Best Google Sheets CRM Template & How to Use It in 2023
Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management.
Jill is a writer at Fit Small Business specializing on Customer Relationship Management (CRM) software.
This article is part of a larger series onCRM.
Customer relationship management (CRM) software helps sales teams track leads, contacts, and opportunities. While dedicated CRM solutions offer advanced functionalities and automation tools for processing business and sales data accurately, it is possible to set up your own CRM using Google Sheets. Follow our step-by-step guide on how to use Google Sheets as your CRM and start managing and organizing customer records, interactions, and sales.
Free CRM Spreadsheet Template
The quickest way to set up a Google Sheets CRM for tracking leads, contacts, and sales opportunities is by downloading our free template. It consists of two spreadsheets that make a workbook you can use as a basic CRM tool. These spreadsheets include contact information, deal status, and a sales overview.
Creating a CRM using Google spreadsheets is simple—especially if you’re familiar with using Google Sheets or Microsoft Excel. Follow these steps to get started and check out our bonus tips at the end of the article on how to maximize your new Google Sheets CRM.
1. Identify Information & Data to Be Processed in the CRM
The first step in setting up your CRM inGoogle Sheetsis to decide what types of customer data you want to track. You must also determine what data to extract from your deals and contacts. Identifying this information upfront saves time and effort later. It’s more challenging to make workflow changes down the road without the advanced data management tools standard CRMs offer.
We recommend tracking no more than three separate sales process data sets as you get used to working with Google Sheets as a CRM. Since you’ll be manually adding most of the data at the onset, you don’t want to give yourself more work than necessary.
In our example, we’ll track only contacts, deals, and sales status. Then, we’ll drill down into the specific data each sheet captures by creating a column for each snippet of information.
2. Create Process Tracking Sheets in Different Tabs
Once you’ve determined what data you want to track, create two separate tabs in your CRM for your Google Sheets workbook, including contacts, deals, and your sales overview.
Our Google CRM template includes two tabs. The Deals tab already consists of the contact details of your leads.
The Deals tab is where all the essential information of your contacts and deals are saved. These include company names, project names, and contact details, such as email addresses and phone numbers. There’s no easy way inGoogle Sheetsto segment your columns. Hence, your best option is to create a drop-down menu for that column of data. We’ll discuss more on how you can do this in the fourth step.
The Deals tab also includes sales opportunities you’re trying to close, so carefully track their progress through each deal stage. In the sheet, we included columns for the deal stage, status, and value. This is where you can indicate whether a deal is won or lost or which deal stage it currently is in so it can auto-calculate results in the Sales Dashboard tab.
Predetermine categories in your spreadsheet so users can simply choose from the drop-down menu when adding a new deal.
While it doesn’t have to strictly follow all thestages of your sales pipeline, the deal stages should reflect steps in your organization’s pipeline—especially those that require an action step from either the agent or the lead.
The sales overview tab is a quick snapshot of your expected sales in a specified time period. It shows the value of all deal stages—from follow-up and proposal stages to won and lost deals. This gives you an idea of where you are in terms of incoming revenue and areas with lost opportunities that need more attention from your team in the coming months. It also shows the assigned deals for each agent and how much revenue they can potentially bring in.
3. Name Your Column Headings or Sections Efficiently
Once you’ve set up your CRM spreadsheet, create headers in the first row of your spreadsheet. These columns will hold the different types of information you want to keep track of for each contact and deal. Choose these headers carefully because each represents a data point you’ll use later to sort, search, and find specific records.
We predetermined column names in our free template, though you can modify it to add any additional types of information you need to track. If you discover you’re tracking more data than needed, it’s easy to delete those columns. However, it’s more difficult to add data retroactively.
4. Configure Simple Sales Formulas & Automations
After naming the columns in your various tabs, it’s time to add automation functions to make your data work together to create a working CRM in a Google Sheets system. Below are some samples of simple functions that you can add to your spreadsheets:
Consider using data validation to ensure only certain types of data are added to a cell or range. In the sample template, we used this feature in the “Deal Stage” and “Status” columns to limit the information to specific lists. This helps keep yourCRM dataclean and organized for easier sorting and reporting. Learn how to create your own in-cell drop-down lists with thisGoogle instructional on data validation.
The data validation function lists and restricts users from adding customized data in certain columns, which enhances data segmentation.
You can reference data from other cells to bring together the most important figures in a summarized format. In the sample template, we referenced deal values, deal stages, and agent assignments in a table in the sales dashboard tab to display the values of the sales outreach. Learn how toreference data from other sheets.
Our CRM spreadsheet references the data above. Users only need to update the Deals tab, which will automatically reflect in the Sales Dashboard tab.
Making the Most of Your Google Sheets CRM
使用谷歌表作为你的好处之一CRM is its ability to transform simple spreadsheets into an automated tool that is capable of processing business data. Below are other suggestions you can do to maximize the use of your new CRM Google Sheets.
Your CRM data can be used to create simple but visual and informative reports. In our sales dashboard column, we create graphs representing the numbers in the Deals and Sales Dashboard summary tables. Bycreating graphs in Google Sheets, you can show helpful data like the amount of value each agent brings or how many deals are currently in a particular deal stage.
Our Google Sheets as CRM template includes charts that automatically update and reflect changes done in the Deals tab.
Who Google Sheets Is Good For
Google Sheets is easy to turn into a simple CRM system to keep track of your most crucial customer-related information, but it’s not for everyone. Below are some of the users who benefit best from using it:
- Users looking for a simple system to organize their contacts and deals:If you’re looking for a way to keep all your contacts’ information and basic deal updates organized in one place, storing them in a CRM Google Sheet comes in handy.
- Solo entrepreneurs keeping track of various revenue streams:Solopreneurs who want a simple tracking system of their actual and projected revenues from multiple sources can efficiently use Google Sheets as aCRM alternative.
- Small business owners with only one or two sales staff:If you’re working with only a couple of salespeople, use Google Sheets to monitor the status of their lead and deal outreach so everything is properly accounted for.
Who Google Sheets Is Not Good For
Below are users who will benefit from using a dedicatedCRM system:
- 处理大型volum的企业es of contacts and customer data:If you’re dealing with hundreds of contacts, building a CRM in Google Sheets may result in data duplications due to the high volume of manually inputted data.
- Users who employ many third-party apps:If your company uses a lot of other third-party apps, such as project management andsales automation, you’re better off using dedicatedCRM softwarethat seamlessly integrates with other apps.
- Larger sales teams that want to monitor thesales performanceof their reps:If you want to monitor the targets and quotas of sales reps, a CRM template for Google Sheets is not an ideal option as you can only do basic automation functions in the platform.
Google Sheets CRM Alternatives
Fortunately, there are manyfree, robust CRM toolsavailable, such as Freshsales. It has a Growth plan with up to 3 free user allocation and is easy to learn. It also has essentialCRM functionalities, such as contact and account management, deal management,CRM reports, and a mobile app. Paid plans are also available when you’re ready to grow and upgrade.
Another great option is HubSpot CRM, which is our top pick for thebest CRM software for small businesses. It enables you to create custom pipelines that fit your sales processes and provide an overall view of expected revenue. When you create deals involving saved contacts, all their details, such as contact information and communication history, are automatically filled into the deal.
Bottom Line
Utilizing a Google Sheets CRM provides a straightforward way to manage your contacts and leads, as well as monitor your sales progress and incoming revenue. However, it’s essential to remember it is only ideal for handling and processing small amounts of data. Businesses that handle large volumes of customer and business data should consider using dedicated CRM software instead.
