University of Kwazulu-Natal

Top 12 Free Crm Templates In Google Sheets Excel

Bonisiwe Shabane
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top 12 free crm templates in google sheets excel

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. - 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. 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.

We’ve all heard the phrase “the customer is always right,” and whether you live by it or not, there’s no denying that customers, at the very least, are super important for the success of... And the secret to happy customers? Maintaining healthy relationships with everyone who supports your product. This is the first step in growing your list of life-long customers who will ultimately bring new meaning to your product, fulfillment to your job, and hopefully, become advocates of your business. 📈 Happy customers are the ultimate source of genuine and free organic advertising, which is one of the many reasons why Customer Relationship Management (CRM) is so important for every business.

Proper CRM ensures that no customer falls through the cracks and shows that you value the people buying your product (and keeping your company afloat). This is why flexible and user-friendly CRM templates are such a valuable tool. CRM usage has boomed across industries year over year. In fact, GetBase reported over 90% of companies with more than 12 employees—and even 50% of companies with fewer than 10 employees—invest in a CRM system. By Diana Ramos | July 6, 2020 (updated June 30, 2025) We’ve gathered the most useful CRM templates in Excel, Google Sheets, and Smartsheet formats.

Included in this article, you’ll find the following: Download the CRM Spreadsheet Template for Excel When to Use This Template: This CRM Excel template consists of a simple spreadsheet for organizing leads and contact information. Customer Relationship Management (CRM) plays a vital role in any business enterprise. While there exist numerous CRM software available today, leveraging CRM templates in Excel can offer a simpler and more flexible alternative for small businesses, startups or those just getting started in sales. It is also a cost-effective, customizable and user-friendly way to manage customer data.

The need for CRM arises from the relationship-centred nature of modern business, yet the implementation of fully functional CRM software might not always be feasible due to budget restrictions or resource constraints. This is where Excel CRM Template Sites come into the picture. They offer a range of templates that can be used to organize and visualize your customer data in Excel. These templates are fully customizable to cater to individual business requirements, making it a robust tool to manage sales processes, customer interactions, and performance metrics without needing expensive CRM software. <img fetchpriority="high" decoding="async" class="aligncenter wp-image-43683" title="Excel CRM Template Site Introduction" src="https://www.datanumen.com/blogs/wp-content/uploads/2024/04/excel-crm-template-site-introduction.jpg" alt="Excel CRM Template Site Introduction" width="600" height="338" /> The main objective of this comparison guide is to provide detailed insights into different Excel CRM template sites.

With numerous websites offering a range of templates, choosing the right one can become a challenge. This guide aims to break down the features, pros, and cons of each site to help you make an informed decision that meets your business’s specific needs. Whether you are a small scale firm seeking to enhance customer relations or an entrepreneur wanting to streamline your sales processes, the objectives of comparing these different Excel CRM template sites are to simplify... You also need a good tool to recover Excel files. DataNumen Excel Repair is a widely used option: 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... Are you ready to streamline your sales process but not quite ready to invest in full-scale CRM software? Whether you're a small business owner, solopreneur, or startup, a well-organized CRM can transform how you manage customer relationships. To help you get started, we’re offering a free CRM template in Google Sheets/Excel, designed for ease of use, flexibility, and collaboration. In this guide, we’ll walk you through everything you need to know about using a CRM in Google Sheets/Excel, including its benefits, limitations, best practices, and how to customize our template to suit your...

Customer Relationship Management (CRM) is the process of managing interactions with customers and prospects. A well-implemented CRM system centralizes customer data, helps track sales opportunities, and enables better communication with clients. While dedicated CRM software offers advanced features, many small businesses start with spreadsheets like Google Sheets or Excel. These tools are simple, cost-effective, and an excellent starting point for businesses that are just getting off the ground. Our free CRM template for Google Sheets has been designed with small businesses in mind. It’s simple to use yet packed with features to help you manage contacts, track deals, and analyze your sales pipeline effectively.

New to Pipeline CRM? We’ve got you covered! We offer free data migration and a smooth onboarding process. Are you struggling to keep track of your leads, deals, and customer interactions? Our free Sales CRM template for Excel and Google Sheets gives you a complete sales management system with 12 integrated tabs specifically designed to organize your entire sales operation—without investing in expensive software. Download our free Sales CRM template today and transform your sales process immediately.

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I Just Found Your Free One Page CRM. I Have

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.

🙂 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

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-...

Not Every Business Needs Salesforce. In Fact, If You’re A

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 foll...

Fully-customizable No-code CRM That Centralizes Your Entire Sales Cycle. Managing

Fully-customizable no-code CRM that centralizes your entire sales cycle. 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...