What Tablif read on CRM in Excel's site
CRM in Excel describes itself as: “CRM in Excel – CRM Software for Freelancers & Small Businesses”
- Price model: One-time · free tier
- Free tier: Free forever
- Stage: Live, no waitlist
- How it differs: “Own the file instead of renting a login”
What it is
Calls itself “CRM”.
- Calls itself: CRM
“A CRM in Excel that shows you every morning who to call.”
Where it puts itself
Rules out “no account” and “no subscription”. Publishes a comparison page.
- Says it will not: no account · no subscription
“Own the file instead of renting a login. One payment, no account to keep alive, and the client data never leaves your disk unless you copy it somewhere yourself.”
“…no account”
What it costs
One-time purchase. A free tier, free forever. No monthly plan. Prices quoted: $50.
- One-time: yes
- Monthly: no
- Free plan: free forever
- Price: $50
“It costs $50 once”
“No monthly fees”
“Pay once, no subscription.”
Who it sells to
Sells to consumers. Built for small businesses and solo users. Made for consultant, freelancer and insurance agent. Available in 5 languages.
- Sells to: consumers
- Company size: small businesses · solo / indie
- Made for: consultant · freelancer · insurance agent
- Languages: 5 languages
“CRM Software for Freelancers & Small Businesses”
“It is built for one person who calls clients and works from one computer: an insurance agent, a consultant, a freelancer or a small business owner”
How it runs
A desktop app for Windows. Runs locally and works offline. No API. Says it uses no AI. Built with Shopify.
- Kind: desktop
- Runs on: Windows
- Runs where: on the device, offline
- API: no
- AI role: explicitly no AI
- Built with: Shopify
“It runs in Excel on Windows, offline, on your own computer”
“Microsoft Excel 2016 or newer on Windows 10 or 11.”
What it works with
Integrates with Microsoft Phone Link. Names Excel, Microsoft 365 and 2 more on its pages.
- Integrates with: Microsoft Phone Link
- Names: Excel · Microsoft 365 · Microsoft Excel · +1
“CRM in Excel”
“Excel”
What it offers as proof
Live, no waitlist. Claims “7 reviews”. Try it without signing up. Publishes docs and a blog.
- Number claimed: 7 reviews
- Instant signup: yes
- Trial asks for: nothing
“Buy now 2,345.46TL Get the free CRM”
“…no email address”
Sources
Tablif read these pages, last on 10 Nov 2026. Everything above is what the product says about itself; Tablif does not verify every claim.
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