Best Google Sheets CRM Template 2023: Free & Paid Spreadsheets

Quick Summary

Google Sheets CRM templates are a cost-effective way to organize and manage customer interactions. These pre-designed spreadsheets integrate seamlessly into your existing Google Sheets environment, providing a straightforward solution for tracking customer data and sales processes. Our guide presents a curated selection of the best free and paid templates for 2023, tailored to enhance business efficiency and decision-making capabilities.

Managing customer relationships is vital for any business, and doing so efficiently often requires the right tools. For many companies, simplicity and accessibility are essential, making Google Sheets an attractive option. In this comprehensive guide, we explore how Google Sheets can serve as a powerful yet user-friendly CRM solution adaptable to various business sizes and requirements.

In this article, we compare the best CRM templates for Google Sheets, each designed to maximize your business's potential with minimal complexity. Enjoy the benefits of easy integration with other tools and the ability to customize templates to fit your unique business processes – 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. 

And it's all laid out on familiar Google spreadsheets. All you have to 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 around, 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 ensure that info is accessible to every agent.

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. It has a Sheets template that 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.

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

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.

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

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. 

You need a subscription with Solve for this database. 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 keeps 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

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. 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, 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 a 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 very straightforward, showing 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 tools for project management. They have many CRM templates for Microsoft Excel, but they are 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. 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

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

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 forge stronger, more productive customer relationships.

Best Google Sheets CRM FAQs

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, interactions, 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 flexibility in tailoring the CRM system to your preferences.

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

Does Google Have a Free CRM?

Yes, Google offers a free CRM solution called “Google Contacts.” While it’s not a fully-fledged CRM system like some other dedicated CRM platforms, Google Contacts provides basic contact management features. 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 Sheets) 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. Keep in mind that 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 CRM Dashboard in Google Sheets?

Start by setting up a sheet with your CRM data, including customer details, interactions, and sales. Ensure consistent formatting for clarity. Then, build summary tables using functions like SUM and COUNT for key metrics. These tables will give you a quick overview of important data.

Additionally, enhance visualization by incorporating charts and graphs. Utilize Google Sheets’ “Insert” menu for various chart options. Then, organize the dashboard layout for easy readability, creating sections for customer insights, sales performance, and other critical metrics.

Moreover, consider color-coding to highlight trends or areas that require attention and implement data validation with dropdown lists to maintain consistency in data entry.

Furthermore, explore automation features like Google Sheets scripts or add-ons for automatic data updates and schedule regular updates to keep the dashboard current and relevant. Lastly, share the sheet with relevant team members, ensuring appropriate access permissions.

How Do I Convert a Google Sheet to CRM?

To turn your Google Sheet into a CRM, start by setting up columns for essential CRM info like customer names and interactions. Input your customer data, customize columns for consistency, and use dropdown lists for standardized input. Incorporate functions for summary tables and add charts for visualization.

If needed, explore automation for tasks like data updates. Organize your sheet into sections, apply color coding for emphasis, and schedule regular updates. Finally, share the sheet with your team, adjusting access permissions as necessary.

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 campaigns by customizing Google Sheets. This approach is ideal for those who require a straightforward and budget-friendly CRM system.

Does Google have a CRM system?

Google doesn't offer a specific product labeled as a CRM system. However, the functionality of Google Sheets allows it to fill this role quite effectively, especially for smaller businesses or those just starting. It's a creative way to utilize an existing customer relationship management tool without specialized software.

Does Google offer a free CRM?

While Google doesn't have a CRM product per se, Google Sheets offers a free and flexible alternative. With the help of online templates and customization, Google Sheets can be transformed into a CRM platform. This solution is excellent for those looking to manage customer relationships without incurring additional costs.

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.