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March 14, 2022

Google Sheets CRM is a powerful tool for managing customer relationships. This guide will show you how to import and export data and customize views. You’ll also learn how to create formulas and functions. Share and collaborate with others and automate tasks.

Top 16 Google Sheets CRM templates to manage customer relationships

You want to manage your business with as few applications as possible. Google Sheets and Google Docs seem sufficient. At least, for now. These basic Google Drive apps are not the best.

How can you get more from them?

Templates are created by the top customer relationship management companies and can be used with Google Sheets CRM.

Let’s start with Google Sheets CRM templates.

What is a Google Sheets CRM Template?

To organize your contacts, you can use a Google Sheets CRM template. It makes it easy for you to search and filter the data. It can be used for breaking down contacts by name and company.

It also contains all information regarding their communications. This includes email addresses, phone numbers, social profiles, and a record all past engagements.

All of this can be done using the familiar Google spreadsheets. All you need to do is add or modify rows and columns. You can import data from other platforms to Google Spreadsheets easily and quickly (and vice versa).

Google Sheet templates are useful for creating customer service, marketing, or sales worksheets. These can be used for planning marketing campaigns and tracking tasks between team members. It can also be used to manage your pipeline.

It will display the stages of a deal and projected revenues. It can track all issues and ensure that each agent has access.

Some CRM tools do not have a Google Sheets template, but instead sync data across the platforms. After using Google Sheets as your CRM tool for a while you might consider a full CRM SaaS subscription.

You can start immediately for now. You can quickly convert the Google spreadsheet into a basic CRM.

1. HubSpot CRM for Microsoft Excel & Google Sheets

HubSpot is a marketing and sales software that combines all these functions. Templates for Microsoft Excel and Google Sheets can also be downloaded. The CRM spreadsheet template includes a quick tutorial.

It also includes instructions on how to customize your templates. It organizes your contacts and tracks all interactions. Access reports and opportunity worksheets are also available. It is great for tracking potential customers and deals.

HubSpot Google Sheets are available for free.

HubSpot CRM for Excel & Google Sheets is the best option for:

  • Sales reps
  • Startups
  • Small business
  • Customer data
  • Interaction history
  • Opportunities management
  • Sales tracking

2. Onesheet CRM

Onesheet CRM is a template for Google Sheets CRM. It works much like Microsoft Excel but is simpler. It is ideal for individuals and small businesses.

It allows you to access company databases and contact information. You can also access a dashboard to track sales processes.

Onesheet CRM is completely free.

Onesheet CRM by Onesheet is perfect for:

  • Sales reps
  • Startups
  • Small business
  • Contact information
  • Sales teams

3. Pipeliner CRM Google Docs Add-On

Pipeliner is a major player when it comes to CRM systems. Their G Suite CRM template is actually a Microsoft Docs template. You can enter all your contact information including name and number.

With columns, you can also track the sales funnel. These columns can be linked with Pipeliner’s CRM, and will update in real-time.

Pipeliner subscriptions are required to access the Google Drive CRM template. They cost $25 per month and are charged annually.

Pipeliner CRM Google Docs Add-On is best for:

  • Sales reps
  • Startups
  • Small business
  • CRM data
  • Lead tracking

4. Solve Report Builder for Google Sheets

Solve360 offers service management CRM. This template can be used to create custom reports. It also includes tutorials. Examples include team performance, sales pipeline, quarterly reports, and more.

You can access CRM data that includes maps about contacts.

Solve subscription required to access this database

Google Sheets Solve Report Building is the best:

  • Sales reps
  • Startups
  • Small business
  • Custom reports
  • Contact information
  • Sales pipeline
  • Team performance

5. Smartsheet CRM Spreadsheet template

Smartsheet’s CRM template can be used with both Microsoft Excel and Google Sheets. It allows you organize leads and contact information. You can track the engagement history of each contact by keeping a communication log.

You can also add columns to track reminders or follow-up dates. Smartsheet shows you your open opportunities and potential revenue. Smartsheet is a great CRM tool to help you sell.

Smartsheet’s CRM Template can be downloaded free of charge.

Smartsheet CRM is perfect for:

  • Sales reps
  • Startups
  • Small business
  • Sales teams
  • Revenue projection
  • Follow-ups

6. Template ActiveCampaign CRM

ActiveCampaign specializes in email marketing automation. You can also get a free Excel and Google Sheets spreadsheet. This spreadsheet tracks leads, sales teams and contacts.

It shows lead statuses and deal values.

ActiveCampaign does follow-ups. It also offers worksheets available in a variety of formats.

You can download the ActiveCampaign CRM Template completely free.

