Best Google Sheets CRM Template 2022: Top 16 Free & Paid Spreadsheets

Michael Scheiner
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You’re running a business on as few apps as possible. Google Docs and Google Sheets seem to be enough. For now at least. So how can you get the most out of these basic Google Drive apps?

There are many good customer relationship management that make templates to use with Google tools. To find out about the best Google Sheets CRM templates, check out this mega comparison. 

But first, a bit about CRM templates for Sheets.

 

 

 

What is a Google Sheets CRM

A Google Sheets CRM is a template to organize your contacts and make the data easy to filter and search through. It can break down your contacts by name, company, role, as well as have all their communication information. This means not only emails, social profiles and phone numbers, but also a record of all your past engagements. 

And it’s all laid out on familiar Google spreadsheets. All you really do is add and edit rows and columns. There are even many tools to help you quickly and easily import data from other platforms into Google Spreadsheets (and the other way too, of course). 

You can also have Google Sheet templates with worksheets for marketing, sales and customer service. You can use them to plan marketing campaigns and track tasks among team members. For sales it can be a good tool for pipeline management, showing you the stages of a deal and projected revenues. For support, it can keep track of all issues for every contact and make sure that info is accessible to every agent.

There are some CRM tools which don’t exactly have a Google Sheets CRM template, but instead sync information between the platforms. And of course, after using Google Sheets for a CRM a while, you may start thinking about the advantages of a fuller CRM SaaS subscription. 

But for now, why not get started right away? Quickly turn that familiar Google worksheet into basic CRM.

 

Google Sheets CRM template comparison chart (top 10 highest rated)

Provider

Best for

Pricing

URL

Copper Google Sheets CRM

Best Google Sheets CRM template overall

$19 /user /month 

Visit

HubSpot CRM for Excel and Google Sheets

Top Google Sheets CRM for sales tracking

Free

Visit

Onesheet CRM 

Top free Google Sheets CRM

Free

Visit

Pipeliner CRM Google Docs Add-On

Top Google Docs CRM template

$25 /user /month

Visit

Solve Report Builder for Google Sheets

Good Google Sheets CRM tool for custom reports

Contact vendor 

Visit

Smartsheet CRM Spreadsheet Template

Good Google spreadsheet CRM for sales

Free

Visit

ActiveCampaign CRM Template

Free Google Sheets CRM for pipeline worksheets

Free

Visit

Close SalesTable: Spreadsheet CRM

Top free Google Sheets CRM for visual dashboards 

Free

Visit

Tipsographic CRM Template

Good free Google Sheets CRM for charts and graphs

Free

Visit

Vertex42 CRM Template

Easiest free Google Sheets CRM template

Free

Visit

 

 

What are the best Google Sheets CRM templates? Here’s our top 16 list:

From some big-name vendors to some surprise little resources, we present this list of 16 of the best Google Sheets CRM templates. Most of these are free Google Sheets CRMs. Some here are quite barebone simple. Others do more but take more time to learn. 

 

Copper Google Sheets CRM (Best Google Sheets CRM template overall)

Copper is a CRM system made entirely for G Suite. It has a Sheets template which connects with other Google Apps. These include Gmail, Calendar, Hangouts, and Slides. You can manage all your contacts and histories in worksheets. Copper gives you opportunity dashboards. These break down your sales pipeline by activity. This is a great CRM template for team collaboration. Reports are beautiful and easy to make and share. You even get a leaderboard for sales team members. Copper is also known for a Google Docs CRM. Finally, they also have a free mini CRM template offered in the Google Sheets template gallery.

You can get the Copper Google Sheets CRM with a basic Copper account. It costs $19 per user per month billed annually.

Copper is best for:

  • Startups

  • Small business

  • Overall Google Sheets CRM

  • Contact management

  • Sales process management

  • Reports

Website: Visit Copper

 

HubSpot CRM for Excel & Google Sheets (Top Google Sheets CRM for sales tracking)

HubSpot is an all-in-one marketing, sales and service software solution. They also have free templates for Microsoft Excel and Google Sheets. The CRM spreadsheet template comes with a quick tutorial on how to use it. It also explains how to customize it. It helps organize your contact list and track your interactions. There are opportunity worksheets and reports. Overall, it’s good for tracking potential customers and deals.

This HubSpot Google Sheets spreadsheet is free.

