Google Sheets is a cloud-based spreadsheet program used by many business owners to manage their daily activities. It offers solutions for everything, from managing expenses, generating invoices, and tracking tasks to building strong customer relationships. It boasts plenty of tools to create a comprehensive and professional-grade CRM platform.
Building and maintaining solid customer relationships is crucial for any business’s success.
A healthy relationship with customers is the backbone of a flourishing business. It keeps customers coming back, thereby leading to long-term growth and profitability.
This is a quick guide where we will learn the importance of Customer Relationship Management and explore the best FREE Google Sheets CRM templates available in 2024. So, make sure to read the article till the end.
What is a CRM template in Google Sheets?
In Google Sheets, the CRM (Customer Relationship Management) system or template refers to a set of sheets businesses use to record customer interaction.
A typical CRM system consists of the following things:
- Customer Contact Information
- Sales Activities
- Lead Management Activities
- Business Growth Opportunities
- Customer Portfolio Analysis
Many third-party providers offer free CRM services to small businesses with limited customers and order volume.
A CRM system is becoming a cost-effective solution for small and medium-sized businesses to streamline their customer management process.
Why are CRM Templates created in Google Sheets a must-try?
Google Sheets is an online spreadsheet program that stores data across clouds. Over the past few years, Google has become popular for offering safe and secure cloud services.
Using Google Sheets templates to manage customer interactions is the best choice ever, without any doubt.
Here are a few of the benefits of CRM template created using Google Sheets:
- Real-time Collaboration – You can share Google Sheets with unlimited users and assign specific roles to each. Based on their roles, they can view, edit, or comment on your document. All of the changes made by the shared users are saved in the Version history tool of Google Sheets.
- Integration – Google Sheets offers extensive integration. It can be easily integrated with other Google Workspace Applications such as Forms, Calendar, Drive, and more within seconds. Additionally, when it comes to third-party integrations, you will find a range of available options.
- Accessibility – You can update or view your Google Sheets CRM Template from anywhere, anytime, and from any device. The only requirement is a stable internet connection. Additionally, Google spreadsheets are compatible with desktops, laptops, smartphones, and tablets.
- Cost-effective – Google Sheets is a cost-effective solution for small businesses looking to manage their customer relationships on a tight budget. It’s free with a personal Google account, or you can opt for premium membership with Google Workspace for advanced integration with third-party tools.
- Extensive Customization – If you wish to add advanced functionality or features to your Google Sheets CRM template in the future, it can be done within a few minutes. In short, Google spreadsheets are highly customizable.
- Ease of Use – Last but not least, all of the essential tools and functions are accessible right from the main menu. Google Sheets comes with a very short learning curve. Beginners may hardly take a couple of hours to learn to add and edit information in Google Sheets.
And that’s not it at all.
Various other features like available charts, data analysis tools like Pivot tables, and formatting tools make this program the right fit for different business applications.
6 Best FREE Google Sheets CRM Templates
A CRM template includes everything to manage customer contact information and generate leads. There are many CRM spreadsheet templates available on the internet.
They all come with different features and are focused on particular types of businesses.
If you decide to explore each of them to find the perfect fit for your business, it will be time-consuming and confusing.
So, we have done the heavy lifting for you. Here’s the list of the best FREE Google Sheets CRM templates of 2024.
#1 – CRM Template by SoftwareAccountant
Click Here To Use This Template!
This CRM template organizes your sales process, from capturing leads to closing the deal.
The template includes many useful features for beginners and small businesses. All for free!
You can download the template for free and customize it without any limitations.
It comes with a summary sheet named the “Dashboard” to visualize your sales pipeline. You can easily add more rows and columns to manage customer interactions and meet your business objectives on time.
#2 – Customer Relationship Management Template by Google
Click Here To Use This Template!
This attractive and professionally designed CRM template is available in the “Template Gallery” of your Google Sheets.
