Templates Library
Free & Pro Templates for your everyday work
Budget planners, trackers, dashboards, invoices, and more — for Excel, Google Sheets, Word, and PowerPoint.
Budgeting Invoicing CRM HR Dashboards Reporting Project Mgmt
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Accounting
Ledgers, journal entries, chart of accounts, and bookkeeping workbooks
0 templates
Admin
General admin templates for office paperwork, forms, and recordkeeping
0 templates
Budgeting
Personal, household, and business budget planners with income, expenses, and savings tracking
0 templates
Compliance
Compliance registers, audit logs, policy checklists, and risk trackers
1 template
CRM
Customer and lead trackers, sales pipelines, and follow-up logs
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Customer Support
Support ticket logs, FAQ trackers, and customer feedback sheets
0 templates
Dashboards
Visual dashboards with KPIs, charts, and scorecards for business performance
0 templates
Education
Gradebooks, lesson plans, attendance sheets, and study planners
0 templates
Expense Tracking
Daily expense logs, mileage trackers, and reimbursement sheets
0 templates
HR
Employee records, onboarding checklists, leave trackers, and performance review templates
0 templates
Inventory
Stock trackers, reorder logs, and warehouse inventory management sheets
0 templates
Invoicing
Invoice templates, quotes, receipts, and payment trackers for service and product businesses
0 templates
Marketing
Content calendars, campaign trackers, and marketing budget planners
0 templates
Meeting Management
Agendas, minutes, action item logs, and meeting planner templates
0 templates
Operations
Standard operating procedures, workflow templates, and process checklists
0 templates
Presentations
Business, educational, and pitch deck presentation templates
0 templates
Productivity
Personal productivity trackers, habit planners, and goal-setting sheets
0 templates
Project Management
Project plans, Gantt charts, milestone trackers, and resource allocation sheets
0 templates
Reporting
Weekly, monthly, and quarterly report templates with summary tables and charts
0 templates
Scheduling
Calendars, rotas, shift schedules, and appointment booking templates
0 templates
Task Management
Task lists, to-do trackers, daily planners, and team task boards
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C
Client Relationship Manager Template for Excel
Crm
X
Client Relationship Manager Template for Excel
A structured Excel template for tracking contacts, account history, follow-ups, and client status without the cost or complexity…
✓Pro version available — $6.99
Free → View template
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