Template
CRM Excel Template
Sections and prompts for CRM Excel Template.
Straight answer: CRM Excel Template — a field note from Shriram IT Ventures for engineering and product leads who need decisions, not another framework essay.
Who this is for
Teams that write trade-offs down before coding burn fewer sprints when a stakeholder changes their mind mid-build. We keep ADRs short on purpose.
Decisions that still look smart in 18 months
Instrument the happy path and the ugly path. Silent failures are what turn a launch into a weekend incident.
Build checklist we actually use
Ship a thin vertical slice, measure, then widen. Big-bang rewrites rarely survive the first month of real traffic.
Failure modes we keep seeing
Ship a thin vertical slice, measure, then widen. Big-bang rewrites rarely survive the first month of real traffic.
How we measure rollout
Use boring technology where the risk is operational. Save novelty for the one wedge that makes the product worth buying.
We update this when delivery patterns change on live client work.
Updated Jul 25, 2026
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Hubs that connect every page — services, industries, proof, and process — so you can move across the site without dead ends.
Ready to ship something that compounds?
Share your roadmap. We’ll come back with scope options, timeline ranges, and who from Shriram IT Ventures should be in the room.