Top 16 Google Sheets CRM Templates 2024: Free & Paid Options

Quick Summary

Harness the power of CRM for free with spreadsheets! Google Sheets CRM templates are a cost-effective way to organize and manage customer interactions. These pre-designed spreadsheets provide a straightforward solution for tracking customer data and sales processes. Our guide presents a curated selection of the best free and paid templates for 2024.

Managing customer relationships is crucial for any business, and Google Sheets is a simple and accessible solution.

In this guide, we explore how Google Sheets can serve as a powerful and user-friendly CRM for businesses of all sizes. Discover the best CRM templates for Google Sheets, designed to maximize your business potential with minimal complexity.

Enjoy easy integration with other tools and the flexibility to customize templates to fit your unique business processes – all at no cost or for a small fee.

What is a Google Sheets CRM

A Google Sheets CRM is not a CRM per se; it refers to utilizing Google Sheets and various spreadsheet templates to organize your contacts and make the data accessible to filter and search through.

You can break down your contacts by name, company, and role and have all their communication information. This means not only emails, social profiles, and phone numbers but also a record of all your past engagements. 

This is a perfect solution for all those who are already used to Google Sheets and are not too excited to learn how to use a new tool. Also, with Google Sheets as a CRM, there are no costs, complex integrations, user training, or any other potential difficulties.

It's all laid out on familiar Google spreadsheets. All you have to do is add and edit rows and columns. Many tools help you quickly and easily import data from other platforms into Google Spreadsheets (and the other way around, of course). 

With marketing, sales, and customer service templates, you can plan campaigns, manage sales pipelines, and keep track of customer support issues, making it a quick and straightforward option for those new to CRM.

So, if you haven't used a CRM before and want to get started quickly, let's turn that familiar Google worksheet into a basic CRM.

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

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 pretty barebone simple. Others do more but take more time to learn. But let's explore them all in detail.

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

Why we chose it:

Copper is a CRM system made entirely for G Suite. Its Sheets template connects with other Google Apps, including Gmail, Calendar, Hangouts, and Slides. In worksheets, you can manage all your contacts and histories.

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.

The Copper Google Sheets CRM is available 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

Visit site
^{Go to Copper's official website}

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

Why we chose it:

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 suitable 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

Visit site
^{Go to HubSpot's official website}

3. Onesheet CRM (Top free Google Sheets CRM)

Why we chose it:

Onesheet CRM makes a straightforward 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 entirely free.

Onesheet CRM by Onesheet is best for:

• Individual users

• Startups 

• Small business

• Contact information

• Sales teams

Visit site
^{Go to Onesheet's official website}

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

Why we chose it:

Pipeliner is a big name in CRM systems. Their template for CRM for G Suite is a docs template. You can enter all your contact information, like name and phone numbers.

Columns for tracking the sales funnel are also available. You can link them to your CRM in Pipeliner, and they will update in real-time. 

To access this Google Drive CRM template, you need a Pipeliner subscription. These subscriptions start at $25 per user per month and are billed annually.

Pipeliner CRM Google Docs Add-On is best for:

• Individual users

• Startups

• Small Business

• CRM data

• Lead tracking

Visit site
^{Go to Pipeliner's official website}

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

Why we chose it:

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. 

This database requires a Solve subscription. For more information on the pricing plans, 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

Visit site
^{Go to Solve Report Builder's official website}

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

Why we chose it:

This CRM spreadsheet template by Smartsheet works with Google Sheets and Excel. It helps you organize leads and contact information.

A communication log tracks 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

Visit site
^{Go to Smartsheet's official website}

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

Why we chose it:

ActiveCampaign specializes in email marketing automation. It offers a free spreadsheet for Google Sheets and Excel that keeps track of contacts, sales teams, and leads. The spreadsheet shows lead statuses and deal values. ActiveCampaign also follows up.

Finally, it has worksheets with various formatting, such as 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

Visit site
^{Go to Active Campaign's official website}

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

Why we chose it:

Close is CRM software that helps you manage existing customers and find new leads. They offer a CRM template, such as a Google spreadsheet, as a free resource. It's straightforward and shows you open, closed, or won opportunities.

