Top 7 Google Sheets CRM Templates in 2025
TL;DR
- You don’t need full-blown software to manage contacts and deals.
- These 7 CRM templates in Google Sheets do the job—some surprisingly well.
- We tested 30+ to find templates that are customizable, automatable, and actually helpful.
- Perfect for solopreneurs, side hustlers, and lean teams avoiding expensive tools.
- Get started in minutes—no training or onboarding required.
Not every business needs Salesforce. In fact, if you’re a solo operator, scrappy startup, or just someone tired of bouncing between tools, a well-built Google Sheets CRM template might be all you need. It’s simple, shareable, and already lives in the workspace you’re using every day.
We tested over 30 Google Sheets CRM templates and ended up with 7 picks that will help you track deals, manage follow-ups, flag stale leads, and even automate things like form-fed lead collection or dashboard summaries.
You don’t need to install anything or go through a 3-hour onboarding video. Just copy the template, plug in your contacts, and get to work.
The best Google Sheets CRM templates
- HubSpot Mini CRM Tool for full-CRM capabilities in a sheet
- Softr Google Sheets CRM Template for lead and company management
- Vertex42 CRM Template for tracking sales and contacts
- Salesflare Sales Funnel Template for pipeline forecasting
- OnePage CRM Template for action-focused sales follow-ups
- Pipedrive CRM Excel Template for managing sales pipelines
- Smartsheet Monthly CRM Dashboard for dashboards and reporting
What to look for in Google Sheets CRM templates?
How we evaluate and test CRM templates
We didn’t just skim these templates—we used them. Each one was tested with real sample data in a mock workflow, including lead capture, pipeline updates, and reporting views. Here’s what we looked for:
- Ease of Use – Can you understand it in 60 seconds or less?
- Customization Flexibility – Is it easy to tweak columns, stages, or fields without breaking formulas?
- Automation & Integration Potential – Does it work with Google Forms, Gmail, or Zapier to cut down manual tasks?
- Reporting & Dashboards – Are there useful charts or overviews of your funnel or client activity?
- Collaboration Features – Can teams edit, comment, or track changes without chaos?
Google Sheets CRM template comparison chart
Provider | Best for | Pricing | URL |
HubSpot | Full CRM capabilites | Free | |
Softr | Lead & company management | Free | |
Vertex42 | Tracking sales and contacts | Free | |
Salesflare | Pipeline forecasting | Free | |
OnePage CRM | Sales follow-ups | Free | |
Pipedrive | Sales pipelines | Free | |
Smartsheet | Dashboard & reporting | Free |
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.
Best Google Sheets CRM template for built-in sales tracking
HubSpot Mini CRM Tool
Pros
- Includes pre-built sheets for contacts, deals, interactions, and dashboards
- Built-in dropdowns for customizing sales stages and lead sources
- Visually clear and easy to follow
Cons
- Requires manual updates to track progress
- Designed for small teams, not scalable beyond that
This HubSpot Mini CRM Tool is exactly what it sounds like—a slimmed-down version of a full CRM, baked into Google Sheets. It’s designed for teams that aren’t quite ready for HubSpot’s full platform but still want to bring order to the chaos of contacts, deals, and follow-ups.
You get six main tabs and each one is labeled and explained clearly: Organizations, Contacts, Opportunities, Interactions, Dashboard, and a Dropdowns control panel.
The “Start Here” tab guides you through setup, and from there, you’re off and running. It’s not automated, but it does a great job of helping you manually track relationships with visual feedback via charts and summaries.
This free template also walks you through setting up dropdown values for deal stages and lead sources to match your naming system and sales process. Last but not least, you even get a dashboard that summarizes the opportunity pipeline and interaction activity automatically.
If you’re a small business or solo founder who doesn’t need real-time syncing or deep analytics, this spreadsheet gives you a reliable, branded structure to work from. It’s more polished than most free templates and a helpful stepping stone into a full CRM system later on.
Pricing
Free
Helpful next steps
Best Google Sheets CRM template for lead and company management
Softr Google Sheets CRM Template
Pros
- Tracks people, companies, and opportunities in connected tabs
- Dashboard shows revenue by stage and pipeline breakdown
- Clean, color-coded design makes it easy to scan
Cons
- Requires manual data entry unless connected to external tools
- No built-in duplicate detection or contact validation
This CRM template by Softr is built for clarity. It organizes your data across four core views—People, Companies, Opportunities, and Dashboard—so you can manage contacts and deals easily.
