's well known that CRM, or Customer Relationship Management, is a strategic approach that involves managing a company's relationships and interactions with potential customers. 

Using CRM software, consequently, businesses can efficiently manage leads, and strengthen contact management. The cool thing about CRM is the focus is on improving customer service and retention and driving sales growth. 

It is widely recognized that a typical CRM system includes:

CRM functionalities like account management

Customer Relationship Management workflows that assist in efficiently managing this data. 

What is CRM and why is it important?

It's a matter of fact that Customer Relationship Management is a critical tool for businesses that allows them to streamline their sales process, and enhance their sales strategy. 

Through CRM software, the good news is businesses can effectively manage the following things:-

  1. Customer data
  2. Contacts
  3. Leads
  4. Account management 

It's indisputable that CRM is important because it enhances customer data management, provides CRM functionalities for easier leads as well as automates the workflow. 

The best thing about a well-adopted CRM tool is it can increase sales and profitability as well as provide important insights for business growth.

The role of Bonsai management software in agency business

Bonsai is the ultimate project collaboration software, designed to bring teams together and streamline every aspect of project management.

There is no denying that in an agency business, a CRM system plays a pivotal role. 

What’s amazing is it provides a structured approach to nurturing leads and moving them down the sales pipeline. Typically, the CRM software offers functionalities such as lead management, and detailed customer data management. Interestingly, this makes it a crucial tool in the sales strategy of any organization. 

Link to Client Management

Bonsai's CRM capabilities allow agencies to manage client information, track interactions, and streamline communication. It serves as a centralized platform for all client-related data, from contact details to project histories, ensuring that every team member has access to up-to-date information

Moreover, CRM templates simplify the process of tracking and maintaining relationships with customers. 

It's evident that it enables organizations to keep an organized workflow too. One thing is for sure: Leveraging CRM tools in an agency business can improve customer engagement and drive sales growth.

Why Use Excel for your CRM?

It is commonly accepted that Excel can serve as a practical CRM tool primarily when your business is in its initial stages. Its key advantage lies in its flexibility and familiarity. 

What’s more, it can easily manage essential CRM functionalities like lead management, contact management, etc. 

In terms of a sales strategy, it's beneficial to remember that Excel can aid in tracking the sales process, and setting up CRM templates. 

The fantastic thing about CRM is it improves workflow efficiency and is an excellent tool for customer data management. As a result of that it helps in the detailed analysis and strategizing of sales management.

The benefits of using Excel as a CRM

It is widely recognized that Microsoft Excel provides a simple but effective CRM system, streamlining the sales process and sales pipeline. 

What’s notable is Excel offers customizable CRM templates that are easy to use for contact management and customer data management. 

You should know that you can leverage Excel's advanced functionalities to create a CRM workflow suited to your unique sales strategy. 

Other prominent benefits include the manageability of large account management and affordability. It's apparent that its wide capabilities make it an invaluable CRM tool to reduce costs and accelerate business processes. 

Compared to dedicated CRM software; Excel offers flexibility, ease of use, and a familiar interface. 

Limitations of Excel as a CRM

The sad thing is Excel falls short as a CRM tool mainly because it lacks essential CRM functionalities. 

The worrying thing about Excel is it cannot effectively manage the sales process, as it lacks built-in features for lead management along with sales pipeline visualization. 

This limitation makes it harder to track prospects, and account management. 

There is no doubt that there's also a limitation in contact management and customer data management. Unlike specialized CRM software, Excel does not offer dedicated interfaces or CRM templates for comprehensive recording. 

It's ironic that the lack of automation also makes Excel an ineffective CRM workflow management tool.

Getting started with Excel CRM templates

Excel CRM templates come in handy, especially for small businesses that might not afford comprehensive CRM software. 

It’s staggering how these templates are tailored with precise functionalities and workflow consistency! 

Clearly, CRM templates are also efficient in contact management and enhancing sales strategies. It's significant to note that they provide an organized sales pipeline. 

Finding the right Excel CRM template

It is important to highlight that finding the right Excel CRM template like Bonsai can enhance your sales process and make lead management more efficient. 

