Free CRM Templates
Not ready for CRM software? Here are free CRM templates for Google Sheets, Excel, Notion, and more.
Google Sheets CRMThis free Google Sheets CRM has contacts with follow-up reminders and automatically sorts them.
Notion CRM TemplateThis free Notion CRM template lets you manage contacts, stay in touch with leads, handle sales deals, automate tedious work, and more.
Lead Tracking TemplateOrganize your leads in a color-coded list with follow-up reminders sent to your Gmail account.
Client Tracking TemplateUse this spreadsheet template as your first client database before you’re ready to migrate to CRM software.
Sales Tracking TemplateMonitor sales and assign leads to different sales reps. Each one will have their own view in this spreadsheet template.
Pipeline Template [Spreadsheet]Use this simple sales pipeline template to create a clear step-by-step sales process from scratch in Excel or Google Sheets.
Sales Email TemplatesWe’ve put together 20 effective sales email templates, actionable tips for different use cases, and 40 ideas for subject lines.
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