According to McKinsey, leaders stand to gain a 2-5% bump in sales by implementing data-driven decision-making. ✨
However, many organizations still struggle to implement this approach effectively due to inefficient data management. The lack of proper tools to collect, organize, and analyze data, leads to sales teams missing out on growth opportunities.
This is where Google Sheets CRM templates can make a significant difference.
These templates help businesses centralize and manage their sales data in a simple, accessible format, allowing teams to track leads, customer interactions, and sales progress in real time for data-driven decision-making.
In this article, we’ll walk you through some top free CRM templates designed to simplify your sales process and scale your sales operations.
Free Google Sheets CRM Templates to Enhance Your Sales Process
- What Makes a Good Google Sheets CRM Template?
- Google Sheets CRM Templates
- Limitations of Using Google Sheets/Docs for CRM
- Alternative to Google Sheets CRM Templates
- 1. ClickUp CRM Template
- 2. ClickUp Simple CRM Template
- 3. ClickUp Commission Tracking Template
- 4. ClickUp Sales Pipeline Template
- 5. ClickUp Sales CRM Template
- 6. ClickUp Sales Report Template
- 7. ClickUp Sales Tracker Template
- 8. ClickUp Sales Calls Template
- 9. ClickUp Sales Process Template
- 10. ClickUp Sales KPI Template
Summarize this article for me pleaseWhat Makes a Good Google Sheets CRM Template?
A good Google Sheets CRM template helps you efficiently organize and manage your sales pipeline.
A Google Sheet CRM Template should be:
🌟 Easy to navigate: It should provide clear structure and labels, making it easier for the sales team to track data, even for those without extensive spreadsheet knowledge
🔧 Adaptable: It should have custom sales fields to adapt your specific business needs and sales processes
📋 Comprehensive: A free CRM template should include essential fields like contact information, deal stage, industry, projected revenue, commission, etc., to enhance data accessibility
📊 Intuitive: Select a template that offers an intuitive CRM dashboard or sales analytics features for data-driven decision-making
🔗 Compatible: A free CRM spreadsheet template should easily integrate with your sales tech stack so you can collect and manage sales data from multiple platforms
Summarize this article for me pleaseGoogle Sheets CRM Templates
Whether you’re monitoring customer relationships, tracking sales, or organizing leads, Google Sheets CRM sales templates are a good starting point for managing your company data and improving customer relationship management.
Let’s look at six popular spreadsheet CRM templates you can integrate into your workflow.
1. CRM Template by Salesflare
The CRM Template by Salesflare is a robust tool designed to give small businesses and startups essential CRM capabilities within Google Sheets. This template provides an easy-to-navigate layout that organizes customer interactions, tracks sales stages, and helps with lead management—all crucial aspects for increasing revenue.
With sections dedicated to contact information, deal status, and key activity notes, the Salesflare CRM Template allows you to keep everything in one place, minimizing the need for multiple tools and complex CRM systems.
One standout feature of this free template is its intuitive pipeline tracking system. This feature visually categorizes leads by stage (e.g., initial contact, negotiation, closed), enabling quick insights into where each lead is in the sales funnel.
Ideal for: Sales reps and specialists looking to capture all lead information in one place.
2. Mini CRM Tool Template by HubSpot
The Mini CRM Tool Template by HubSpot offers a simple yet structured way to track customer relationships and sales data. Available for both Excel and Google Sheets, it guides you through setup with a ‘Start Here’ tab and allows easy customization of drop-down menus to match unique sales stages.
Its key sections include Organizations, Contacts, Opportunities, and Interactions, where you can log and organize client details, deals, and communication history. The Dashboard tab provides a high-level view of the sales pipeline, open opportunity values, and contact count.
Ideal for: Sales teams who want to visualize customer trends.
3. Contact List Template by HubSpot
You can use the Contact List Template by HubSpot to manage prospects’ essential contact details, such as names, email addresses, phone numbers, and company details, for seamless communication.
It helps you add notes and categorize contacts based on their relationship status or sales stage to segment and target communications effectively.
The Google Sheet template allows quick data entry and easy updates, ensuring all contact information remains current and accessible.
Ideal for: Sales support teams that need to maintain prospects’ contact details.
4. Monthly Sales Dashboard Template by HubSpot
The Monthly Sales Dashboard Template by HubSpot offers a unified view of your monthly sales goals and performance. It helps you track new accounts, trials, and revenue generated per month. You can use its graphs and charts to analyze sales trends and patterns over time, enabling better decision-making.
