Free CRM Spreadsheet Template

FAQ about CRM template in Google Sheets & Excel

• 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 or Excel?

  Familiarity. Regardless of the industry you're in, chances are you’re familiar with Excel or Google Sheets. When it comes to organizing or managing information, a spreadsheet is often the first tool that comes to mind.
  
  Wide accessibility. Even if you don't have an active Microsoft 365 subscription, Google Sheets is available for free. Both Excel and Google Sheets are widely accessible and easy to use.
  
  High degree of customization. CRM templates in Google Sheets or Excel, with their formulas, graphs, rows, and columns, provide a flexible canvas for creativity. You can customize these templates and use colors to emphasize the most important details.
  
  Relative ease of use. While Google Sheets and Excel do require some learning and adjustment, in general, these CRM templates are very user-friendly.

• What are the limitations of a CRM in Google Sheets or Excel?

  Limited collaboration. Spreadsheet CRMs aren't designed with collaboration in mind. While Google Sheets has made it easier to work together on spreadsheets, the more contacts you have, the more challenging it is to collaborate effectively. So a CRM in Google Sheets or a CRM in Excel is usually a short-term solution for individual use.
  
  Limited scalability. Since spreadsheets aren't built for teamwork, they also struggle to handle growing business demands. As your database expands and you gain more clients, a CRM in Google Sheets or Excel may no longer be sufficient for your needs. Eventually, you might require a CRM that integrates with other tools.
  
  Security concerns. Free CRM templates in spreadsheets can also pose security risks. Once uploaded to OneDrive or Google Sheets, you lose some control over how that data is handled. A simple mistake, like sharing the file accidentally, could expose your contact list.

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