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

Visit site
^{Go to Close Sales Table's official website}

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

Why we chose it:

Tipsographic is a suite of project management tools. It offers many CRM templates for Microsoft Excel and is also compatible with Google Sheets.

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

Visit site
^{Go to Tipsographic's official website}

10. Vertex42 CRM Template (Easiest free Google Sheets CRM template)

Why we chose it:

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

Visit site
^{Go to Vertex 42 official website}

11. Smartsheet Marketing CRM Dashboard Template

Why we chose it:

The marketing CRM template from Smartsheet almost completes the CRM package from Smartsheet. It helps display data on marketing KPIs. It shows how many leads each marketing campaign brings 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

Visit site
^{Go to Smartsheet's official website}

12. Tipsographic Sales CRM Template 

Why we chose it:

This is another template from Tipsographic. Here, the focus is really on sales.

This is a valuable 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

Visit site
^{Go to Tipsographic's official website}

13. Salesforce CRM Template

Why we chose it:

Salesforce has a free CRM template for Google Sheets. If anything, it's more of 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 subsequent 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

Visit site
^{Go to Salesforce's official website}

14. HubSpot Lead Tracker for Excel & Google Sheets

Why we chose it:

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

Visit site
^{Go to HubSpot's official website}

15. Tipsographic Free CRM for Small Business

Why we chose it:

Tipsographic offers free Excel and Google Sheets CRM templates for small businesses in specific industries. These include hotel CRM spreadsheets and spreadsheets for other sectors, such as design firms, consultants, and real estate. There's also a helpful 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

Visit site
^{Go to Tipsographic's official website}

16. Smartsheet Sales Pipeline CRM Template

Why we chose it:

Here is another spreadsheet template by Smartsheet. This one is a CRM focusing on the sales pipeline. You can customize the pipeline stages, and sales leads can be assigned to a specific salesperson. This sales pipeline CRM template adds 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

Visit site
^{Go to Smartsheet's official website}

How to Start Using Google Sheets as a CRM?

Using Google Sheets as a Customer Relationship Management (CRM) tool can be a cost-effective and customizable solution for small businesses or individuals. Here's a step-by-step guide on how to use Google Sheets as a CRM:

Open Google Sheets:

• Go to Google Drive (drive.google.com).

• Click on the "+ New" button.

• Select "Google Sheets" to create a new spreadsheet.

Create Headers:

Create headers for your CRM data in the first row (Row 1). Common headers include:

• Name

• Email

• Phone Number

• Company

• Status

• Last Contacted

• Notes, etc.

Enter Data:

Start entering your contacts' information in the rows below the headers.

Format and Style:

• Format the spreadsheet to make it visually appealing and easy to navigate.

• Use colors, bold fonts, or borders to distinguish different sections or essential information.

Data Validation:

Implement data validation to ensure data integrity. For example, you can set up dropdown lists for the "Status" column with options like "Prospect," "Lead," "Customer," etc.

Sort and Filter:

Utilize the sorting and filtering options to organize and analyze your data. Click on the arrow icon next to the header to access these features.

Use Formulas:

Incorporate formulas for calculations and tracking. For instance, you can calculate the time since the last contact using a formula like =TODAY()-D2 (assuming the "Last Contacted" date is in column D).

Add Additional Sheets:

Consider creating separate sheets for different purposes. For example, you could have one sheet for contacts, another for deals, and another for tasks.

Link Sheets:

Use formulas to link related information between sheets. This can be useful when dealing with multiple aspects of customer relationships.

Automation with Google Apps Script:

You can use Google Apps Script to automate specific tasks for more advanced features. This might include sending automated emails, updating statuses based on criteria, etc.

Share and Collaborate:

Share the sheet with team members if you're working in a collaborative environment. Set permissions accordingly to control access and ensure a smooth workflow.

Regularly Update and Maintain:

Regularly update your CRM with new information and maintain data accuracy. This ensures that you have the most up-to-date information on your contacts.

