Turn your customer spreadsheet into a real CRM
Upload your customer list. Describe the CRM you need. Get a working customer management tool with profiles, notes, status tracking, and email — in minutes.
No credit card required · Published in minutes
Also works with CSV exports from any other CRM
How it works
Three steps. No technical knowledge required.
Describe the CRM you need
Tell Exepad what kind of customer management tool you want — sales pipeline, support tracker, lead management, account management. Mention the team and the workflow.
Attach your customer list
Upload your Excel file. Exepad reads every column — name, email, phone, status, notes — and uses it to build the contact schema and profile pages.
Publish in minutes
Your CRM is generated, live, and ready for your team to use. Add new contacts, log notes, and update statuses from any device.
Not a spreadsheet with a nicer interface.
A real CRM.
Your customer spreadsheet is the starting point. The result is a working customer management application with its own database, profiles, and workflows.
Contacts become profiles
Every row in your spreadsheet becomes a contact profile with its own page, edit form, and history. No more horizontal scrolling.
Search and filter every record
Find any contact in seconds. Search across name, email, company, status, notes, and any custom field. Save filters per user.
Forms for new contacts and updates
Add contacts via a built-in form with validation. Public lead-capture forms feed straight into the CRM. No separate form tool.
Email sending and follow-ups
Send emails directly from a contact's profile. Schedule follow-ups. Send campaigns to filtered segments. No third-party email service.
Pipeline and activity analytics
See deals by stage, contacts added per week, response rates, and team activity. Built in — no plugins, no upgrades.
Works on every device
Update contacts from the office, the road, or the client site. Your CRM works on desktop, tablet, and phone.
Built for Excel files
Exepad understands the structure of your spreadsheet — not just the text inside it.
Every column becomes a contact field
Name, email, phone, company, status, notes, custom fields — all detected automatically. Field types (text, email, phone, date, dropdown) are inferred from the data.
Status columns become pipeline stages
If your spreadsheet has a status or stage column, Exepad turns it into a real pipeline view with drag-and-drop and visual progress.
Multiple sheets become linked entities
A workbook with 'Contacts' and 'Deals' or 'Companies' sheets becomes a CRM where each contact links to their deals or company — automatic relationship detection.
Notes and history columns are preserved
Long notes and activity history columns become threaded entries on each contact's profile, ready to extend with new entries.
Customer spreadsheet vs. Exepad CRM
A contact spreadsheet is a list. A CRM is a tool. The same names, emails, and statuses can become a working customer management system.
Everything a customer spreadsheet can't do
A spreadsheet is a list. A CRM is a tool. Every conversion includes what you'd otherwise pay a monthly CRM subscription for.
From customer list to CRM
in one sitting
Your spreadsheet already has the contacts and the structure. Exepad turns that into a working CRM — not a prettier table.
Columns become fields
Each column in your spreadsheet becomes a typed field on every contact profile. Email, phone, dropdown, date — all inferred from the data.
Rows become contact profiles
Every row becomes a contact with its own profile page, edit form, notes history, and search entry. A 1,000-row sheet produces 1,000 profiles instantly.
Sheets become linked entities
Multiple sheets in one workbook become linked entities — contacts, companies, deals — with relationships detected automatically.
Frequently asked — Excel to CRM
Ready to build?
Upload your customer list. Describe the CRM. Get a working tool in minutes.