Description

Google Sheets CRM Template

Manage customer relationships, track leads, and boost sales—all in one simple and affordable tool.

The Google Sheets CRM Template is a smart, ready-to-use solution for businesses that want the power of a CRM without paying for expensive software. Built in Google Sheets, it helps you organize contacts, monitor sales pipelines, track tasks, and analyze performance—all while staying fully online and accessible anywhere.

Why Use a CRM in Google Sheets?

• Affordable & Accessible – No need for costly software—Google Sheets is free and online.

• Better Customer Insights – Keep all customer and lead information organized in one place.

• Improved Segmentation – Understand your customer base and tailor communication effectively.

• Streamlined Tracking – Use the built-in calendar and dashboards for clear, real-time visibility.

• Enhanced Team Performance – Monitor sales activities and measure agent performance.

Key Features & Benefits

• Dashboard & Settings

  • Easy navigation buttons to move between sections.

  • Define process stages, sales team members, priorities, and color codes for clarity.

• Customer Address Book

  • Centralized database for customer and lead details.

  • Option to expand fields for multiple contacts.

• Tasks & Process Records

  • Create, update, and track goals with priorities, deadlines, and assigned owners.

  • Automatically link tasks to related customers for faster updates.

• Process Pipeline (Kanban View)

  • Visualize open tasks and opportunities as Kanban cards.

  • Sort by importance, source, customer, or salesperson.

• Calendar View

  • Track meetings and tasks by month, week, or day.

  • Choose detailed or simple view for easy scheduling.

• Sales Team Performance

  • Compare task completion rates across sales agents.

  • Instantly track open vs. closed tasks.

• Conversion Analysis

  • Identify where leads drop off.

  • Understand your strongest client acquisition sources.

Why Choose This Template?

✅ All-in-one CRM solution in Google Sheets
✅ Fully online—access anywhere with a Google account
✅ Automatic calendar and dashboards for quick insights
✅ Print-ready and presentation-friendly reports
✅ No installation needed, works on Mac, Windows, and any device

With the Google Sheets CRM Template, you’ll have a clear view of your customers, sales activities, and team performance—helping you improve retention, boost conversions, and grow your business with confidence.