Remember, while Google Sheets can serve as a simple CRM, more sophisticated CRM tools may be necessary as your business grows and requires advanced features.

Advantages and Limitations of Google Sheets CRM

While suitable for smaller businesses, Google Sheets as a CRM has limitations in scalability, advanced functionality, and security concerns, which may become apparent as your business grows.

Advantages:

• Cost-Effective: Google Sheets is free to use, making it budget-friendly for small businesses.

• Customization: You can easily customize your CRM in Google Sheets based on your needs.

• Accessibility: It's accessible from any device with an internet connection, promoting flexibility and remote work.

• Collaboration: Multiple users can work on the same sheet simultaneously, fostering teamwork.

• Integration: Google Sheets integrates well with other Google services like Gmail and Calendar.

• Offline Use: You can work on your CRM even offline, and changes sync once you're back online.

• Basic Analysis: It provides basic data analysis and visualization tools.

Limitations:

• Limited Functionality: Google Sheets lacks advanced features found in dedicated CRM software.

• Scalability Issues: It may struggle to handle large volumes of data as your business grows.

• Security Issues: Some businesses may have security concerns, especially when handling sensitive information.

• Internet Dependency: Real-time collaboration and certain features require an internet connection.

• Limited Automation: It doesn't offer advanced automation features crucial for streamlining processes.

• Learning Curve: Using advanced features may require some learning, especially for those unfamiliar with formulas and scripts.

• No Native Mobile App: While accessible on mobile browsers, there isn't a dedicated mobile app for Google Sheets.

In essence, Google Sheets is great for simple CRM needs, but as your business expands, you might need a more robust CRM system with advanced features.

Our final takeaways

In conclusion, the variety of CRM templates available for Google Sheets is impressive, catering to diverse business needs. From startups to established enterprises, these templates offer a gateway to streamlined customer relationship management.

While these solutions are a great starting point, especially for budget-conscious businesses, keep in mind the evolving needs of your growing customer base. Ultimately, the right CRM solution is one that not only organizes data but also empowers your business to have more robust, more productive customer relationships.

Best Google Sheets CRM FAQs

Can Google Sheets be used as a CRM?

Absolutely! Google Sheets is a versatile tool that can be adapted as a CRM solution. It's beneficial for small businesses or solo entrepreneurs. You can track customer interactions, manage sales pipelines, and set up marketing c by customizing Google Sheetsampaigns. This approach is ideal for those who require a straightforward and budget-friendly CRM system.

Does Google Have a Free CRM?

Google offers a free contact management solution called "Google Contacts." Google Contacts provides basic contact management features, and it is not a fully-fledged CRM system like other dedicated CRM platforms. You can store and organize contact information, add notes, and track communication history.

For more advanced CRM functionalities, some businesses use a combination of Google Workspace applications (such as Gmail, Google Calendar, and Google along with third-party CRM integrations available in the Google Workspace Marketplace.

These integrations allow you to extend the CRM capabilities within the Google Workspace environment. While Google Contacts is free, third-party integrations may have associated costs depending on the features and services they offer.

How do I create a free CRM in Google Sheets?

Creating a CRM system in Google Sheets is relatively straightforward. Start by setting up a spreadsheet with different tabs for managing contacts and tracking sales. Essential fields might include contact details, lead sources, stages in the sales process, and potential deal sizes. The key is to tailor these fields to your specific business needs.

As your business evolves, remember that Google Sheets' functionality may need to be supplemented with more advanced CRM solutions.

Does Google Sheets Have a CRM Template?

While Google Sheets doesn't have a built-in CRM template, you can explore various third-party options online. Websites like the Google Sheets Template Gallery or platforms offering templates for Google Sheets can be good starting points. These templates typically include pre-designed layouts for managing customer information, the internet, and more.

If you prefer a more customized approach, you can create a simple CRM system within Google Sheets by setting up columns for relevant details like customer names, contacts, interactions, and any other information specific to your business needs. This DIY method allows you to tailor the CRM system to your preferences.

Always ensure that any template or system you choose aligns with your data security and privacy requirements.