Learn
Guides to working with a CRM that lives in a spreadsheet you already control.
- Guide
FreeCRiM facts
A plain statement of what FreeCRiM does today, what is being built, what it costs, what it does not do and who makes it.
Read more - Guide
How to connect Microsoft 365 and create your first FreeCRiM workbook
The two steps that turn a Microsoft 365 sign-in into a working CRM - connecting your account, then creating or picking the Excel workbook FreeCRiM reads and writes.
Read more - Guide
What's inside the FreeCRiM workbook - companies, contacts, deals and the pipeline
A tour of the sheets FreeCRiM creates - Companies, Contacts, Deals, Activities and a formula-only Pipeline summary - and why the file works in Excel with FreeCRiM closed.
Read more - Use case
How a shared FreeCRiM workbook stays consistent with more than one person in it
Excel's own co-authoring lets two people edit a shared workbook at once but does not stop conflicting updates; FreeCRiM avoids that by routing every write through one elected writer per workbook.
Read more - Use case
Picking up a FreeCRiM workbook a teammate already created
If a colleague already set up your team's FreeCRiM workbook, you do not create a second one - you connect Microsoft 365 and pick the same file, and FreeCRiM adds you to it.
Read more - Use case
What happens if you move, rename or lose access to your FreeCRiM workbook
FreeCRiM identifies your workbook by its Microsoft file id, not its name or folder, so moving or renaming it within the same drive changes nothing - moving it to another drive does.
Read more - Guide
What is a workbook-first CRM?
FreeCRiM keeps every company, contact and deal as a row in an Excel workbook you own, and reads and writes it through a web app rather than a database only it can see.
Read more - Guide
How the Outlook add-in will work
A look at FreeCRiM's upcoming Outlook add-in - a task pane beside the message you are reading that looks up and updates the same workbook the web app uses.
Read more - Use case
How to leave FreeCRiM and keep your data
Because your CRM data lives in an Excel workbook in your own Microsoft 365, leaving FreeCRiM never means losing it or needing an export.
Read more