What's worth highlighting is a good template should have functionalities that facilitate sales management, and smoothly integrate with your existing CRM system. Once you've selected a template, you can customize it within Bonsai to track client interactions, manage tasks, and monitor project progress, ensuring a seamless integration of CRM into your project management workflow.

Link to Project Management

Moreover, it should provide customer data management, and account management features. 

It is essential to be aware that one needs to choose CRM software that improves the sales strategy by offering comprehensive CRM templates that suit the uniqueness of business. 

Understanding the structure of an Excel CRM template

Usually, the structure typically includes various columns to manage crucial customer information such as:- 

  1. Contact name
  2. Company
  3. Sales pipeline succession
  4. Expected end date

Additionally, the CRM template can help businesses track interactions, and organize contacts for better account management. 

The great thing about the CRM system aspect of the template is it allows users to easily input and update customer data. 

To add on, it improves understanding of the sales management process by providing clear oversight of the entire sales workflow. What’s worth mentioning is that this makes the CRM software template an invaluable asset for businesses aiming to streamline their sales.

Customizing your Excel CRM template

It is worth noting that implementing a CRM system using Excel is a way to streamline your sales management effectively. CRM templates in Excel can help manage your sales process; from tracking leads to account management! 

Commonly, part of the appeal of Excel-based CRM software is its feature for customization. The best thing is one can tailor-fit the CRM workflow to match their specific sales strategy. 

Important functionalities can be arranged according to priority. It's beneficial to understand that an organized sales pipeline contributes to a more productive sales team. 

When customizing your Excel CRM template, consider these factors: 

  • Your customer data: What details are necessary? How should they be categorically arranged?
  • The metrics you need for sales management: Define what performance metrics are vital for your strategy.
  • Your sales pipeline stages: how they progress and how each stage can be updated?

Adding and removing fields in your Excel CRM template

It's essential to understand that to enhance the effectiveness of your sales strategy, it is possible to reasonably adjust the fields in your Excel CRM templates. 

Generally, the simplicity of Excel allows for easy inclusion or exclusion of fields tailored to your account management process. 

The great thing about this customization capability is it enhances your lead management and sales management strategies by providing a more personalized approach to work. 

Specifically, customer data management can be improved with CRM functionalities that meet one’s firm's unique needs. By tweaking your CRM workflow within your Excel CRM system, you can smoothen your contact management tasks. It’s just amazing how this makes the CRM tool more effective! 

Customizing the layout and design of your Excel CRM template

It is imperative to note that in the customization of your Excel CRM template, it's crucial to consider your sales process and strategy. 

Obviously, one will want their CRM system to support these areas effectively. This often involves structuring the template to track the sales pipeline efficiently. 

It is imperative to note that an effective CRM template should also facilitate sales management through effective customer data as well as lead management. 

This might require customization of fields for specific customer data. 

Lastly, additional CRM functionalities could be added to enhance the CRM workflow. The noticeable thing is these could include automated reminders or alerts, or functionality to support contact management. 

Remember that the CRM tool should adapt to your needs, not the other way around.

Using your Excel CRM effectively

It is vital to recognize that effectively using your CRM software is pivotal to successful sales management. The fantastic thing about this CRM system is it satisfies necessary functions such as: contact management, and account management. 

Commonly, precisely structured CRM templates and a well-defined CRM workflow can prove beneficial. The CRM tool helps you manage the sales strategy effectively. Don’t forget to utilize the CRM functionalities to their fullest for a boost in your company's performance.

Inputting and managing data in your Excel CRM

Inputting and managing data in your Excel CRM with Bonsai is a process that emphasizes organization and efficiency. It is beyond dispute that managing an efficient sales process involves proper data input and handling in your CRM system.  What’s worth mentioning is the CRM software should allow for easy importation and modification of data. 

Bonsai's integration allows for seamless synchronization of this data, ensuring that your project management and client relations are always current.

Link to Client Project

There is no denying that CRM templates are valuable tools for standardizing data input and CRM functionalities. They facilitate a smoother CRM workflow that makes data more accessible and usable. 

