University of Kwazulu-Natal

Crm In Google Sheets R Sales Reddit

Bonisiwe Shabane
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crm in google sheets r sales reddit

Quick question: how many business cards and/or sticky notes with important contact information are on your desk right now? Too many? Yeah, I thought so. Maybe you’ve always had a problem with organization. Or maybe you’re getting so many new leads that it’s become harder and harder to keep up. (If that's the case, congrats!).

A customer relationship management (CRM) platform—like a customized Google Sheets CRM—lets you store key prospect and customer data, visualize your sales pipeline, and automate follow-ups. Good CRM apps also help users assess and improve their entire sales process. If you’re looking for an easy, low-cost way to get started with CRM management, keep reading. I will show you how to turn Google Sheets, a popular Microsoft Excel alternative, into a viable CRM system. (Wondering if you have access to Google Sheets? Ask yourself this: "Do I use Gmail?" If yes, you can access Google Sheets, as both apps are part of Google Workspace.)

The complete guide to building, scaling, and supercharging your sales pipeline with spreadsheets In 2025, the sales technology landscape is crowded with advanced CRMs boasting AI forecasting, automation, and endless integrations. Yet thousands of teams still manage their pipelines in the most unassuming of tools: Google Sheets. For many small businesses, solopreneurs, and early-stage startups, this isn’t about being behind the curve. It’s about being practical. A spreadsheet is fast, familiar, and flexible.

You don’t need weeks of training to get a new rep started. You don’t need to negotiate a software contract. You simply open a sheet, add columns, and start working leads. Perhaps the biggest reason teams stick with spreadsheets is control. With Google Sheets, the sales manager becomes the architect: they decide what gets tracked, how stages are defined, and which formulas or color codes highlight priorities. A few smart tweaks – like conditional formatting or a “next follow-up date” column – make a spreadsheet feel like more than a static log.

Of course, what makes Sheets appealing in the early stages often becomes limiting as the team grows. But at the starting line, it offers something no traditional CRM can match: instant usability. That’s why, even in 2025, Google Sheets remains one of the most common entry points into sales automation. 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... Customer relationship management (CRM) tools help you track leads, manage sales pipelines, and store customer data in one place. But if your team is small or your budget is tight, paying $50–$150 per user each month for a dedicated CRM may feel excessive. That’s where Google Sheets comes in. With the right structure and a few add-ons, you can turn a simple spreadsheet into a functional CRM—without writing code or investing in complex software. In this guide, I’ll walk you through exactly how to build a CRM in Google Sheets step by step.

You might wonder - can a spreadsheet replace a CRM? For many startups, freelancers, and small agencies, the answer is yes. Of course, it won’t match Salesforce or HubSpot feature-for-feature. But for contact tracking, lead management, and basic reporting, it’s surprisingly capable.

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