9 Best Google Sheets Crm Templates And New Options

Bonisiwe Shabane
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9 best google sheets crm templates and new options

Home » Google Sheets » 5☝️ Best Google Sheets CRM Templates in 2025 [Free Download] Tired of juggling customer info in messy spreadsheets? Whether you’re a freelancer, small business owner, or part of a growing team, a simple CRM can keep you organized and boost productivity. Here are 5 must-have free Google Sheets CRM templates for 2025—ready to use, easy to customize, and perfect for managing contacts and tracking leads. We didn’t just pick random spreadsheets – we reviewed dozens of free Google Sheets CRM templates and narrowed it down to the ones that truly add value. Here’s what guided our selection:

To ensure top quality, we carefully reviewed each CRM template by hand, confirming that it is user-friendly and truly effective for managing assignments of all types. - You don’t need full-blown software to manage contacts and deals.- These 7 CRM templates in Google Sheets do the job—some surprisingly well.- We tested 30+ to find templates that are customizable, automatable, and... Not every business needs Salesforce. In fact, if you’re a solo operator, scrappy startup, or just someone tired of bouncing between tools, a well-built Google Sheets CRM template might be all you need. It’s simple, shareable, and already lives in the workspace you’re using every day. We tested over 30 Google Sheets CRM templates and ended up with 7 picks that will help you track deals, manage follow-ups, flag stale leads, and even automate things like form-fed lead collection or...

You don’t need to install anything or go through a 3-hour onboarding video. Just copy the template, plug in your contacts, and get to work. Fully-customizable no-code CRM that centralizes your entire sales cycle. I just found your free one page CRM. I have struggled for fifteen years to find a simple solution, one step above a physical binder with tabs. You have changed my life.

THANK YOU Thank you for sharing your feedback with us! We are very happy to hear you enjoy using the free CRM spreadsheet. 🙂 It’s indeed much more flexible than a physical binder. Thank you, Anastasia. This template is invaluable.

I like the action-oriented approach. And it fits perfectly with my humble beginnings working with a CRM. Btw. I asked ChatGPT to find me CRMs for Google Sheets 🙂 Hi Roland, thank you for sharing your feedback! 😊 I’m glad to hear the template perfectly fits your current needs.

Our customers love OnePageCRM for its simplicity and action-focused approach, so we thought we’d re-create its Action Stream in Google Sheets. This way, anyone who’s at the very start of their CRM journey can still enjoy an action-focused approach. Managing your customer relationships lets you increase brand loyalty and attract new customers. You can get many insights from tracking how your customers interact with your business, such as gaining more knowledge on the consumer market, product performance, and purchasing behaviors. And to do that, using a Google Sheets CRM is a great solution. Today, we’ll explore how you can effectively use Google Sheets as a customer relationship management tool.

We’ll also give you a free template to track your customers, making things easier. If you’re familiar with CRM (Customer Relationship Management) tools, you’ll realize that a Google Sheets CRM is just a simplified version that runs on a spreadsheet. You can use it to organize your customer contacts by utilizing the columns and rows. For instance, you can make several categories at the top of each column to group your data by name, institution, contact details, and other aspects. Additionally, it includes basic communication information, determining how your customers have interacted with your business so far. Aside from having the familiar functionality of spreadsheets, the best thing about Google Sheets CRM is that you can use it for various purposes, such as integrating it into your sales pipeline management and...

A Google Sheets CRM template is the perfect starting point for organizing your growing customer base. It introduces you to essential customer relationship management (CRM) features while you learn the fundamentals. In this article, we’ll teach you how to use Google Sheets as CRM software effectively. With our free template, you’ll learn how to manage your sales pipeline and when to upgrade to a dedicated CRM tool. Start managing your customer relationships immediately with our user-friendly CRM Google Sheets template. All the formulas, formatting and automations are already set, so you get up and running quickly.

Your data is processed according to our privacy notice. You may unsubscribe at any time. This free CRM template includes five essential sheets: The Google Sheets CRM is a template for organizing your contacts and making data filtering and searching easier. Its advantage is that it can divide your contacts by name, company, role, and also have an entire detailed communication history. This means not only emails, social media profiles, and phone numbers, but also records of all your past activities.

By the way, we advise you to pay attention to the following CRMs: All this information is placed in the usual Google spreadsheets. All you have to do is add and edit rows and columns. In addition, there are even many tools that will help you quickly and easily import data from other platforms into Google Spreadsheets. Moreover, you can also have Google Sheets templates with worksheets for marketing, sales, and customer service and use them to plan marketing campaigns and track tasks among team members. For sales, it can be a good pipeline management tool, which shows you the stages of the deal and the projected revenues.

It can also track all issues for each contact and ensure that information is available to each agent. There are some CRM tools that don't have the Google Sheets CRM template but instead synchronize information between platforms. So after some use of Google Sheets for CRM, you may want to consider the benefits of a complete CRM SaaS subscription. Google Sheets is great as a CRM when you’re growing — and it’s especially great for GMass users. After all, most GMass campaigns use Google Sheets as their data source for mail merge — so if your CRM is inside of Google Sheets, that saves several steps. Rather than leaving you on your own to create your own CRM in Google Sheets, we built a free one for you.

And we even added some features to make it perfect for GMass campaigns. Of course, it’s not a complete, fully-functional CRM that would cost hundreds or thousands of dollars a month. I didn’t just build a replica of Hubspot in Google Sheets. In fact, we intentionally tried to keep it as simple as possible, with just the most necessary features, to make it more user-friendly and easy to get started.

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Home » Google Sheets » 5☝️ Best Google Sheets CRM

Home » Google Sheets » 5☝️ Best Google Sheets CRM Templates in 2025 [Free Download] Tired of juggling customer info in messy spreadsheets? Whether you’re a freelancer, small business owner, or part of a growing team, a simple CRM can keep you organized and boost productivity. Here are 5 must-have free Google Sheets CRM templates for 2025—ready to use, easy to customize, and perfect for managing co...

To Ensure Top Quality, We Carefully Reviewed Each CRM Template

To ensure top quality, we carefully reviewed each CRM template by hand, confirming that it is user-friendly and truly effective for managing assignments of all types. - You don’t need full-blown software to manage contacts and deals.- These 7 CRM templates in Google Sheets do the job—some surprisingly well.- We tested 30+ to find templates that are customizable, automatable, and... Not every busin...

You Don’t Need To Install Anything Or Go Through A

You don’t need to install anything or go through a 3-hour onboarding video. Just copy the template, plug in your contacts, and get to work. Fully-customizable no-code CRM that centralizes your entire sales cycle. I just found your free one page CRM. I have struggled for fifteen years to find a simple solution, one step above a physical binder with tabs. You have changed my life.

THANK YOU Thank You For Sharing Your Feedback With Us!

THANK YOU Thank you for sharing your feedback with us! We are very happy to hear you enjoy using the free CRM spreadsheet. 🙂 It’s indeed much more flexible than a physical binder. Thank you, Anastasia. This template is invaluable.

I Like The Action-oriented Approach. And It Fits Perfectly With

I like the action-oriented approach. And it fits perfectly with my humble beginnings working with a CRM. Btw. I asked ChatGPT to find me CRMs for Google Sheets 🙂 Hi Roland, thank you for sharing your feedback! 😊 I’m glad to hear the template perfectly fits your current needs.