Free template
Free CRM template for Google Sheets
Track your leads, analyze sales metrics & improve your sales process without spending any money. Available right in Google Sheets.
Don't let deals slip away, use Google Sheets as a CRM
Organize your sales strategy
Manage your opportunities in a Google Sheets CRM.
Record leads in one place
Keep your contacts and companies in one place to more actively follow up.
Analyze your progress
Record revenue, active sales reps, conversion rates, closing % and more - updated automatically.
What is a CRM?
A CRM is a tool that organizes the way you manage your sales leads. A typical CRM includes a sales pipeline with stages that your sales leads are in. These stages are based on the steps of your sales process that you lead customers through.
How this Google Sheets CRM template works:
Why do I need a CRM in Google Sheets?
When you visualize your sales process in this Google Sheets CRM template, you can test it, improve it, forecast your revenue and analyze your sales strategy. While managing your sales leads in the template you can implement strategies and tools to better qualify your leads and improve each phase of the process.
How do I use a CRM in Google Sheets?
This template, built by a team of sales experts, lays out a standard sales process for you.
But everyone’s sales process is different. That’s why you can add/remove custom stages in the ‘Settings & Instructions’ sheet. There you can add/remove team members, set targets and set a custom # of days after which you’ll be reminded to follow up with a lead.
Add your sales leads to the ‘Sales Funnel’ sheet, select the stage they’re in. You can also add other data: size of the deal, expected closing date and sales rep working on the deal.
Feel free to add/remove columns from the 'Sales Funnel' sheet.
Based on the data you input in the ‘Sales Funnel’ and ‘Settings & Instructions’ sheet, the ‘Insights’ sheet is updated automatically. This forecasts your revenue, tells you how well your sales reps are doing, what your conversion rates are and more.
When you're tired of using Google Sheets
Google Sheets CRM templates are good but manually entering data gets time-consuming and unreliable. When you’re sick of wasting time manually entering data to manage your customers in Google Sheets, try Salesflare for free. No more complex excel formulas and losing time.
Download this template and easily import it into Salesflare.
Salesflare automates the robotic tasks so you can keep your focus on building relationships. Salesflare integrates with your Google emails and calendars, is easily usable on the go, sends you notifications to follow up & more.
Less robotic work, more human interaction.
Award-winning CRM software
Salesflare has received numerous awards for its ease of use, ease of setup, ease of administration, and quality of support. These awards are based on hundreds of reviews by real users, who consistently rank Salesflare ahead of the competition.
How Salesflare makes selling easier
Sales tracking
Salesflare's sales CRM creates a clear overview for your team and proactively reminds you to follow up.
Email integration
Salesflare is built from the ground up to bring your two most important tools closer together.
Customizable dashboards
Easily analyze your sales data, extract valuable insights, and grow your sales revenue.
Mobile app
Track and manage your customers from anywhere with Salesflare's powerful mobile CRM app.
Team collaboration
Collaborate more easily around customers by having Salesflare bring everything together in one place.
Take control of your sales pipeline
Visual sales pipeline
Automated email sequences
Lead finder
Relationship intelligence
Visual sales pipeline
Automated email sequences
Lead finder
Relationship intelligence
