CloseMore – Customer & Sales CRM Tracker (Excel Template)

Organize Customers. Track Leads. Close More Sales.

Are your leads scattered across your inbox, sticky notes and memory? CloseMore is a simple Excel CRM for freelancers, solopreneurs, consultants and small businesses. It keeps every customer, deal, conversation and follow-up in one place, and shows you exactly who to contact today. There’s no monthly subscription.

What CloseMore does for you

✔ Customer database: contacts, lead source, industry, status and assigned salesperson, with last contact and next follow-up dates filled in automatically

✔ Sales pipeline: track any number of deals per customer through your sales stages, with editable win probabilities and weighted deal values

✔ Interaction log: record every email, call, meeting, WhatsApp chat or video call in seconds

✔ Follow-Up Manager: shows what’s overdue, due today, due this week and coming up, earliest first, with contact details. Completed follow-ups drop off the list automatically.

✔ Sales dashboard: 15 key figures and 5 charts, including active pipeline, weighted pipeline, won and lost value, win rate, deals closing this month and overdue follow-ups

✔ Multi-currency: each currency is reported separately and never mixed together

✔ Built-in checks: flags duplicate IDs, unknown customers, deals linked to the wrong customer and missing details

✔ Fully customisable: edit every dropdown and stage probability without any macros

Choose your version

Standard

• 1. CloseMore CRM workbook (blank and ready to use)
• 2. README and license

Complete – everything in Standard, plus:

• 1. Sample data workbook with a fictional business, so you can explore every feature first
• 2. 19-page User Guide with real screenshots
• 3. 10-minute Quick Start guide

Premium – everything in Complete, plus:

• 1. Sales Templates workbook: sales targets and commission, quote calculator, lead scoring, and a weekly activity planner
• 2. Sales Scripts PDF: follow-up emails, short messages, a phone call opener and replies to common objections

Who it’s for

Freelancers, solopreneurs, consultants, service providers, sales reps, small businesses and online sellers who want an affordable CRM they fully own.

Compatibility

• Microsoft Excel 2016 or later, or Microsoft 365 (Windows and Mac)
• No macros, no subscription and no internet connection needed
• Also works in LibreOffice. Google Sheets hasn’t been tested, so some formatting may look different.

Please note

• CloseMore is a single-user Excel file. It doesn’t send emails or reminders, sync between multiple users, or connect to other apps.
• Deal values are sales opportunities, not money received.
• It helps you stay organised, but it doesn’t guarantee sales.
• Your customer data stays in your own file. Keep it stored securely.

👉 Download CloseMore today and never miss another follow-up.