The best part about this free CRM template is that everything is linked together: each opportunity ties back to a company and contact, making it easy to track where things stand and who’s involved.
There’s even a Settings tab that controls dropdown options for status, stage, and loss reasons, so you can tailor the workflow to fit your own funnel.
The dashboard is static but surprisingly useful. You get both the number and value of deals at each stage, neatly visualized with bar charts. It’s not as dynamic as a BI tool, but it gives you instant visibility into what’s moving and what’s not.
Setup is simple. Just replace the sample data, adjust the dropdowns in the Settings sheet, and start working. There’s no signup or platform dependency unless you want to connect it with Softr to build a visual front-end later.
Pricing
Free
Helpful next steps
Best Google Sheets CRM template for tracking sales and contacts
Vertex42 CRM Template
Pros
- Tracks deals, contacts, sales, and follow-ups in one place
- Prebuilt conditional formatting for next actions
- Easy to understand and customize
Cons
- No built-in charts or dashboards
- Data entry can get tedious as volume grows
The Vertex42 CRM template feels like a natural fit for small teams who want to stay organized without the overhead of full-blown CRM software. Everything lives in linked tabs—CRM, Contact Log, Sales Log, Contact Details, Team—and it’s all ready to go without setup or scripts.
The CRM tab is where you’ll spend most of your time. You can see next actions, lead status, and last contact at a glance, thanks to simple color coding and dropdown menus. It also gently nudges you with highlights if you’re behind on follow-ups. The contact log and sales log work well together, offering a nice balance between communication history and revenue tracking.
Customizing the sheet is as easy as changing column headers or updating dropdowns in the Settings tab. There’s no real automation, but for manual tracking, it’s structured and flexible.
No reporting or charts means you won’t get visual pipeline metrics without building your own. But as a low-lift CRM alternative inside Google Sheets, this one’s hard to beat.
Pricing
Free
Helpful next steps
Best Google Sheets CRM template for pipeline forecasting
Salesflare Sales Funnel Template
Pros
- Built-in dashboard with team targets, closing rates, and revenue charts
- Forecasts expected revenue per stage using probability settings
- Visually clean and color-coded for follow-up tracking
- Sales funnel tab for tracking all your contacts & companies
Cons
- Locked structure prevents errors but makes customization harder
- No contact-level tabs
This template is designed to be a forecasting machine. Once I made a copy and started plugging in leads, I was impressed by how fast it turned data into insights. You assign each deal a stage, probability, and expected close date—then the “Insights” tab instantly charts out closing percentages, rep performance, and revenue projections.
You can define custom sales stages and probabilities in the settings tab, and those feed directly into the funnel math. Color-coded warnings highlight overdue follow-ups and missed targets, which helps keep reps honest and deals from going cold.
Unlike some fuller CRM-style templates, this one sticks to pipeline metrics—it includes contact names and emails, but skips over things like phone numbers, job titles, or detailed notes. It’s built more for forecasting than relationship management. That tradeoff keeps things streamlined, but if you need a place to log every touchpoint or backstory, you’ll have to pair it with another sheet.
And while the charts are excellent, the file is protected by default, so you’ll need to unlock or duplicate it to make edits. Not hard, but worth knowing upfront.
Overall, it’s a great fit if your team needs clarity on where deals are getting stuck and how close you are to goal. It’s less helpful if you need full contact management in the same file.
Pricing
Free
Helpful next steps
Best CRM Spreadsheet for action-focused sales follow-ups
OnePage CRM Template
Pros
- Intuitive, color-coded “Action Stream” for daily follow-ups
- Dashboard auto-generates insights from raw data
- Simple status and stage dropdowns for fast entry
- Friendly to first-time CRM users
Cons
- Limited flexibility for pipeline customization
- No lead/company management tabs
The OnePage CRM template is a lightweight, action-first spreadsheet built around one simple idea: follow up, consistently.
Every contact has a next step, and overdue actions are automatically highlighted in orange or red. It gently nudges you to stay on top of your pipeline and that alone makes this CRM spreadsheet template feel more like a productivity tool than a dusty database.
The “Action Stream” is the only editable tab, so there’s no risk of breaking formulas. When I added deals or updated statuses, the Overview and Calculations sheets instantly updated progress bars, revenue charts, and task stats. I didn’t have to touch a single cell outside of the contact list.
But while the dashboard offers solid visibility, it’s not customizable beyond what’s built in. You can’t add stages or change the sales logic without messing with formulas.
