CRM Templates

13 Templates

Simple CRM

Manage contacts, deals, and work progress through free online CRM spreadsheet integrated with lead gen forms. Fully customizable, easy-to-use, and no coding required.

CRM Templates

Client Database Template

No CRM? Collect and manage leads with this free online Client Database Template. Easy to customize, download, and share. Works on any device. No coding.

CRM Templates

Real Estate CRM

A real estate CRM to keep record of leads and properties categorizing them with labels, and with all their related information, to track activities and deals, assign tasks to your team members, and more.

Real Estate

Healthcare CRM

Free online healthcare CRM tool for private practices. Easy-to-view spreadsheet. Easy to customize. HIPAA compliance features. No coding.


Small Business CRM

Collect and track leads for your small business. Free CRM template for new businesses. Easy to customize, download, and share. No coding required.

CRM Templates

Sales CRM

A Sales CRM that allows to manage target accounts, leads, opportunities and tasks in an all-in-one platform throughout the sales funnel, preserve leads’ data, categorize targets, define opportunity values and manage interactions.

CRM Templates

School CRM

Collect applications from prospective students online. Streamline the admissions process for your school. Easy to customize, download, and share. No coding.


Church CRM

A Church CRM composed of tabs that allows keeping contact data of members, determine their contribution, track and manage events, choose their frequency, add the responsible community, list communities with their hosts and members.

CRM Templates

Massage CRM

Collect and manage client information and appointments for your massage business. Free digital CRM platform. Easy to customize, download, and share online.


Personal CRM

Manage your personal and professional relationships. Keep track of contacts and connections with ease. Access on any device for free. No coding required.

CRM Templates

Construction CRM

A construction CRM to keep record of leads, customers and contractors with all their relevant data, to manage interactions, easily assign team members to tasks and a handy way to track service details.


Solar CRM

Improve your solar energy company’s workflow with our free Solar CRM spreadsheet template. Track clients, quotes, proposals, and work progress online.

CRM Templates

Lightweight CRM

Not sure what CRM to use? Try our free Lightweight CRM spreadsheet for small businesses. Easy to use. Works on any device. Sync with lead gen forms. No coding.

CRM Templates