Tired of juggling customer info in messy spreadsheets? Whether you’re a freelancer, small business owner, or part of a growing team, a simple CRM can keep you organized and boost productivity.
Here are 5 must-have free Google Sheets CRM templates for 2025—ready to use, easy to customize, and perfect for managing contacts and tracking leads.
Why These CRM Templates Made the List: Our Criteria & Methodology
We didn’t just pick random spreadsheets – we reviewed dozens of free Google Sheets CRM templates and narrowed it down to the ones that truly add value. Here’s what guided our selection:
- Ease of Use: Each template is designed to be beginner-friendly, with clear layouts, dropdowns, and color-coded systems to simplify contact and deal management.
- Customizability: The templates can be adapted to fit different workflows—whether you’re a freelancer, startup, or part of a larger sales team.
- Comprehensive Tracking: From contact details to deal stages and revenue forecasts, these tools provide full visibility into customer relationships and sales pipelines.
- Data Visualization: Several templates include charts, dashboards, and summary views to help teams spot trends, track performance, and forecast revenue at a glance.
- Practical Use Cases: Each template solves real business needs, like tracking prospects, monitoring lead sources, managing client stages, or centralizing customer data.
- Proven Reliability: Designed by trusted sources like Smartsheet, HubSpot, and Spreadsheet Point, these templates are vetted and widely used by businesses.
To ensure top quality, we carefully reviewed each CRM template by hand, confirming that it is user-friendly and truly effective for managing assignments of all types.
What Are the Key Components of a Typical CRM Template?
Most Google Sheets CRM templates follow a structured layout that simplifies customer relationship management for businesses of all sizes. Common components include:
- Contact & Company Details: Fields for names, emails, phone numbers, LinkedIn profiles, organizations, and job titles.
- Deal Stage Tracking: Dropdown columns for managing prospects through sales pipeline stages like Lead, Qualified, Proposal, and Closed Won/Lost.
- Lead Source Attribution: Data points showing where leads originated (referrals, email, social media, website, etc.).
- Assigned Account Owners: Fields to track account managers, sales reps, or team members responsible for specific clients or deals.
- Revenue & Probability Forecasting: Columns for deal value, win probability percentages, and expected revenue calculations.
- Priority & Status Indicators: Visual tags or color-coded labels for deal importance, activity status, or sales stage.
- Summary Dashboards & Charts: Built-in visualizations to monitor key CRM metrics like pipeline size, win rates, marketing channel effectiveness, and monthly performance.
These components help transform basic spreadsheets into powerful, organized CRM tools, ideal for managing contacts, tracking deals, and forecasting sales efficiently.
5 Best Free CRM Templates for Google Sheets
We’ve handpicked the top CRM templates for Google Sheets that combine simplicity, functionality, and practical design to streamline customer management.
Each template is free to download, fully customizable, and built to help freelancers, small business owners, and growing teams track contacts, manage leads, and stay on top of their sales pipeline with ease.
1. CRM template
Designed by Salesflare
The CRM Template is a comprehensive customer relationship management tool that tracks prospects and deals through various stages of the sales process from initial contact to closed won or lost.
It features detailed company and contact information, sales stage tracking, deal values, probability percentages, expected revenue calculations, timeline management, and team member assignments with color-coded progress indicators.
This template provides complete sales funnel visibility with a grand total summary showing $2,308,000 in pipeline value and $1,114,400 in expected revenue, making it ideal for sales teams to monitor deal progression, forecast revenue, and manage follow-up activities across multiple prospects and stages.
2. Monthly CRM Dashboard
Designed by Smartsheet
The Monthly CRM Dashboard is a comprehensive sales performance tracking template that provides visual analytics and key metrics for customer relationship management activities.
It features summary statistics at the top showing contacts, interactions, opportunities, win rates, and total pipeline value, combined with four analytical charts displaying leads by stage, potential profit by stage for next quarter, marketing channel performance, and detailed prospect tracking with revenue potential.
This dashboard template allows sales managers to monitor pipeline health, track marketing effectiveness across different channels (email, LinkedIn, calls, in-person), and manage individual prospect progression through various sales stages with associated revenue forecasting.
3. Mini CRM Tool Template
Designed by HubSpot
The Mini CRM Template is a comprehensive customer relationship management database designed to store and organize detailed contact information for prospects and customers across various organizations.
It features a priority-based system with columns for contact types (Customer/Prospect), assigned account managers, organization details, positions, and complete contact information including emails, LinkedIn profiles, phone numbers, and full addresses.
This template serves as a centralized contact repository that can be referenced via dropdowns in other CRM sheets, making it ideal for sales teams to maintain organized prospect lists, track customer relationships, and manage account assignments with detailed geographic and organizational data for effective territory and relationship management.
4. Client Tracking CRM Template
Designed by Smartsheet
The Client Tracking CRM is a streamlined customer relationship management template designed to organize and monitor client interactions through different sales stages with color-coded status indicators.
It features columns for tracking sales stage progression (Lead, Qualified, Trial, Closed, Contract), priority levels, client names, categories (Prospect, Customer, Other), account managers, deal managers, lead sources (Referral, Website, Google search, Social media, Advertisement), and website information.
This simple yet effective template provides sales teams with a clear visual system to track prospects through the sales funnel, assign responsibilities, and monitor lead generation sources for optimized sales process management.
5. Customer Data CRM Template
Designed by Spreadsheet Point
The Customer Data CRM Template is a comprehensive spreadsheet tool designed to help businesses organize and monitor their sales pipeline by recording essential prospect information and deal progress.
The template captures key data points including lead sources (referrals, blog, social media, direct search), company details, contact information, deal values, and current progress status from initial contact through proposal and negotiation stages.
It provides a centralized view of sales opportunities, allowing teams to track lead generation effectiveness across different channels and monitor deals as they move through the sales funnel toward closure.
