The Google Sheet CRM

Take control of your sales pipeline without the complexity of expensive software with this simple & powerful CRM Template for Google Sheets. Our free CRM Google Sheets template is the perfect solution for freelancers, startups, and small businesses to effortlessly track leads, manage deals, and close more sales.

This all-in-one spreadsheet provides a clear, centralized view of every customer interaction. Simply fill in the details for each lead and watch your pipeline come to life. Understand your sales process at a glance, never miss a critical follow-up, and forecast your revenue with confidence.

Key Features & Columns:

Organize Leads: Track essential details like Company Name, Email Address, Job Title, and Phone Number.

Manage Your Pipeline: Visualize your sales process with Deal Status (e.g., Prospect, Contacted, Proposal, Won/Lost) and Deal Priority.

Drive Action: Stay on top of conversations with the Follow-up Date column, ensuring timely and effective engagement.

Forecast Revenue: Estimate future income using the Est. Value field for each deal.

Assign & Collaborate: Designate a Deal Owner to clarify responsibilities within your team.

Capture Everything: Use the Notes section to log key conversation points, objections, and next steps, keeping the full context at your fingertips.

Why You'll Love It:

100% Free & Accessible: Get started instantly—no subscriptions or hidden costs.

Familiar & Easy-to-Use: Built in Google Sheets, so you can hit the ground running with a tool you already know.

Fully Customizable: Tailor every column and dropdown to fit your unique sales workflow perfectly.

Powerful & Visual: Transform your data into charts and graphs for instant insights into your sales performance.

Ideal for managing client relationships, sales pipelines, fundraising outreach, or partnership tracking.

Click to add this template and start closing deals today!