Before you buy

Look inside before you pay

Nobody has to believe a sales page. The full file is on open display: a read-only copy in your browser and the complete user guide as a PDF. Both open in a new tab, neither asks for an email.

The full version, sheet by sheet

A read-only copy of the real file, loaded with sample data: both databases, the day list, the statistics. It is frozen on a single working day, so nothing recalculates here and nothing can be downloaded; in the product the day list keeps itself current.

Look inside the full version(read-only)

The user guide, cover to cover

The same PDF a buyer gets: setup, daily work, every feature. Read it first and you will know exactly what you are paying for.

Read the user guide(PDF)

What it looks like when you open it

Three screens carry the day: the list of who to call this morning, the two databases behind it, and the messages you send once the call is over.

Illustration of the daily call list in CRM in Excel: each contact with the next action next to it, from a call and a meeting to a follow-up or an SMS.

OVERVIEW

The callback you promised, on the morning you promised it

You set the date and the hour once. The day list rebuilds itself while the file is open, so that person comes back to you on the right morning with the note you wrote back then. The file never sends anything on its own: it writes the message, you press send.

Illustration of one Excel file holding leads, meetings, notes, statistics and the email and SMS templates in a single place.

WORKFLOW

Your whole sales day in one file

Two databases: the people you have won and the people you are still calling, 5,000 places in each. A contact moves through 14 statuses, and every call you log feeds the weekly and monthly numbers without you counting anything by hand.

Illustration of CRM in Excel running on your own laptop offline, with the client data kept locally and paid for once instead of monthly.

PRIVACY

No Subscription. No Cloud. No Account.

Own the file instead of renting a login. One payment, no account to keep alive, and the client data never leaves your disk unless you copy it somewhere yourself. Even the licence check runs on your own computer, with the connection off.

Any of this sound familiar?

  • “Call me back in three months.” And where exactly does that go?

    You set the date once. On that morning the client is on your day list, with the note you wrote back then.

  • Sticky notes, WhatsApp, two spreadsheets and whatever you remember.

    One file. Two databases: people you have won, and people you are still calling.

  • It is 6pm. Is everything actually done, or does something slip tonight?

    The day list holds what is still open and clears as you work through it.

  • A number calls back. You have no idea who it is.

    Type the number in, and it finds the client and the history before you pick up.

  • You had a CRM. You stopped opening it.

    This one opens as a spreadsheet and tells you who to call today. That is the whole ritual.

  • Your client list lived in an app. The app is gone.

    Here the file sits on your disk and opens in Excel. Ownership does not expire.

One payment against a monthly bill

  • CRM in Excel

    ✓ One-time purchase

    ✓ No monthly fees

    ✓ Works offline

    ✓ Your data stays on your computer

    ✓ Runs in Microsoft Excel on Windows

    ✓ Set up in about an hour

  • Traditional CRM

    ✗ Monthly subscriptions

    ✗ Cloud dependency

    ✗ Internet required

    ✗ Ongoing costs

    ✗ Access ends when you stop paying

    ✗ Priced per user, every month, with no end date

Who is it for, and who is it not for?

It is built for one person who calls clients and works from one computer: an insurance agent, a consultant, a freelancer or a small business owner who would rather own a file than rent a platform.

It is not for you if several people need the same database at the same time, if you work mainly from a phone, or if you need automatic integrations with other tools. All three need a shared tool in the cloud, and that costs every month, so a cloud CRM will serve you better. I would rather write it here than read it in a refund request.

  • Sales Professionals

    You called thirty people this week. Three said to try again in March. The file remembers which three, and on which morning.

  • Service Providers

    Every client with their history, the meeting time, the place, and the reminder message already written for you.

  • Solo Owners

    Nobody to hand the follow-ups to, so the file does the remembering and you do the calling.

What Our Users Say

The file was built in Poland, so the first people working in it are Polish. They use the same English file you would download.

Ewelina Woźniak, sales expert from Poland, CRM in Excel user

Sales Expert, Poland

Ewelina Wozniak

Thanks to this tool, I have complete control over my customer database. Status tracking, reminders and message templates make it much easier to schedule meetings and stay on top of every contact. Nothing slips through the cracks anymore. Highly recommended!