ActiveCampaign CRM Template is perfect for:

  • Sales reps
  • Startups
  • Small business
  • Contact list
  • Sales opportunities
  • Pipeline worksheets

7. Close SalesTable Spreadsheet CRM Template

Close CRM software allows you to manage existing customers and find new leads. They offer a free CRM template that you can use as a Google spreadsheet. It is easy to use and will let you know which opportunities are closed, won, or open.

You can manage your lead lists and assign them to specific salespeople. A visual dashboard lets you visualize your metrics in clear charts and graphs.

Close offers a free CRM template

Close SalesTable: Spreadsheet CRM Template for:

  • Sales reps
  • Startups
  • Small business
  • Visual dashboards
  • Customer data
  • Sales opportunities

8. Tipsographic CRM Template

Tipsographic is a collection tool for project management. They offer many CRM templates that can be used with Microsoft Excel. They can also be used with Google Sheets.

This basic spreadsheet can be used to manage contact information. It organizes communication between leads and contacts.

Tipsographic offers this CRM template for free

The Tipsographic CRM Template is perfect for:

  • Sales reps
  • Startups
  • Small business
  • CRM data

9. Vertex42 CRM template

Vertex42 can create templates and Gantt charts. There are two versions of the customer relationship management template: one for Microsoft Excel CRM and one for Google.

Although it is simpler than the Salesforce worksheet, this worksheet is visually appealing. It allows you to track your sales funnel and communicate with your contacts.

Vertex42 offers this template for free.

The Vertex42 CRM Template is ideal for:

  • Sales reps
  • Startups
  • CRM spreadsheet
  • Sales process management

10. Smartsheet Marketing CRM Dashboard Template

Smartsheet’s marketing CRM template completes this package. It provides data on marketing KPIs. It allows you to see the number of leads that each marketing campaign generates and which ones you should prioritize for your sales process.

Smartsheet also offers a marketing template for free.

Smartsheet Marketing CRM Dashboard Template is perfect for:

  • Sales reps
  • Marketing managers
  • Startups
  • Small business
  • Lead capture

11. Tipsographic Sales CRM Template

Another template from Tipsographic. Here, the emphasis is on sales. This tool is great for teams and salespeople. It shows you your opportunities and leads statuses.

It also includes worksheets for sales forecasting, and sales reports.

This free sales CRM template can be downloaded.

Tipsographic CRM Template is the best:

  • Sales reps
  • Startups
  • Small business
  • Sales funnel

12. Salesforce CRM Template

Salesforce offers a free template to use with Google Sheets. It is a guide for basic CRM concepts on a simple table. It starts with the company name, role and phone number. You can always add columns such as last contact or next contact.

Salesforce CRM Template is free.

It is ideal for:

  • Sales reps
  • CRM data
  • CRM Spreadsheet
  • Data entry

13. HubSpot Lead Tracker Excel and Google Sheets

Another HubSpot one. This one is more focused to track sales. It also includes columns like estimated value and likelihood of sale. This is a great way to keep sales teams motivated by adding new deals in existing rows.

You can download the HubSpot Lead Tracker template for free.

HubSpot Lead Tracker Excel & Google Sheets are best for:

  • Sales reps
  • Startups
  • Sales managers
  • Lead tracking

14. Tipsographic CRM free for small businesses

Tipsographic offers free Excel or Google Sheets CRM templates to small businesses in certain industries. These spreadsheets include CRM templates that can be used by design companies, consultants, real estate, and hotels. A customer acquisition strategy template can also be downloaded.

This collection of Tipsographic CRM templates are free for small businesses.

Tipsographic’s CRM is free for small businesses.

  • Small business
  • Lead generation
  • Project management

15. Smartsheet Sales Pipeline CRM Template

Smartsheet also offers a second spreadsheet template. This CRM is focused on the sales funnel. You can customize the stages of your pipeline. You can assign sales leads directly to a person.

This sales pipeline CRM template adds sales data into Smartsheet’s basic CRM template.

Smartsheet’s sales funnel template can be downloaded completely free.

Smartsheet Sales Pipeline CRM Template is perfect for:

  • Sales reps
  • Sales managers
  • Startups
  • Small business
  • Sales funnel

Is there a CRM system offered by Google?

Google Sheets is not a CRM, but it can be used to manage contacts and track ongoing sales. It allows you to track ongoing sales and manage contacts. Many CRM vendors also offer Google Sheets templates. These templates are easy to use and often completely free.

Conclusion

Google Sheets CRM is a powerful tool for managing customer relationships. You can import and export data and customize views, create formulas, functions, share with others, and automate tasks.

Trusted CRM names like HubSpot, Smartsheet and Onesheet have created many templates for Google Sheets CRM.

After using Google Sheets CRM for some time, you may be thinking about an upgrade. These templates can be used as a gateway to a fully-featured CRM platform. If you don’t feel the need to be too detailed, it’s fine to keep things simple.

It is important to stay in touch with your network and maintain a good list of contacts.

 

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