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All templatesExcelLightweight CRM (no Salesforce required)

Lightweight CRM (no Salesforce required)

by @priya-natarajanExcel · Project management

About this template

⚠ Demo sample. This template is seeded data for the Stax tutorial demo. The download is a programmatically-generated sample file, not a production-grade asset, and the seller account isn't a real seller. Real templates published by real sellers will replace these. One sheet for leads, one for active deals, one for closed-won/lost. Pipeline value formulas roll up automatically. Built for sub-100-customer teams.

What’s included

  • lightweight-crm-no-salesforce-required.xlsx7 KB

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Tool
Excel
Category
Project management
Delivery
1 file
Updated
May 19, 2026