Customer Relationship Management

Manage customer relationships and opportunities in a more efficient way with GPetrium’s Customer Relationship Management (CRM) tool: the perfect excel solution for small medium sized businesses. Facilitate your lead management, opportunities management, and sales forecasting data through easy to use automated dashboards.


Data Visualization Insights

Access key customer data in a fast and reliable way through a dashboard.

Personalize to your business needs

Gain the flexibility to use and shape the solution the way you need it to be.

Premium CRM excel - dashboard
Premium CRM excel - auto-email preparation
Premium CRM in excel - database

Process Optimization

Save time by using built in features like an auto-populated email template for easy communication with customers.

Manage Relationships better

Stay on top of your customer interactions without breaking the bank with the perfect solution for SMBs.

Choose the perfect SOLUTION

From free, premium to commercial needs, our solutions can help you get to where you want to be.



User License






Three User Licenses

Upon purchase or download of the above Documents, you agree to the following License Agreement.


          GPetrium’s Customer Relationship Tool is a cost-efficient solution for Small and Medium sized businesses that features:



Enjoy all of the benefits of the free version with a sleek and upgraded design that features:


    Enjoy all of the benefits of the free and premium versions with the additional benefits:

      Frequently asked questions

      Most of the templates were built in MS Office 2019 or the latest version of other respective software. For MS Office, templates should work in anything from 2013 to today. Slicers functionality applies to Excel 2010 onward, Map Charts comes from Excel 2016 and so forth. The more complex the template is, the higher probability that some functionalities may not work. GPetrium encourages all users to experiment with the free version prior to getting the premium ones.

      This is a three-pronged question, so it will be divided likewise:

      • From a website standpoint, we use HTTPS to secure communication between both parties, strong cybersecure passwords & internal protocols coupled with tools to manage and monitor security issues.
      • Our payment processing occurs via Stripe and the bank/credit card tied to your account. The companies we work with have a global presence in their respective industries.
      • Every template that we create follow a stringent development protocol to safeguard it from security risks. Our excel templates are all non-VBA (with exception of specific custom tailoring) to lower cybersecurity related concerns.

      Our templates are tested on Windows desktop. Although some functionalities may not be serviceable in other platforms, we do our best to build greatness under simplicity. Client have yet to raise issues regarding use on Linux, Apple or mobile version.

      Our offerings do not include an MS Office, Power BI and any other trademarked license.

      By purchasing the commercial version of the tool, 3 licenses are given in perpetuity to your company, which means your user licenses will never expire. As such, 3 employees will be able to use the tool as per our licensing agreement. In other words, should you have 6 employees in your team, 2 purchases of the commercial version of the tool should be made for everyone to benefit from the tool. This version of the tool is intended for corporate clients, whereas the Premium version is a single license intended for personal use only.

      We take every step we can to safeguard you and ourselves. To guarantee the quality and legitimacy of our services, please make sure to only download our products and contact us via our website. If you have any question, please Contact Us.

      For more information, see our Terms of Use policy.

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