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CRM CSV Template

Build a simple CRM contact list for free. Add contacts with name, email, phone, company and status, then export everything as a clean CSV for your spreadsheet or CRM.

Add contact

Fill the fields and press Add. Export when ready.

Contact list

No contacts yet.

NameEmailPhoneCompanyStatus
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How the template works

Add contacts row by row with name, email, phone, company and a pipeline status. The table below always mirrors your list, and Export CSV downloads it with proper quoting so commas inside fields never break the file.

The blank template download gives you just the header row, ready to fill in Excel or Google Sheets and import anywhere.

Using the CSV elsewhere

The exported file opens directly in Excel, Google Sheets and LibreOffice, and imports into most CRM systems as a contact list. The BOM marker at the start keeps non-English characters intact in Excel.

Status values (Lead, Contacted, Qualified, Customer, Lost) form a simple sales pipeline you can filter and sort once the CSV is in your spreadsheet.

CRM CSV Template FAQs

Which columns are included?
Name, Email, Phone, Company and Status. Name is the only required field when adding a contact.
Will commas in names break the CSV?
No. Fields containing commas, quotes or line breaks are automatically wrapped in quotes with inner quotes doubled, following the CSV standard.
Can I import this into my CRM?
Yes. The header row uses common column names that HubSpot, Salesforce, Pipedrive and most others map automatically on import.
Is my contact data saved?
No. The list lives only in the page memory and vanishes on reload. Export the CSV to keep your data.
Does it work in Excel?
Yes. The file includes a UTF-8 BOM so Excel opens special characters correctly, and it uses CRLF line endings.
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