Free Excel CRM Replacement

Bitrix24 100% free CRM. Voted #1 Excel CRM template replacement. Easy migration from Excel to cloud or on premise (open source code access).

Uses

Glossary

Use Cases

Uses

Free Excel CRM Replacement

If you outgrew your Excel CRM templates and got tired of losing sales, Bitrix24 is the free Excel CRM replacement you've been looking for. Migrating from your Excel spreadsheet to this CRM is done in just one step. And, naturally, you can export your CRM data back to Excel any time you want.

So what can Bitrix24 do what your Excel CRM can't? Email marketing, quotes and invoices, lead qualification, making and receiving phone calls (with call recording and voicemail), custom sales funnel, sales reporting, lead distribution among agents, custom access right setting, birthday reminders, mobile CRM (iOS and Android) and much, much more. All this without costing you a penny.

Best of all, Bitrix24 is fully customizable and is very easy to use. Gone are the days when you keep downloading Excel CRM sheet only to find out that they don't fit your business.

The basic version of Bitrix24 CRM is absolutely free with unlimited CRM records for up to 12 people. Register now or check out our videos and CRM manual for a quick start.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

P.S. If you share this page in Facebook or Twitter with hashtag #bitrix24, you'll automatically get a chance to win a 12-month subscription for Bitrix24 Professional ($2400/yr value)

Basic features

Free unlimited records
Free 5GB online storage
Free email marketing
Free call center
Free custom fields
Free quotes & invoices
Free call center
Cloud or self hosted (open source code access)
Free mobile CRM iOS and Android
Free integrations (RestAPI)

Free Excel CRM speadsheet template download

Free Fully Featured CRM With No Limits

Leads/Contacts/Companies/Deals
Calendars & Scheduling
Quotes and Invoices
Product Catalog
Import & Export
Currencies and taxes
Learn more

Fully customizable

Custom fields
Sales automation
Custom forms
Custom access right settings
Web to CRM
Email to CRM
Call to CRM
Learn more

Free contact center

Email marketing
Unlimited email templates
HTML template apps
Mail merge for individual emails
Calls to/from CRM
Phone call recording
Instant Messaging
Video conferencing
Internal collaboration
Helpdesk & Tickets
Learn more

Powerful reports

Custom reports
Dashboards
Sales pipeline
Sales funnel
Expected sales
Agent activity reports
Unpaid invoices
Lead sources (marketing channels)
Learn more

More than just CRM

Tasks inside CRM
Document management
Cloud file server
Sales agent management (HR)
Free intranet (collaboration)
Employee engagement
Much more!

Free CRM with task and document management

Bitrix24 CRM manual is available here. If you are interested in buying self-hosted editions of Bitrix24, which come with API, CMS and source code, can be easily customized and integrated with other tools, please download a trial version here.