Google Sheets CRM Templates
Posted: Mon Jan 20, 2025 6:09 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 design directors managers email list businesses and startups with essential CRM capabilities within Google Sheets. This template provides an easy-to-navigate layout that organizes 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 opportunity tracking system . This feature visually categorizes leads by stage (e.g. initial contact, negotiation, 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.
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 design directors managers email list businesses and startups with essential CRM capabilities within Google Sheets. This template provides an easy-to-navigate layout that organizes 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 opportunity tracking system . This feature visually categorizes leads by stage (e.g. initial contact, negotiation, 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.