Premium CRM Template for Excel and Google Sheets

CRM Spreadsheet Template for Excel & Google Sheets

Take control of your customer relationships with this powerful CRM template, designed for entrepreneurs, sales teams, marketers, and growing businesses. Whether you're a freelancer, startup, or established company, this tool helps you organize contacts, track communications, and improve your workflow.

Highlights:

• Customer Database – Add and manage client info with ease: names, contact details, interaction progress, and follow-ups.
• Smart Segmentation – Group clients into categories like leads, loyal customers, or prospects to streamline communication.
• Full Interaction Log – Keep records of emails, calls, and meetings — with space for notes so you're always prepared.
• Built-in Analytics – Review communication trends and generate sales insights to support strategic decisions.
• Reminders & To-Dos – Never miss a meeting or deadline with easy-to-use task and follow-up trackers.
• Fully Compatible – Use it seamlessly on both Excel and Google Sheets from any device.

Ideal For:

• Freelancers & solopreneurs
• Small and mid-size businesses
• Sales & marketing professionals
• Teams managing multiple clients and projects

Why You’ll Love It:

• All-in-one solution — everything in one place
• Track leads, interactions, and performance metrics
• Save time with automated fields and ready-to-use reports
• Stay organized and client-focused with zero tech hassle

This CRM template simplifies your client management so you can focus on building stronger relationships and growing your business efficiently.

WHAT’S INCLUDED?

• Step-by-step instructions 
• 4 Templates of Spreadsheets
• Sample Google Sheet with Mock Data
• Blank Google Sheet
• Sample Excel with Mock Data
• Blank Excel
• Editable in Google Sheets and Microsoft Excel
• Compatible with MAC, PC, Phones, or Tablets

HOW IT WORKS & REQUIREMENTS

• YOU WILL NEED:
• A device to access Google Sheets or Microsoft Excel
• A Google Account (if using Google Sheets)
• Microsoft Excel software (if using Excel)
• Basic computer skills

HOW IT WORKS:

• Purchase and download instantly.
• Open the PDF file to access the Google Sheet link.
• Download the Excel template.
• Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

• This is a digital download; no physical items will be shipped.
• Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.