Small Business CRM Template

CRM Templates

13 Templates

A Customer Relationship Management (CRM) template is used to track and manage contacts or leads online in a professional spreadsheet format. Whether you’re tracking new leads or deals for your business, keeping track of donors for your charity or nonprofit, or simply keeping an address book at home, you can use our range of online CRM spreadsheets to more easily organize important contact details online — just link it with your contact form or lead gen form to auto-populate the spreadsheet! All data is stored securely in your JotForm account, which you can seamlessly access on any device.

Throw away your messy address book and stop taking down contact details by hand — with an online CRM spreadsheet template, you can view details for business interactions, track potential customers in your sales funnel, and manage relationships with your suppliers, colleagues, or partners all in one place. Just choose the CRM template that best suits your needs, customize it in seconds, and quickly input your information to instantly get organized and increase the efficiency of your business.

Simple CRM

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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

Real Estate CRM

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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.

CRM Templates

Client Database Template

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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

Small Business CRM

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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

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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

Healthcare CRM

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

CRM Templates

Personal CRM

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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

School CRM

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

Education

Construction CRM

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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.

Construction

Solar CRM

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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

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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

Massage CRM

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

Salon

Church CRM

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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