Best Google Sheets Crm Template All In One Business Toolkit
- 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. In this Google Sheets CRM template guide, I’ll show you how you can create a fully functional CRM in Google Sheets. Are you an avid Google Sheets user looking for a CRM (customer relationship management) solution? Guess what? You have the power to manage all things customer-related with a simple and intuitive Google Sheets template!
That’s right; you no longer need to create email folders, handwritten notes, or multiple spreadsheets to manage your tasks, customers, and sales! Okay, so how exactly can you use your favorite online spreadsheet app as a CRM? 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...
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. If you're like us, you hate paying monthly subscriptions for multiple business software… So, we created three all-in-one business toolkits (with no subscriptions!). We offer the most affordable, ‘functional’ lifetime Google Sheets CRM for small and micro businesses. Only one payment for lifetime access, lifetime updates, all client, sales, task, inventory and email marketing features. Also, we now have three Sheetify Toolkits!
(CRM, Projects and Bookkeeping Toolkits) No Subscriptions, No Fees, No Monthly Plan and No Limitations... Lifetime Updates and Value. 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. Discover folk - the CRM for people-powered businesses Looking for a flexible, budget-friendly CRM solution that won't overwhelm your growing sales team? Free Google Sheets CRM templates might be the answer! With its user-friendly design and limitless customization, Google Sheets offers a perfect CRM solution for freelancers, startups, and small businesses.
And the best part? You don't have to create everything from scratch. Countless ready-to-use templates are available to help you hit the ground running. In this article, we'll dive into: As a starting point, we have compiled ten links to popular Google Sheet CRM templates that you can use for your business. These templates are customized to perform different functions, from basic lead tracking to advanced revenue forecasting.
You can find them on the internet, download, and install them on your Google Sheets. They are the easiest way to get started. This is a free template designed specifically for sales teams of 20-50 people who need more than basic spreadsheet functionality. It allows tracking sales leads, customer contact info, and revenue pipelines. It's as easy to set up as a Google Sheets CRM template, but more comprehensive and flexible, as it combines the simplicity of a Sheet with more powerful CRM features, such as the ability... Clarifying best practices, tool stacks, and strategies.
Google Sheets is a cloud-based spreadsheet program used by many business owners to manage their daily activities. It offers solutions for everything, from managing expenses, generating invoices, and tracking tasks to building strong customer relationships. It boasts plenty of tools to create a comprehensive and professional-grade CRM platform. Building and maintaining solid customer relationships is crucial for any business’s success. A healthy relationship with customers is the backbone of a flourishing business. It keeps customers coming back, thereby leading to long-term growth and profitability.
This is a quick guide where we will learn the importance of Customer Relationship Management and explore the best FREE Google Sheets CRM templates available in 2024. So, make sure to read the article till the end. In Google Sheets, the CRM (Customer Relationship Management) system or template refers to a set of sheets businesses use to record customer interaction.
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- You Don’t Need Full-blown Software To Manage Contacts And
- 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 mig...
Just Copy The Template, Plug In Your Contacts, And Get
Just copy the template, plug in your contacts, and get to work. Fully-customizable no-code CRM that centralizes your entire sales cycle. In this Google Sheets CRM template guide, I’ll show you how you can create a fully functional CRM in Google Sheets. Are you an avid Google Sheets user looking for a CRM (customer relationship management) solution? Guess what? You have the power to manage all thin...
That’s Right; You No Longer Need To Create Email Folders,
That’s right; you no longer need to create email folders, handwritten notes, or multiple spreadsheets to manage your tasks, customers, and sales! Okay, so how exactly can you use your favorite online spreadsheet app as a CRM? 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 ...
We’ll Also Give You A Free Template To Track Your
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 ...
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...