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Free Google Sheets CRM Template

Download this free Google Sheets CRM template with automatic follow-up reminders. Fully customizable and perfect for tracking leads.
Download Google Sheets CRM
free google sheets crm

Why use this Google Sheets CRM

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    Easily customizable

    We created a step-by-step guide on how to use this template.
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    Not gated

    We don’t ask for your email address. The template is free and works in Google Sheets.
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    Simple data entry

    No tedious data entry. The Google Sheet has only one tab to fill out and can be used daily.
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    Dynamic follow-ups

    This CRM sorts your contacts by the due date of their follow-up reminders. Tracking leads is simple!
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    Automatic reminders

    Get automatic emails to your Gmail when setting up follow-up reminders on Google Sheets.
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    Different views

    There are also four different views in this CRM template (including Focus Mode).
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    Template for Google Sheets

    This CRM spreadsheet template is built in Google Sheets with simple formulas and automations.

How does this Google Sheets CRM work

This is a free Google Sheets CRM for a small business or sole traders who want to organize their contact database.
free crm template in google sheets and excel
simple tracking

Track leads and follow-ups

This free color-coded Google Sheets has several views:

— easily prioritize and sort your leads and contacts based on urgency,
— automatically highlight overdue and urgent tasks red,
— organize your database in a dynamic spreadsheet.
Learn more more
free Google Sheets add-on

Receive follow-up reminders

In Google Sheets, install a free add-on and monitor your outreach:

— receive follow-up reminders in your Gmail account,
— avoid losing follow-up actions in your to-do lists,
— open the spreadsheet only when needed.
Learn more more
free crm template in google sheets and excel
free crm template in google sheets and excel
simple dashboard

Visualize your progress

This Google Sheets CRM has a few automatically updated graphs:

— monitor workload and outstanding tasks,
— keep an eye on earned vs. lost revenue,
— track your sales pipeline.
free crm spreadsheet play

Watch the free demo

Watch the quick video overview to understand how this free Google Sheets CRM works.
Download Template
sales tracking

Track your sales performance

This free Google Sheets CRM has several versions.

You can download one for sales tracking to:

— monitor sales team performance,
— visualize sales metrics,
— structure cold outreach.
Learn more more
customizable template

Tailor to your needs

The Google Sheets CRM is fully customizable:

— use custom color codes,
— define drop-downs for Status or Deal Stages,
— add new columns as needed.
free sales tracking spreadsheet
free sales tracker in Google Sheets
contact segments

Switch between views

This template has several pre-built views on Google Sheets for easier segmentation:

— see follow-ups that need urgent attention (with Focus Mode),
— get a list of contacts without any Actions,
— deal with unassigned leads,
— and much more.
Learn more more

What others say about this free Google Sheets CRM

Other Free CRM Templates

Here are a few more free CRM templates and resources for small businesses.

notion crm template
Free CRM template in Notion
This free Notion CRM template lets you manage contacts, stay in touch with leads, handle sales deals, automate tedious work, and more.
free sales pipeline template
A free sales pipeline template for Excel and Google Sheets
Use this simple sales pipeline template to create a clear step-by-step sales process from scratch in Excel or Google Sheets.
free sales email templates
10 free sales email templates with subject lines
We’ve put together 10 effective sales email templates, actionable tips for different use cases, and 20 ideas for subject lines.
See all resources
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Download this free Google Sheets CRM

Use this template to keep track of follow-ups and conversations with leads. This Google Sheets CRM works great for early-stage companies who are not ready for CRM software yet.
Download Template
Completely Free • Easy Setup • Automatic Reminders
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FAQ about this Google Sheets CRM template

  • Can this CRM spreadsheet replace CRM software?

    The short answer is no.

    The CRM spreadsheet template is useful for a very small database (up to 100 contacts) and can be used as a first contact database.

    It is a good way to keep track of your contacts and future touchpoints but it has all of the limitations of a spreadsheet and will become too big at some point.

  • How can I use this CRM spreadsheet template?

    You can use this spreadsheet template in different ways depending on your current needs.

    A few examples include:

    - follow-up tracking to keep on top of check-ins and outreach,
    - sales call tracker to see whom you need to call next,
    - sales tracker to monitor your sales performance,
    - or just a simple contact database.

  • What is a spreadsheet CRM template?

    It goes by many different names and formats. Some may call it a spreadsheet CRM template, others refer to it as a CRM in Excel, or just a contact database.

    No matter the name, these templates all have one key similarity: they consist of lists of contacts and their associated details, neatly organized in a spreadsheet layout.

    You can choose whether to use Excel, Google Sheets, or any other spreadsheet program. The choice is yours.

  • What are the benefits of a CRM in Google Sheets?

    Familiarity. Regardless of the industry you're in, chances are you’re familiar with Google Sheets.

    Wide accessibility. Google Sheets is available for free. It's widely accessible and easy to use.

    High degree of customization. CRM templates in Google Sheets have formulas, graphs, rows, and columns that you can customize.

    Relative ease of use. Google Sheets are in general, very user-friendly.

  • What are the limitations of a Google Sheets CRM?

    Google Sheets were never created as a CRM. It's usually a short-term solution for individual use and a very small contact database.

    Limited collaboration. While Google Sheets has made it easier to work together, the more contacts you have, the more challenging it is to collaborate effectively.

    Limited scalability. As your database expands and you gain more clients, eventually, you might require a CRM tool that integrates with other tools.

    Security concerns. A Google Sheets CRM can also pose security risks. A simple mistake, like sharing the file accidentally, could expose your contact list.

  • Should I use a CRM template in Google Sheets or Excel?

    It depends on what you're used to. Generally speaking, if you want a simple and free solution, Google Sheets is the way to go. It is also hosted on a cloud, which means you'll always has access to the data you have in your CRM template.

  • Is this Google Sheets CRM available in other languages?

    Yes, it has German and Spanish versions.

    Both are free to use and download and come with a video tutorial in a respective language:

    — the CRM template in German
    — the CRM template in Spanish
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