It comes with an user-friendly interface for managing customer details, tracking follow-ups, and monitoring company sales effortlessly. The template uses separate sheets such as the “Settings” tab to define the categories, the “People” tab to record the customer information, and the “Company” tab to store the organization’s information.
It has an ” Opportunities ” sheet to track and manage potential sales opportunities or deals, increasing the likelihood of closing deals.
In addition, it has a “Dashboard” sheet where you can see a graphic depiction of the number and value of opportunities, which aids in reaching your daily goals.
#3 – Sales Table CRM Template by Close
Click Here To Use This Template!
This simple CRM Google Sheets template can be a good option for small business owners. It can be used to store and organize sales data and track leads as they go through the sales process.
In the “Opportunities” sheet, add the leads’ names, the opportunities’ status, contact details, the assignee’s name, etc. In the “Sales Dashboard” sheet, your sales pipeline will be visualized as a pie chart.
You have to enter all the details manually, but the dashboard is automatically updated based on the data.
This template is very straightforward and can be easily customized.
#4 – Google Sheets CRM Template by Softr
Click Here To Use This Template!
This template is also dedicated to managing small and medium-sized businesses’ customer base.
In the “Settings” sheet, list all the available options for fields containing selectable choices. Similarly, in the second sheet, named “People,” you can enter the customers’ contact details.
The template also allows you to enter all the company details of different customers in the “Companies” tab. The “Opportunities” tab lets you input your opportunity data, such as value, stage, close data, status, priority, and source.
The “Dashboard” tab visually represents your data and critical metrics into Sums and Charts.
Add, remove, or modify fields, tables, and charts to align with your business needs.
If you are seeking detailed tracking of your customer base, do not miss to use this template.
#5 – CRM Template by Fit Small Business
Click Here To Use This Template!
This CRM template is a perfect fit for small businesses to monitor their client base.
This template helps you record the details like the customer name, address, state, pin code, email address, etc. You can also track the deals of various customers and their companies, deal value, deal stage, and the status of each deal.
It also features a dedicated sales dashboard that summarizes won and lost deals and the number of deals in different stages. Additionally, it showcases the number of deals closed by different agents through visual graphs.
This is a customizable template with minimum formulas. If you accidentally change the formulas, just press “CTRL + Z” to undo the changes.
#6 – CRM Template by Vertex42
Click Here To Use This Template!
This is an advanced template by Vertex42 that small and medium-scale businesses can use.
You can use it to track important customer information, such as names, contact details, and sales history. Sorting and filtering your customer data by different criteria, such as name, company, or sales stage, is also a breeze.
This template by Vertx42 is easy to use and can be customized to fit your business requirements perfectly.
Use this template to improve customer relationships and boost sales to reach goals.
Step-by-Step Guide To Creating A CRM Template in Google Sheets
If you wish to create a Google Sheets CRM template that caters to your specific business requirements, then make sure to follow me along in this section.
Here’s the template we will recreate using the following steps.
Make sure to adjust the following steps as per your requirements and include specific sheets or tabs. Note that the template includes multiple tabs to record the customer’s contact information, sales log, opportunities, etc.
Let’s add the required fields for the 1st tab, “Lead Information.”
STEP #1 – Create A Table To Record Customer Information
Let us start by adding the table to track customer details including their phone, email, address, etc.
- Select the cell “A1“
- Enter “Name“
- Make the font bold
- Change the font style to “Lexend”
- Adjust the font size to 11
- Change the cell background to blue (Hex Code – #001149)
- Change the font color to white
The template will look like,
Similarly, add the fields Company, Company Address, Zip, Country, Phone Number, Email address, Website, source, and Lead status as shown below,
STEP #2 – Perform Necessary Validations
Once you add all the fields, make sure to do the necessary validations.
To validate the Source field,
- Select the entire column “I”
- Hover to the main menu
- Click on the “Data” tab
- Next, choose the “Data Validation” option from the list
- A new window will be displayed on the left side of the screen, as shown below,
- Click on the “Add Rule” button
- Click on the “Criteria” option
- Choose the “Dropdown” from the list
- Press the “Done” button
Now, you can see a dropdown across each cell of column I.
