# Free CRM template for Google Sheets

> Looking for an easy way to manage your leads in Google Sheets? Use Salesflare’s free CRM template. Add custom stages, track metrics and improve your sales process.

Source: https://salesflare.com/templates/free-google-sheets-crm
Language: en

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# Free template

Track your leads, analyze sales metrics & improve your sales process without spending any money. Available right in Google Sheets.

[Open the Google Sheet](https://docs.google.com/spreadsheets/d/1F7aDGkKOGxpW2tGCiMe_6EUJvIGZTa6_ohD03ZAOCAA/edit#gid=1056747102)

## Don't let deals slip away, use Google Sheets as a CRM

![Built-in dashboards](https://salesflare.com/assets/imported/380be074ebf0b2efaf21.avif)

### 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:

[Play video: Free Google Sheets CRM Template Tutorial](https://www.youtube.com/watch?v=d5aJDB7DGwE)

## 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](https://blog.salesflare.com/best-google-crm), is easily usable on the go, sends you notifications to follow up & more.

Less robotic work, more human interaction.  

![Visual Pipelines](https://salesflare.com/assets/imported/6262508ac6dfb318c870.webp)

## 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.

## See Salesflare for yourself

[Try it for free](https://app.salesflare.com/#/signup/)

30 days free trial.  No credit card required

## How Salesflare makes selling easier

[![sales tracking](https://salesflare.com/assets/imported/09301ebddf9400301608.svg)](https://salesflare.com/sales-crm/tracking)

### Sales tracking

Salesflare's sales CRM creates a clear overview for your team and proactively reminds you to follow up.

Read more

[![email integration](https://salesflare.com/assets/imported/fe621a599e52dd43cef5.svg)](https://salesflare.com/sales-crm/email-integration)

### Email integration

Salesflare is built from the ground up to bring your two most important tools closer together.

Read more

[![customizable dashboards](https://salesflare.com/assets/imported/bf340740a7e6fe21edae.svg)](https://salesflare.com/sales-crm/reporting)

### Customizable dashboards

Easily analyze your sales data, extract valuable insights, and grow your sales revenue.

Read more

[![mobile app](https://salesflare.com/assets/imported/0bf97cfd34aeceab0077.svg)](https://salesflare.com/sales-crm/mobile-app)

### Mobile app

Track and manage your customers from anywhere with Salesflare's powerful mobile CRM app.

Read more

### [Team collaboration](https://salesflare.com/sales-crm/collaborative)

Collaborate more easily around customers by having Salesflare bring everything together in one place.

Read more

## Take control of your sales pipeline

### Visual sales pipelines

See your whole sales pipeline in one easily controllable overview. Drag and drop your leads through it as you go.

### Automated email sequences

Engage with your leads and customers in a personal way at scale. Follow up flawlessly until you get in touch.

### Lead finder

Find more good leads for your business without needing another sales tool, juggling data files, or mistakes and duplicates.

### Relationship intelligence

Unlock relationship metrics and who knows whom in your team, so you can build stronger customer relationships together.

![Salesflare | visual sales pipelines](https://salesflare.com/assets/imported/3531faa2c71807b39ab6.avif)

![Salesflare | email sequences](https://salesflare.com/assets/imported/4fca213f67493ac02f3f.avif)

![Lead finder](https://salesflare.com/assets/imported/bebde5dafd4a2871fd22.webp)

![Salesflare | Relationship intelligence](https://salesflare.com/assets/imported/f8f3cd302565e21b6bcd.avif)

## 10,000+ companies have joined Salesflare so far!

Salesflare helped me to find out where I needed to focus to close more deals.

Michael Rasmussen, CEO @GRC Report

It's simply amazing how in a few weeks it has simplified my tasks and integration when it comes to managing contacts and relationships.

Miguel Delgado, Sales Manager

### X6 revenue

Our revenue went x6 thanks to Salesflare through better follow up and new sales insights.

Matteo Mirabella, CEO @ResultConsulting

### $1M/ year

We added $1M/year to our bottom line last year, just by following up better using Salesflare.

Michael Lwin, CEO @Koe Koe Tech

### This sales tool doesn't just reduce my admin work, it cuts my admin work more than 1/2!

Chris Chung, President @7thonline

## Connect your business email & start tracking your leads automatically

[Sign up with Google](https://app.salesflare.com/#/signup/) [Sign up with Microsoft](https://app.salesflare.com/#/signup/)
