University of Kwazulu-Natal

Google Sheets Crm Templates Examples And Tools Lark

Bonisiwe Shabane
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google sheets crm templates examples and tools lark

- 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. 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. 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... 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... According to McKinsey, leaders stand to gain a 2-5% bump in sales by implementing data-driven decision-making. ✨ However, many organizations still struggle to implement this approach effectively due to inefficient data management.

The lack of proper tools to collect, organize, and analyze data, leads to sales teams missing out on growth opportunities. This is where Google Sheets CRM templates can make a significant difference. These templates help businesses centralize and manage their sales data in a simple, accessible format, allowing teams to track leads, customer interactions, and sales progress in real time for data-driven decision-making. In this article, we’ll walk you through some top free CRM templates designed to simplify your sales process and scale your sales operations. Sign up to receive more well-researched sales articles and topics in your inbox, personalized for you. This article is part of a larger series on CRM.

Sign up to receive more well-researched sales articles and topics in your inbox, personalized for you. Customer relationship management (CRM) software helps sales teams track leads, contacts, and opportunities. However, if you want to use a simpler tool to do these things without the advanced functionalities and automation, you can also set up your own client tracker using a Google Sheets CRM template. Follow our step-by-step guide on how to use Google Sheets as your CRM and start managing and organizing customer records, interactions, and sales. We’ll also walk you through important Google Sheets terms and best practices. The quickest way to set up a Google Sheets CRM for tracking leads, contacts, and sales opportunities is by downloading our free template.

It consists of two spreadsheets that make a workbook you can use as a basic CRM tool. These sales CRM Google Sheets include contact information, deal status, and a sales overview. Google Sheets has become a workplace staple for its flexibility, inspiring many to build custom tools – including CRMs. If you’re looking for a Google Sheets CRM template, we’ll cover how these templates work, who can benefit, and where to find free ones. We’ll also show you an alternative solution that might be a better fit for managing client relationships. Google Sheets CRM templates are fully editable, so you can adjust every field and formula as needed.

Unlike Excel templates, they support real-time team collaboration. This Google Sheets CRM template lets you easily track business processes by quarter. It allows sales teams to organize lead strategy and plan the next steps. The template will be handy to companies and solopreneurs seeking low-cost CRM solutions. It provides:

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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. 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 ...

We Didn’t Just Pick Random Spreadsheets – We Reviewed Dozens

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. Managing your customer relationships lets you i...

Today, We’ll Explore How You Can Effectively Use Google Sheets

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 co...

Aside From Having The Familiar Functionality Of Spreadsheets, The Best

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... 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...