The fantastic thing about a well-configured CRM tool is it allows for centralization and easier evaluation of collective customer information. As a consequence, it aids in better decision-making.

Using Excel functions to analyze CRM data

It comes as no surprise that Excel functions are vital in analyzing CRM data for efficient sales management. This process not only helps in customer data management but also optimizes the sales process to increase profits. 

It is significant to note that tools such as CRM software provide a range of functionalities that can be examined through Excel functions. 

Importantly, CRM templates can be used to display the sales pipeline in a more understandable format. 

By taking advantage of Excel functions in the CRM system, establishments can devise cohesive strategies for the following things:-

  • Branding
  • Customer relationship
  • Sales tailor-made to their business model

It's evident that the CRM tool's various data like customer purchase history, and preferences can be segmented and analyzed using Excel. What’s remarkable is this analysis helps streamline the sales strategy.

Advanced Excel CRM techniques

It’s just astounding how utilizing advanced Excel CRM techniques can revolutionize your sales process and customer data management! 

By creating CRM templates in Excel, the cool thing is one can efficiently organize and analyze your sales pipeline. 

It is crucial to highlight that these templates can be meticulously designed to align with your organization's unique sales strategy. 

One amazing thing is Excel also offers contact management and account management functionalities. 

It is relevant to mention that an Excel CRM tool will help you store and manage crucial customer data.

Automating tasks in your Excel CRM with Macros

It is beyond dispute that Macros can automate repetitive tasks such as lead management and contact management. The best thing about doing this is it will free up more time for account management and decision-making parts of your sales process. 

It is noteworthy that this robust CRM tool can perform complex tasks that range from customer data management to influencing your CRM workflow. If you optimize CRM functionalities, you can improve your CRM system's efficiency and productivity. What’s amazing is it can take your sales management to the next level! 

Integrating your Excel CRM with other tools

It is widely acknowledged that integrating your Excel CRM system with other tools can greatly streamline your sales process and enhance your sales management strategy. 

The notable thing is by syncing your CRM software with email marketing tools or social media platforms, you can centralize your customer data. This will make contact and account management more efficient. 

It is apparent that you can also integrate it with project management tools to track your sales pipeline effectively. Consequently, using CRM templates for these integrations saves time and maintains organization within your CRM tool. The great thing is it leads to a more efficient sales strategy.

Moving Beyond Excel: when to consider a dedicated CRM software

It's a well-documented fact that as your business grows, managing customer data in Excel becomes less efficient. 

Definitely, dedicated CRM software goes beyond mere contact management, offering advanced CRM functionalities such as sales pipeline visualization. 

There is no denying that it aids your sales strategy by centralizing account management and customer data management. 

What’s fascinating is choosing a CRM system or CRM tool over traditional CRM templates in Excel provides a more streamlined CRM workflow. The best thing about this is it saves your business valuable time along with resources.

Signs you've outgrown your Excel CRM

It is indisputable that over time, an Excel CRM system may not be sufficient in administering a growing business's operational needs. 

Inevitably, as your company expands, the need for more advanced CRM software becomes imperative. 

Particularly, Key signs of outgrowing your Excel CRM may include:-

  • Struggling with sales management due to incomplete or disorganized customer data
  • A disorganized and unmanageable sales pipeline that affects the sales strategy
  • Having difficulties with contact management 

If these signs are familiar, it's time to transition from basic CRM templates to a more robust CRM tool. Remember, it should have the capability to adequately handle your increasing business demands.

Comparing Excel with dedicated CRM software like HubSpot and Salesforce

One thing is proven: Excel, though useful for smaller teams, lacks the advanced CRM functionalities and CRM templates offered by dedicated CRM software like HubSpot and Salesforce. 

While Excel provides basic contact management, the worrying thing is it doesn’t support the same level of customer data management, and sales process streamlining that a specialized CRM system can offer. 

It's no secret that CRM software has been specifically designed to manage and track the sales pipeline, forming an integral part of a comprehensive sales strategy. 

What’s notable is features such as account management and CRM workflow automation greatly enhance sales management. It’s just astonishing how this leads to improved efficiency and effectiveness!

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Excel crm template

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.