HubSpot research shows that 44% of salespeople give up after just one follow-up, while 80% of sales happen after five or more contacts. This Crm makes sure every lead gets the follow-up it deserves — automatically visible, never forgotten.

What’s inside this Crm template

• Contact details with company, role, and direct line — no more searching across inboxes
• Proposal status column — track whether proposals have been sent, viewed, or are waiting on approval
• Referral tracking — record who introduced which client to reward your best referrers
• Monthly conversion rate summary — leads to meetings to proposals to closed, tracked automatically

How to use this Crm template

1. Click above to get instant access to your free CRM template.
2. Make a copy via File → Make a copy to save it to your Drive.
3. Import your existing contacts — name, company, phone, and email for each.
4. Assign each contact a pipeline stage and a next follow-up date.
5. Review the pipeline tab every Monday and action any follow-ups due that week.

Why Google Sheets for Crm?

Most CRM software is built for enterprise teams and scaled down. This template is built for the way small businesses actually sell — relationship-first, flexible, and completely free to use and modify.

Frequently asked questions

Is this CRM template really free?

Yes. Enter your email above, receive the link, and make a copy to your Drive. Use it for as many contacts and clients as you need at no cost.

How many contacts can I manage with this template?

Google Sheets handles up to around 400,000 rows per sheet comfortably. For most small businesses, this is more than enough for a complete client and lead database.

Can my sales team use this together?

Yes. Share the link with edit access and multiple team members can update contacts and pipeline stages simultaneously.