Free client CRM and vacancy template
Keep client, contact, request, value, stage and next commercial action together.
Template preview
| Company | Contact | Vacancy | Required skills | Value | Probability | Stage | Owner | Next action | |
|---|---|---|---|---|---|---|---|---|---|
| Acme Inc. | Luke Brown | luke@acme.example | 2 Data Engineers | Python; AWS | 120000 | 60% | Shortlist | Mark | Follow up Friday |
How to use it
1
Download the CSV and open it in Excel, Google Sheets or LibreOffice.
2
Adapt categories and stages without removing stable identifiers.
3
When the file becomes hard to maintain, create a free HICE workspace and manage the process directly there.
When the spreadsheet is no longer enough
When you are ready to move beyond the sheet, create a HICE workspace and manage data, roles, approvals and history in one place.
Move to HICE for freeFrequently asked questions
Do I need to register to download it?+
No. Download the template without email or payment card.
Does it work with Excel and Google Sheets?+
Yes. The UTF-8 CSV works with mainstream spreadsheet tools.
Is the template imported into HICE?+
No. The template is a standalone tool. In HICE, add candidates by uploading CVs and configure the other workflows directly in the workspace.