Follow the similar steps to add the dropdown to column J. We need the following entries in column J for the lead status.
STEP #3 – Insert The Sales Log Sheet
As mentioned earlier, we are creating multiple sheets to track customer information and generate leads.
To add a new sheet, just click on the “+” icon present at the leftmost bottom of the page. Refer to the following image.
A new sheet will be added with a default name. Double-click on the new sheet’s name to rename it, as shown in the GIF below.
Now, our Sales Log sheet will include the following table,
Ensure to properly format and validate the fields as discussed in the previous steps.
STEP #4 – Create A Sheet For Opportunities
You need to follow the same steps discussed earlier to create this table.
It includes a table, formatting, and validation.
The table should be as shown in the following image,
For column C, containing the information about the current stage of the lead, we will create a dropdown. The steps to add dropdown are discussed above. Refer to the following image for the options that need to be in the dropdown.
Similarly, add the dropdown for the lead status information across column F.
Now, for the total value or revenue generated by each lead available in column D, we need to ensure that all the entered information is presented in currency.
Here are the steps:
- Select the entire column D
- Hover to the main menu
- Click on the “Format” tab
- Choose the “Number” option from the list
- Next, click the “Currency” option
Similarly, for the dates entered in column E, let’s ensure a calendar popup will appear.
- Go to the main menu and click on the “Data” tab
- Choose the “Data Validation” option from the list
- A new popup will appear on the left-hand side of the screen
- Click on the dropdown below the “Criteria” option
- Select the “is valid date” option from the list
STEP #5 – Create A Dashboard
Adding a Dashboard or Summary tab is optional, but you can do it to review the sales quickly.
To create a Dashboard sheet,
- Add a new sheet by clicking on the “+” icon that appears at the lower-leftmost corner of the screen
- Double-click on the newly inserted sheet name and type “Dashboard“
- Select the entire first row as shown below
- Increase the height as per your preference
- Select the cells “A1” to “I1”
- Click on the “Merge Cells” icon from the toolbar section
- Select cell “A1” and type “Dashboard”
- Make the font bold
- Change the font to “Lexend”
- Increase the font to 24
- Change the cell background to blue (Hex Code – #001149)
- Change the font color to white
The Dashboard header looks like below,
Create a table as shown below to display the total value of deals (Lost & Won)
Now, to calculate the number of deals won, select cell B6 and enter the formula,
=SUMIF(Opportunities!F:F, "Won", Opportunities!D:D)Similarly, to calculate the number of deals lost, select cell C6 and enter the formula
=SUMIF(Opportunities!F:F, "Lost", Opportunities!D:D)
Next, create a table to record the deals assigned to specific agents and fill in the agent names. In our case, the agent names look like below,
The formula to calculate the number of deals of a specific agent (Ishan) is as follows,
Enter the above formula in cell “B10.” Then, use the Auto Fill popup to apply the formula to the remaining agents.
Finally, to find the Deal value, use the following formula in the cell “C10“.
=SUMIF('Sales Log'!D:D, "Ishan", Opportunities!D:D)Refer to the following GIF.
STEP #6 – Insert Column and Pie Chart
A chart or graph is the easiest way to present complex data. It instantly conveys the meaning of complex information.
We will create a pie chart for the won or lost deals over time.
Let’s begin,
- Select the cells “A5” to “B7”
- Hover to the main menu and click on “Insert” tab
- Next, choose the “Chart” option from the list
- Click on the dropdown below the “Chart type” option
- Select the “Pie” from the popup
Make sure to follow the same steps to insert a column or bar graph. Refer to the following GIF.
STEP #7 – Formatting The Template
Once all the tables and charts are done, format the template as per your requirements.
Google Sheets boasts plenty of tools for customizing the template. You can change the text styles, adjust the background colors, and more.
We have developed the following template using our formatting skills and Google Sheets knowledge.
You can download the above template created by us through the following link.