University of Kwazulu-Natal

The Best Google Sheets Crm Free Template How To Use

Bonisiwe Shabane
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the best google sheets crm free template how to use

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... - 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. 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. 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.

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.)

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: 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. 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... Copper offers a free Google Sheets CRM template available directly in the Google Sheets template gallery under "Customer relationship management" that requires no downloads or complex setup. An effective Google Sheets CRM contains three core tabs: contacts for customer information, leads for pipeline tracking, and sales cycle overview for revenue forecasting and deal management.

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