Simple Google Sheets CRM Template
A free Google Sheets CRM template to track leads, contacts, and deals in one place. Perfect for freelancers and small teams. Copy it and start organising today.
What's inside
- A contacts tab with company, status, and notes
- A deals tab with value and pipeline stage
- A pipeline summary that counts deals and totals value per stage
- Dropdown menus for clean, consistent statuses
- Automatic totals so you always see your pipeline at a glance
For freelancers and small teams, a full-blown CRM is often overkill — but tracking leads in your head or a messy spreadsheet doesn’t work either. This simple Google Sheets CRM sits in the sweet spot: structured enough to keep every contact and deal organised, simple enough to actually maintain.
It has separate tabs for contacts and deals, plus a pipeline summary that automatically counts your deals and totals their value by stage — so you always know where things stand. It’s free, flexible, and takes minutes to set up.
If you want new leads to flow into your CRM automatically, pair this with our lead capture automation recipe — together they turn manual lead tracking into a hands-off system.
Ready to use it?
Copy the Google Sheets template into your own workspace and start right away — it's free.
Frequently asked questions
Is Google Sheets good as a CRM?
For freelancers and small teams, Google Sheets works well as a lightweight CRM. It's flexible, free, and lets you track contacts, deals, and your pipeline in one place with automatic totals. Larger sales teams with complex needs may eventually want a dedicated CRM, but a spreadsheet is a great, no-cost place to start.
How do I set up this CRM?
Click the template link and it copies into your own Google Drive automatically. The Contacts, Deals, and Pipeline tabs are already built with formulas, so you can start adding your contacts and deals right away and customise as you go.
Can a small team share this CRM?
Yes. Google Sheets supports sharing and real-time collaboration, so you can invite team members, assign owners to deals in the notes, and work in it together. It's free for any team size with a Google account.
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Last updated July 12, 2026