Best Sales Content Management Software for Microsoft Excel
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Compare the Top Sales Content Management Software that integrates with Microsoft Excel as of December 2025
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This a list of Sales Content Management software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Sales Content Management Software for Microsoft Excel?
Sales content management software helps businesses organize, manage, and distribute sales materials and resources to their teams, ensuring that the right content is easily accessible when needed. These tools enable sales teams to store, categorize, and share documents, presentations, case studies, product sheets, and other resources in a centralized, searchable repository. Many solutions also offer features like content analytics, which track which pieces of content are most engaging or effective in closing deals, and content recommendation engines that suggest the most relevant materials based on the prospect or deal stage. This software streamlines content management, increases sales team productivity, and ensures consistent messaging across the sales process. Compare and read user reviews of the best Sales Content Management software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
2
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
3
roombriks
roombriks
Automate your meeting notes with roombriks, your AI-powered scribe. For pitches, discovery calls, back-to-back meetings, and beyond, roombriks takes note-taking off your plate. While you stay engaged, roombriks is hard at work transcribing the conversation. Once the meeting ends, the highlights and details that matter most are organized automatically into the format of your choosing. That’s all without any bots. Instead, roombriks connects seamlessly to the platforms you’re already using. From there, sharing is a cinch. With a single click, you can keep key stakeholders, colleagues, and company leadership in the know. Questions about the meeting? No problem. For an instant answer, just ask roombriks as if you were messaging a coworker.Starting Price: 14 -
4
SmartSales
EASI
SmartSales is an all-in-one field sales CRM that eliminates paperwork, allows reps on the road to sell more and better, and saves them up to 90 minutes a day. With territory management, prospects and customers are geolocated and can be segmented. With constant accuracy, it stocks, prices, and docs are always up to date. Keep track of everything, customize and generate in-depth visit reports as well as succinct notes. Action-driven, place orders right away in the app. No more extra waiting time. Sales representatives often need to carry a lot of paper documents & product catalogs to their appointments. They don't have a real-time view of stock availability during their appointments. They get their orders signed on paper documents that need to be manually re-encoded in the CRM afterward. They sometimes show outdated marketing documents to their customers. Then SmartSales is what you need!Starting Price: $59 per user per month -
5
headful
headful
headful is the most powerful application for AI-driven information and knowledge distribution. With easy access, group-specific content, and multi-channel distribution, headful streamlines your sales, support, marketing, and service communications. Accelerate information delivery, manage content efficiently, and boost productivity. headful is a powerful and intuitive sales content management platform designed to simplify communication and empower sales teams. No matter the size or nature of your business, with headful you can effortlessly share compelling stories, stay up to date, and achieve measurable success in your sales efforts. Our intuitive platform empowers over 20.000 users to date and helps to centralize all communication tools effortlessly, eliminating the need for multiple logins and tedious switching between applications. Regardless of your IT expertise, headful's simplicity ensures that anyone can navigate and make the most of the information provided.Starting Price: €79 per month -
6
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
7
Masset.ai
Masset
Version control let's you update old, off brand and inaccurate assets with just one click. Plus Masset notifies everyone who's downloaded, shared, or even just viewed the asset about the changes. Now you can find your content without ever leaving Slack. Simply type in a quick search and you can view, download and share your content directly from Slack. Build personalized content rooms directly in your CRM. Interaction with that content tracks in HubSpot or Salesforce and all content analytics go straight to the marketing team. Not only can you link to outside assets to have them centralized in one place, but you can do it in bulk via .CSV upload. Content builds up over time and will eventually become outdated. Content flagger let's anyone in your business flag content that needs to be updated so your database is accurate as can be. Now you can finally see what content is and isn't being used by your organization. Marketing doesn't get enough feedback about their content.
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