Google Sheets includes built-in comments, version history, and basic sharing controls. Other than that, the template itself doesn’t offer advanced collaboration features like row-level permissions or workflow approvals.
Still, for freelancers, solopreneurs, or micro-teams who just need a clean way to stay on top of follow-ups, this sheet delivers. It’s free, frictionless, and more focused than most.
Pricing
Free
Helpful next steps
Best Excel CRM template for managing sales pipelines
Pipedrive CRM Excel Template
Pros
- Clean, intuitive tab structure (Contacts, Companies, Pipeline, Settings)
- Works as a standalone CRM without signup
- Fully editable fields and dropdown logic
Cons
- Manual setup needed if moving to Google Sheets
- No built-in charts or reporting
The Pipedrive CRM Excel template comes with a straightforward layout. Each tab serves a clear purpose, and dropdowns for deal stages, statuses, and sources are all powered by a central “Settings” sheet. No instructions needed, which says a lot.
You can customize nearly everything without breaking the logic: rename stages, add columns, or change contact types. That flexibility makes it ideal for solo users or small teams who want to track deals manually without building a CRM from scratch.
There’s no automation, no integrations, and no built-in charts—but to be fair, it doesn’t pretend to offer those. You get a simple, filterable pipeline and a clean way to connect people, companies, and deals.
I uploaded this Excel file to Google Sheets, and everything held up: the tab layout, dropdowns, and structure all transferred cleanly. There’s no automation or charts, but the basics work without a hitch.
And, while Excel supports collaboration if you’re using Microsoft 365 and OneDrive, sharing and co-editing is far easier once it’s in Google Sheets, especially for teams that want to comment, track versions, or work async without licensing issues.
Pricing
Free to download
Helpful next steps
Best Google Sheets CRM template for dashboards and reporting
Smartsheet Monthly CRM Dashboard
Pros
- Built-in dashboard with auto-updating charts
- Tracks win rate, marketing activity, and pipeline by stage
- Fully editable and works natively in Google Sheets
Cons
- Limited detail on contacts or deals
- No automation or integrations baked in
- Dropdown keys and structure may need light tweaking to scale
This template is built for visibility, not volume—and that’s a good thing. As soon as I opened it in Google Sheets, the dashboard populated automatically with charts showing lead breakdowns, potential revenue, and last quarter’s outreach activity. No setup required. Just plug in your deal data, and the visuals respond instantly.
It’s clearly designed with clarity in mind. Dropdowns control the deal stages, while a hidden chart data tab powers everything behind the scenes. You can track by channel (email, LinkedIn, calls, in-person), compare deal stages, and quickly calculate open opportunity value—all without writing a single formula.
That said, it’s not a full CRM. There’s no place for contact notes, deal history, or custom fields beyond what’s hardcoded. You can definitely expand it—add columns, adjust logic—but it’s more dashboard than database.
For collaboration, it works seamlessly in Sheets. Everyone on the team can edit in real time, leave comments, and filter through data without touching the underlying charts. No versioning headaches, no broken formulas.
Pricing
Free
Helpful next steps
How to build your own CRM in Google Sheets (without breaking it)
Didn’t find a template that feels just right? Or maybe you’d rather build your own system from the ground up—custom fields, no bloat, fully yours.
Good news: you don’t need to be a spreadsheet wizard to do it. Here’s a step-by-step guide to setting up a lightweight CRM in Google Sheets.
1. Start with the core sheet: Your deal tracker
Open a blank Google Sheet. Name it something like CRM Master Sheet. In the first tab, set up the main table that will act as your pipeline dashboard. Your columns should include:
- Company Name
- Contact Name
- Phone (optional but handy)
- Deal Stage (e.g., Lead, Contacted, Proposal, Won, Lost)
- Deal Value
- Probability %
- Expected Revenue (= Deal Value (cell) × Probability (cell))
- Assigned To (if working in a team)
- Next Step (e.g., “Send proposal” or “Call back next week”)
- Last Contact Date
- Expected Close Date
Tip: Use dropdowns for “Stage” and “Assigned To” columns to prevent typos and keep data consistent. Go to Data > Data validation in Sheets to do this.
2. Add automation (without code)
You don’t need fancy scripts to make your sheet work harder.
- Expected Revenue: Add a simple formula: =Deal Value (cell) * Probability (cell). Format as currency.
- Progress bar: Use conditional formatting to color-code the “Deal Stage” or “Next Step” cells—green for “Won,” red for “Lost,” yellow for “Proposal.”
