CRM for AI
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FREE CRM TOOLS

Build your CRM template

Start with the fields you need. Keep customer records readable, edit your own rows and take your data with you.

  1. 1.Choose contact columns
  2. 2.Review and edit records
  3. 3.Download your CSV

Choose contact columns, edit your records, then download a CSV. The local tool needs no account.

  1. Choose columns
  2. Review and edit records
  3. Download CSV

One CSV · up to 1 MiB, 500 records and 40 columns. IDs and phone numbers stay as text.

A contact template you can adapt

Fictional preview · the example includes three contacts, stable source IDs, quoted company names and multiline notes.

NameCompanySource ID
Alex MorganNorthstar Studio0001
Amélie LaurentAtelier, Lyon0002
Rangi ThompsonKōwhai Works0003

Bring your existing contact CSV

The first row must contain unique, nonempty column names. Imported columns and text values stay intact. Loading a CSV replaces the current local table only after it passes validation.

From a contact list to your next follow-up

Use source and channel to keep useful context beside each person. Notes are plain text. For dated next actions and outreach results, open the sales outreach tracker.

CRM import requires workspace access, column mapping and an explicit preview. Create-only import does not match existing contacts and repeating it creates duplicates. Choose a stable source identifier only when your source guarantees it stays unique; email is never chosen automatically.

Do I need an account?

No account is needed to customize and download a CSV. Importing records into hosted CRM requires an enabled workspace and the right permissions.

Is this an Excel workbook?

The download is CSV, which spreadsheet applications can open. It does not include workbook formulas, multiple sheets or a live Google Sheets connection.

Can I update existing CRM contacts?

Review your mappings and choose a stable unique source identifier in CRM. Email is appropriate only if your source guarantees that it stays unique and stable.

Your data and this tool

The tool processes selected data in your browser. Saving a draft keeps it in this browser for up to 24 hours; it is not a backup. Download a copy before clearing site data. Optional CRM import sends only the data you explicitly review and confirm to your selected workspace.