Sales
A free CRM spreadsheet template is one workbook for leads, the next contact, and the open pipeline. Download the Excel file first. You only need Google Drive when you want to open that same file in Google Sheets. There is no account in front of the download.
The free CRM spreadsheet template asks for the customer, company, phone, email, lead source, last contact, next contact, next step, stage, and deal value. Leave the follow-up column alone. You type the next contact date, and the sheet marks that row Due when the date arrives.
A spreadsheet does not send the reminder and it does not log the call. The free CRM Excel template uses the same idea if you live in Excel. The free fillable CRM worksheet is the shorter fillable list.
Open the free CRM spreadsheet template. More guides are on the blog.
Workbooks for a small shop, a freelancer, or a contractor. Sample amounts are in dollars.
Yes. One workbook for Excel and Google Sheets. Download first. Use Drive only when you want Sheets.
Customer, company, phone, email, source, last contact, next contact, next step, stage, and deal value.
No. You type the next contact date. The sheet marks the row Due when that date arrives.