Mateusz Pawelec, sales expert from Poland, CRM in Excel user

Sales Expert, Poland

Mateusz Pawelec

I have been using Michał's CRM for over a month, and it has significantly improved the quality of my work. Every morning I start my day with a clear action plan showing exactly what needs to be done, when and with whom. If you're considering it, don't hesitate. This investment quickly pays for itself and delivers real value to your business.

Aleksandra Lis, sales expert from Poland, CRM in Excel user

Sales Expert, Poland

Aleksandra Lis

This CRM has become an essential part of my daily workflow. It allows me to keep all customer information, notes and communication history in one place while helping me stay on top of meetings, follow-ups and important deadlines. I start each day with a clear list of priorities and finish knowing that every task has been properly managed. The system is intuitive, easy to learn and helps me provide a more professional experience for my clients. I highly recommend it to anyone looking for a reliable and organized way to manage customer relationships.

FAQ

Is CRM in Excel a subscription?

No. CRM in Excel is a one-time purchase. There are no monthly fees, recurring payments or long-term contracts.

What do I need to run it?

Microsoft Excel 2016 or newer on Windows 10 or 11. Excel 2021 or Microsoft 365 works best. Macros have to be enabled, because the daily list refreshes itself. It does not run on macOS, and refunds on a digital file are limited, so please check this before you buy. The program itself runs without a phone. What is optional is pairing the phone you already have with the computer through Microsoft Phone Link, so you can call and text without taking your hands off the keyboard.

Is there a free version?

Yes, and it asks for nothing: no email, no account, no time limit. It is a simpler edition of the same file, with 1,000 contacts in one list and a day column you filter yourself. It has seven statuses and no macros at all, so it opens even on a computer where macros are blocked. The paid file adds the second database, 14 statuses, the day list that rebuilds itself, the follow-up reminders, the ready SMS and email messages and the weekly and monthly statistics. You can download the free version here.

How much does it cost?

One payment, no recurring fees. It is $50 in the United States, one payment. Every other country is converted from the same price, so checkout shows the amount in your own currency. The code startingOut takes 20 percent off, it is open to everyone, and it is not going anywhere. A cloud CRM bills you every month for as long as you keep using it. This one you pay for once, and the file stays yours afterwards.

Is it difficult to set up?

No. The first setup takes about an hour: enable macros, fill in your own details, adjust the message templates and import your contacts. After that, if you know the basics of Excel, you are working. Every step is written out in the user guide (PDF), which is open to everyone, so you can check the whole process first.

Can I customize the CRM?

Within clear limits, and it is worth knowing them before you buy. You can edit the SMS and email templates, your own settings (your contact details, follow-up intervals) and of course all your own data and notes. The language setting does less than the name suggests: it sets the day and month names in the statistics and it tells the file how first names behave in your language. The buttons and the column headers stay in English. What you cannot change is the core structure: the columns, the formulas and the logic behind the daily list are fixed. That is deliberate: it is what keeps the file working reliably and lets us support it.

Is my data stored in the cloud?

No. The file sits on your own computer and sends nothing to the internet, so it works with the connection off. Your client data stays with you unless you decide to copy the file to a cloud drive yourself.

Who is it for, and who is it not for?

It is built for one person who calls clients: consultants, freelancers, agents and small business owners who work from one computer. It is not for you if several people need the same base at the same time, if you work mainly from a phone, or if you need automatic integrations. Those need a shared tool in the cloud, and that costs every month, so a cloud CRM wins there.

What do I get after buying?

The file to download straight away, a user guide in PDF that walks you through setup and every feature, and access to a private support group on Facebook. The guide assumes no CRM experience, so you can start even if you have never used one. The guide itself is public; you can open the PDF and read it before you buy.

Is there any support?

Yes, and it is me. One person built this file, so a question does not turn into a ticket: you write, I answer, and when the answer turns out to be a fix, it goes into the next version of the file you already own.

Can I get a refund?

It is a digital file, delivered immediately after purchase, so refunds are limited. What you are entitled to, including your rights under local consumer law, is set out in the refund policy.

That is why the free version exists: run a real day of work on it before you pay.

Does it only work in English?

The buttons and column headers are in English and they stay that way. Everything you type is yours: contacts, notes and databases take any language and any alphabet. The SMS and email templates are yours to rewrite, wording included, so your messages go out in your language.