CRM xLS

CRM xLS is a complete offline CRM system built in Excel — no subscriptions, no cloud services, no learning curve.

The Problem:

You don't need Salesforce. You need a simple way to:

- Remember when you last talked to each client

- Track follow-up tasks

- Keep notes organized

- Generate professional client summaries

The Solution:

CRM xLS is a ready-to-use Excel template with built-in automation that turns Excel into a lightweight CRM system.

Perfect For:

✓ Freelancers managing 10-100 clients

✓ Consultants who need simple contact tracking

✓ Small service businesses avoiding monthly SaaS fees

✓ Anyone who lives in Excel already

What You Get:

- Pre-built client database with custom forms

- Automatic task deadline tracking

- One-click PDF client reports

- Professional dashboard with key metrics

- Complete documentation + setup guide

- Lifetime access, no subscriptions

🛠 Works on Windows with Microsoft Excel 2007 or newer (Macros must be enabled)

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Created by Kolskiy — Telecom Engineer turned automation builder.