Google Sheets CRM Templates
Posted: Mon Jan 20, 2025 8:28 am
Whether you're monitoring customer relationships, tracking sales, or organizing leads, Google CRM Sheets sales spreadsheet templates are a great place to start to manage your business data and improve customer relationship management.
Let's look at six CRM spreadsheet templates that you can integrate into your workflow.
1. Salesflare CRM Template
Google Sheets CRM Template by Salesflare
Salesflare Home Page Salesflare CRM Template is a robust tool designed to provide small businesses and startups with essential CRM capabilities within Google Sheets. This template provides an easy-to-navigate layout that organizes marketing directors email list customer interactions, tracks sales stages, and helps manage leads – all crucial aspects of increasing revenue.
With sections dedicated to contact information , deal status, and key activity notes, Salesflare's CRM template lets you keep it all in one place, minimizing the need for multiple tools and complex CRM systems.
A standout feature of this free template is its intuitive lead tracking system . This feature visually categorizes leads by stage (e.g. initial contact, deal, closed), allowing you to quickly see where each lead is in the sales funnel.
Best for: Sales reps and specialists looking to capture all lead information in one place.
Download this template
2. HubSpot CRM Tool Mini Template
Mini Google CRM Spreadsheets HubSpot Template
via HubSpot HubSpot's Mini CRM Tool Template offers a simple yet structured way to track customer relationships and sales data. Available for both Excel and Google Sheets, it guides you through setup with a "Start Here" tab and allows for easy customization of drop-down menus to fit unique sales phases.
Its key sections are Organizations, Contacts, Opportunities, and Interactions, where you can record and organize customer data, deals, and communication history. The Dashboard tab provides an overview of the sales process, open opportunity values, and contact count.
Ideal for: Sales teams that want to visualize customer trends.
Download this template
3. HubSpot Contact List Template
Contact List Google Sheets HubSpot CRM Template
via HubSpot You can use HubSpot's Contact List Template to manage essential contact data for leads, such as names, email addresses, phone numbers, and company details, for seamless communication.
Let's look at six CRM spreadsheet templates that you can integrate into your workflow.
1. Salesflare CRM Template
Google Sheets CRM Template by Salesflare
Salesflare Home Page Salesflare CRM Template is a robust tool designed to provide small businesses and startups with essential CRM capabilities within Google Sheets. This template provides an easy-to-navigate layout that organizes marketing directors email list customer interactions, tracks sales stages, and helps manage leads – all crucial aspects of increasing revenue.
With sections dedicated to contact information , deal status, and key activity notes, Salesflare's CRM template lets you keep it all in one place, minimizing the need for multiple tools and complex CRM systems.
A standout feature of this free template is its intuitive lead tracking system . This feature visually categorizes leads by stage (e.g. initial contact, deal, closed), allowing you to quickly see where each lead is in the sales funnel.
Best for: Sales reps and specialists looking to capture all lead information in one place.
Download this template
2. HubSpot CRM Tool Mini Template
Mini Google CRM Spreadsheets HubSpot Template
via HubSpot HubSpot's Mini CRM Tool Template offers a simple yet structured way to track customer relationships and sales data. Available for both Excel and Google Sheets, it guides you through setup with a "Start Here" tab and allows for easy customization of drop-down menus to fit unique sales phases.
Its key sections are Organizations, Contacts, Opportunities, and Interactions, where you can record and organize customer data, deals, and communication history. The Dashboard tab provides an overview of the sales process, open opportunity values, and contact count.
Ideal for: Sales teams that want to visualize customer trends.
Download this template
3. HubSpot Contact List Template
Contact List Google Sheets HubSpot CRM Template
via HubSpot You can use HubSpot's Contact List Template to manage essential contact data for leads, such as names, email addresses, phone numbers, and company details, for seamless communication.