- Alerts: Add another column called “Stale?” and use a formula like
=IF(TODAY() - Last Contact Date (cell) > 14, "Follow up", "")
This flags leads that haven’t heard from you in 2+ weeks.
3. Add a second sheet for contacts (optional but helpful)
Create a second tab called Contacts. This helps you avoid repeating names/emails and keeps communication history cleaner.
Include:
- Name
- Company
- Role
- Phone
- Notes
- Last contacted
- Next follow-up
You can even use VLOOKUP or IMPORTRANGE to connect contact info to the main deals sheet automatically, if you’re comfortable with formulas.
4. Build a simple dashboard (optional, but makes you feel like a boss)
Create a new tab called Dashboard. Use formulas like:
- =COUNTIF(Stage range, "Won") to count won deals
- =SUMIF(Stage range, "Won", Deal Value range) for total closed revenue
- =SUM(Expected Revenue range) for your pipeline value
- =COUNTIF(“Stale?” column, “Follow up”) for deal hygiene
Add charts if you want to visualize progress over time, revenue by rep, or stage breakdown.
5. Lock it down before it gets messy
If you’re working with others, protect your formulas and layouts.
- Use Protected Ranges to lock dashboard and formula columns
- Limit editing to rows that actually need human input
- Turn on version history in case someone deletes half your data by accident
6. Save a backup copy (and thank yourself later)
Make a duplicate of your working template before going live. Call it CRM Backup - DO NOT TOUCH. Every time you make a major structural change, update the backup too.
Final Advice: Keep it simple at first
Don’t try to replicate Salesforce in a spreadsheet. Start with contact tracking and deal stages. Once that feels smooth, layer on things like dashboards or reminders.
Your spreadsheet CRM doesn’t have to be fancy—it just has to help you stay on top of your pipeline.
Final thoughts: You don’t need more tools. Just the right one.
Spreadsheets aren’t just a stopgap—they can be a reliable CRM if the structure is solid and the workflow fits your style. Whether you’re managing a few clients or tracking dozens of leads, these templates give you control without complexity.
Choose the one that best mirrors how you already work. And if you ever outgrow it? You’ll already have your data in hand, ready for export to a real CRM.
Google Sheets CRM templates too basic for you? Try these CRMs instead:
FAQs about Google Sheets CRM Templates
Can a Google Sheets CRM really replace CRM software?
Yes—if your workflow is simple and your team is small. Google Sheets CRM templates are great for tracking contacts, deals, and follow-ups without signing into yet another tool. But they lack automation, email integration, and real-time notifications.
If you need automated lead scoring, omnichannel communication, or workflows triggered by activity, Sheets will fall short fast. That said, for freelancers, startups, or early sales teams it can absolutely cover the basics.
What’s the biggest risk of using a CRM in Google Sheets?
Data chaos and human error. Without guardrails like required fields or change logs, it’s easy for teammates to break formulas, mislabel stages, or overwrite data. Even a single typo in a dropdown cell can throw off dashboards or reporting.
To avoid that, protect key sheets, use data validation, and restrict editing access where needed. If your sheet includes linked tabs (like dashboards), always make changes from the data source, not the output.
Can I collaborate with a team in real-time?
Yes, but with limits. Google Sheets allows multi-user editing, comments, version history, and cell-level collaboration. What it won’t do is show you who’s “typing” in a CRM sense or provide role-based permissions like a proper sales platform would.
If you’re managing multiple reps, make sure to label owners clearly in the sheet and agree on editing rules (e.g. “Only the rep updates deal stage”).
How do I prevent the spreadsheet from breaking?
Lock the structure before inviting the team. Protect the dashboard and formula cells. Use named ranges instead of hardcoded values where possible. And always keep a clean master copy in case someone nukes the sheet.
Bonus tip: If your CRM template uses conditional formatting (like highlighting stale deals), double-check that rules don’t break when new rows are added.
Can I automate anything with a Google Sheets CRM?
A bit, but you’ll need help from tools like Apps Script or Zapier. You can trigger automated follow-up reminders, populate new rows from a Google Form, or sync data from Gmail using third-party tools. But don’t expect full-blown CRM logic out of the box. You’ll either need to write some scripts or stick to manual updates.
What if I need reports or dashboards?
Some templates come with prebuilt dashboards that auto-update using formulas and pivot tables (like the Salesflare template). Others require you to build charts manually. If your template doesn’t include visual summaries, you can still build them using pivot tables, filters, or even Google’s Explore tool for instant charts. Just make sure your data is cleanly labeled.