HubSpot CRM for Excel & Google Sheets is best for:

  • Individual users

  • Startups

  • Small business

  • Customer data

  • Interaction history

  • Opportunities management

  • Sales tracking

Website: Visit HubSpot

 

Onesheet CRM (Top free Google Sheets CRM)

Onesheet CRM makes a very simple CRM template for Google Sheets. It works a lot like Microsoft Excel but it is easier. It’s great for individual users and small businesses. You get contact information and company databases. You also get a dashboard that tracks sales processes.

Onesheet CRM is completely free.

Onesheet CRM by Onesheet is best for:

  • Individual users

  • Startups 

  • Small business

  • Contact information

  • Sales teams

Website: Visit Onesheet

 

Pipeliner CRM Google Docs Add-On (Top Google Docs CRM template)

Pipeliner is a big name in CRM systems. Their template for CRM for G Suite is actually a docs template. You can put in all your contact information like name and phone numbers. There are also columns for tracking the sales funnel. You can also link them to your CRM in Pipeliner and it will update in real-time. 

You need a Pipeliner subscription to access this Google Drive CRM template. They start at $25 per user per month billed annually.

Pipeliner CRM Google Docs Add-On is best for:

  • Individual users

  • Startups

  • Small Business

  • CRM data

  • Lead tracking

Website: Visit Pipeliner 

 

Solve Report Builder for Google Sheets (Good Google Sheets CRM tool for custom reports)

This is a template from Solve360 which does service management CRM. The template is very robust for custom reports. It comes with many tutorials. Some examples are sales pipeline, team performance and quarterly reports. There is very detailed CRM data on contacts. This includes map locations. 

You need a subscription with Solve for this database. For prices go to Solve360.com.  

Solve Report Builder for Google Sheets is best for:

  • Individual users

  • Startups

  • Small Business

  • Custom reports

  • Contact information

  • Sales pipeline

  • Team performance

Website: Visit Solve360

 

Smartsheet CRM Spreadsheet Template (Good Google spreadsheet CRM for sales)

This CRM spreadsheet template by Smartsheet works with Google Sheets as well as Excel. It helps you organize leads and contact information. There’s a communication log to keep track of each contact’s engagement history. You also get new columns for follow-up dates and reminders. Smartsheet shows your open opportunities and potential revenues. Overall it’s a good spreadsheet CRM tool for sales

Smartsheet’s CRM template is free.

Smartsheet CRM is best for:

  • Individual users

  • Startups 

  • Small business

  • Sales teams

  • Revenue projection

  • Follow-Ups

Website: Visit Smartsheet

 

ActiveCampaign CRM Template (Free Google Sheets CRM for pipeline worksheets)

ActiveCampaign specializes in email marketing automation. They offer a free spreadsheet for Google Sheets as well as Excel. This keeps track of contacts, sales teams, and leads. It shows lead statuses and deal values. ActiveCampaign does follow-ups. Finally, it has worksheets with various formatting. For example for pipeline metrics like pipeline velocity.

The ActiveCampaign CRM Template is completely free.

ActiveCampaign CRM Template is best for:

  • Individuals

  • Startups

  • Small business

  • Contact list

  • Sales opportunities

  • Pipeline worksheets

Website: Visit ActiveCampaign

 

Close SalesTable: Spreadsheet CRM Template (Top free Google Sheets CRM for visual dashboards )

Close is a CRM software that helps you manage existing customers while also finding new leads. They offer a CRM template as a free resource as a Google spreadsheet. It’s very straightforward, showing you opportunities as open, closed or won. Lead lists are manageable and can be assigned to specific salespersons. A visual dashboard puts your metrics into clean charts and graphs.

The CRM template by Close is free.

Close SalesTable: Spreadsheet CRM Template is best for:

  • Individuals

  • Startups

  • Small business

  • Visual dashboards

  • Customer data

  • Sales opportunities

Website: Visit Close

 

Tipsographic CRM Template (Good free Google Sheets CRM for charts and graphs)

Tipsographic is a suite of tools for project management. They have lots of CRM templates for Microsoft Excel, but they are compatible with Google Sheets as well. It’s a basic spreadsheet for contact management. It helps organize communication with contacts and leads.

This CRM template from Tipsographic is free.

Tipsographic CRM Template is best for:

  • Individuals

  • Startups

  • Small business

  • CRM data

Website: Visit Tipsographic

 

Vertex42 CRM Template (Easiest free Google Sheets CRM template)

Vertex42 does templates, Gantt charts, calendars and more. The customer relationship management template has versions for Google and Microsoft Excel CRM. It’s a simple worksheet but more visually pleasing than the Salesforce one. It tracks communication with your contact list and helps monitor your sales funnel.

