{"id":1519,"date":"2019-01-30T15:17:33","date_gmt":"2019-01-30T04:17:33","guid":{"rendered":"https:\/\/yellow.sensis.wpengine.com\/?post_type=hub&p=1519"},"modified":"2025-04-04T19:40:03","modified_gmt":"2025-04-04T08:40:03","slug":"free-crm-template-for-small-businesses","status":"publish","type":"hub","link":"https:\/\/www.yellow.com.au\/business-hub\/small-business\/crm\/free-crm-template-for-small-businesses\/","title":{"rendered":"Free CRM template for small businesses."},"content":{"rendered":"

If you\u2019re just dipping your toes into the waters of customer relationship management, utilising our free Excel customer database template\u00a0 is a good starting point to begin gathering key data for your business.<\/span><\/p>\n

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Click to download your free CRM template<\/b> here.<\/a><\/b><\/h1>\n

Once you get the hang of compiling and analysing simple customer data, you can import your database into a more sophisticated CRM platform with additional tools like marketing automation and lead management.<\/span><\/p>\n

RELATED: What should you do with your customer data?<\/a><\/strong><\/p>\n

To grow your business, you\u2019ll need a more robust solution that can manage complex data streams in a user-friendly format and help you drive result from your customer relationship efforts.<\/span><\/p>\n

In the meantime, an Excel-based CRM template can help you organise critical data for each client or customer, including:<\/span><\/p>\n