This is a free template from Vertex42.

Vertex42 CRM Template name is best for:

  • Individual users

  • Startups

  • CRM Spreadsheet

  • Sales process management

Website: Visit Vertex42

 

Smartsheet Marketing CRM Dashboard Template

The marketing CRM template from Smartsheet almost completes the CRM package from Smartsheet. It helps display data on marketing KPIs. It shows you how many leads each marketing effort brings in, and which ones to prioritize in your sales process.

This marketing template by Smartsheet is also free.

Smartsheet Marketing CRM Dashboard Template is best for:

  • Individual users

  • Marketing managers

  • Startups

  • Small business

  • Lead capture

Website: Visit Smartsheet

 

Tipsographic Sales CRM Template 

This is another template from Tipsographic. Here the focus is really on sales. This is a useful tool for any salesperson or sales team. It shows your opportunities and lead statuses. It also has worksheets for sales reports and sales forecasting.

This sales CRM template is free.

Tipsographic Sales CRM Template is best for:

  • Individuals

  • Startups

  • Small business

  • Sales funnel

Website: Visit Tipsographic

 

Salesforce CRM Template

Salesforce has a free CRM template for Google Sheets. If anything, it’s more an instruction sheet on the basics of CRM on a simple table. It starts with the usual name, company, role, phone number and email. You can always add new columns like last contact and next contact. Ultimately, Salesforce wants you to click the link that says you’re tired of spreadsheets.

The Salesforce CRM Template is free.

Product name is best for:

  • Individual users

  • CRM data

  • CRM Spreadsheet

  • Data entry

Website: Visit Salesforce

 

HubSpot Lead Tracker for Excel & Google Sheets

Here’s another one from HubSpot. This one is more geared towards tracking sales. It includes columns like estimated value and chance-of-sale. Adding new deals to new rows is a great way to keep sales teams motivated. 

This HubSpot Lead Tracker template is free.

HubSpot Lead Tracker for Excel & Google Sheets is best for:

  • Individuals

  • Startups

  • Sales managers

  • Lead tracking

Website: Visit HubSpot

 

Tipsographic Free CRM for Small Business

Tipsographic offers free CRM templates for Excel and Google Sheets for small businesses in specific industries. These include CRM spreadsheets for the hotel industry, design firms, consultants and real estate. There’s also a useful customer acquisition strategy template. 

This suite of Tipsographic CRM templates for small businesses is free.

Tipsographic Free CRM for Small Business is best for:

  • Small business

  • Lead generation

  • Project management

Website: Visit Tipsographic

 

Smartsheet Sales Pipeline CRM Template

Here is another spreadsheet template by Smartsheet. This one is a CRM focusing on the sales pipeline. You can customize the pipeline stages. Sales leads can get assigned to a specific salesperson. This sales pipeline CRM template gives added sales data to Smartsheet’s basic CRM template.

Smartsheet’s sales pipeline template is free.

Smartsheet Sales Pipeline CRM Template is best for:

  • Individual users

  • Sales managers

  • Startups

  • Small business

  • Sales funnel

Website: Visit Smartsheet

              

Our final takeaways

You may not have realized just how many ready-made CRM templates there are for Google Sheets. But you can see now you’ve got some from trusted names in CRM, like HubSpot, Copper, Close, and Pipeliner. Smartsheet, Onesheet, and Tipsographic are fresher names, and worth looking into too.

After you’ve been using Google Sheets for CRM for a while, you might start thinking about that upgrade. These templates could be a gateway to a full-on CRM platform. Otherwise, there’s nothing wrong with keeping it simple. What’s important is to mind your contact list and to stay up to date with everyone in your network.

FAQs

Does Google have a CRM system or product?

Google does not have its own CRM. However, you can use Google Sheets as a CRM platform. It helps you manage contacts and track ongoing deals on customizable worksheets. Many CRM vendors also make Google Sheets CRM templates. These are easy to use and often free.

How do I create a CRM in Google Sheets for myself?

It’s easy to set up a CRM in Google Sheets. You create separate worksheets for contacts, companies, ongoing marketing campaigns, or sales pipeline stages. You can also download a CRM template for Google Sheets. There’s a good free mini CRM from Copper in the Google Sheets template gallery.

 
 
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