Start by going through the Instruction tab to learn how to enter data, and use this Google Sheets template to map your sales activities. Then, you can enter the monthly sales goals in the Setup tab and use the Data-Sales and Data-Accounts tab to enter leads, trials, and conversion data.
Ideal for: Sales managers to get a comprehensive view of monthly sales activities and goal progress.
➡️ Read More: ClickUp Vs. HubSpot
5. Spreadsheet CRM Template by SalesTable
The Spreadsheet CRM Template by SalesTable is a customizable tool for businesses to manage customer relationships and sales activities effectively.
It provides a clear overview of your leads, opportunities, and deals, allowing you to visualize your sales funnel and identify potential bottlenecks. With customizable fields, automated calculations, and a visual dashboard, this free spreadsheet CRM template helps you streamline your sales process, improve efficiency, and boost your sales performance.
Ideal for: Sales managers who need to visualize sales funnel and identify blockers.
6. Google Sheets CRM Template for Charts and Graphs by Tipsographic
The CRM Template by Tipsographic helps you visualize and analyze your sales data. You can easily identify sales trends, patterns, and opportunities within your CRM data with its graphs and charts. This template is useful for understanding sales performance, tracking key metrics, and making data-driven decisions.
Ideal for: Sales managers who want to analyze sales data for informed decision-making.
Summarize this article for me pleaseLimitations of Using Google Sheets/Docs for CRM
While Google Sheets offers a versatile platform for managing customer relationships, it has several limitations that can impact its effectiveness as a CRM tool, including:
🚫 Lack of advanced features: Google Sheets templates lack the advanced features of dedicated CRM software, such as automated workflows, intelligent lead scoring, and predictive analytics
✍️ Manual data entry: Repetitive data entry in Google Sheets can be time-consuming and prone to human error, leading to inaccurate sales decisions
📈 Limited scalability: As your business grows, managing a large sales dataset in a spreadsheet can become cumbersome and inefficient
🛠️ Complex integration: Integrating Google Sheets with other tools and platforms can be challenging and may require custom solutions
🔒 Security concerns: While Google Sheets offers security measures, storing sensitive customer data in a spreadsheet may raise concerns, especially for larger businesses
📍And that’s why you need these Google Sheets alternatives. ✨
Summarize this article for me pleaseAlternative to Google Sheets CRM Templates
While Google Sheets can be a handy tool for managing customer data initially, lack of automation and limited analytics options can leave you struggling with data inconsistencies.
Businesses with complex sales processes and large datasets may benefit from dedicated CRM software for CRM processes that go beyond the basics of Google Sheets.
That’s where customizable CRM software, like ClickUp, comes into play.
ClickUp offers intuitive CRM templates to simplify your sales process, boost productivity, and drive growth. Here are some of the best sales templates you can use to create your own CRM with ClickUp.
1. ClickUp CRM Template
Data silo is a major challenge for CRM teams. It leads to fragmented customer insights, inefficient collaboration, and poor decision-making, ultimately impacting your business revenue. You can resolve this issue by integrating an advanced CRM platform that centralizes sales data.
The ClickUp CRM Template can be a good starting point for getting complete visibility into your sales operations. It helps set up and monitor the entire sales ecosystem. From creating an elaborate sales process to creating a lead qualification framework and monitoring leads, this template helps you manage everything.
You can use this template to:
- Centralize customer data
- Get real-time deal updates, enabling data-driven decisions
- Prioritize tasks by sales stage for better management
Ideal for: Sales teams struggling with disorganized data and inefficient workflows.
2. ClickUp Simple CRM Template
Updating new deals, tracking lead statuses, and managing evolving customer preferences can get overwhelming, especially for small teams. Thankfully, the ClickUp Simple CRM Template comes to your rescue.
This beginner-friendly template provides simple formats for lead tracking. In the List and Table Views, you can quickly see essential details such as priority level, stage, estimated deal value, and phone numbers. If you want to check the detailed status of each lead, simply switch to the Pipeline View.
Ideal for: Small business owners and startups looking for simple sales management solutions.
➡️ Read More: Learn how to convert customers into clients.
3. ClickUp Commission Tracking Template
Nothing drives performance like offering competitive commissions to your sales team. So, if you want to motivate your sales reps, try the ClickUp Commission Tracking Template. It helps track all deals and automates commission calculations, saving you valuable time and effort.
You can also use this template to visualize performance and monitor each employee’s goal progress. This way, you know when to step in and offer guidance or training sessions to your sales team.
Use this template to:
- Maintain clear and accurate record of each sale for accurate commission calculations
- Track commissions in real time, providing an incentive to your team members to strive to reach their goals
- Monitor the progress of deals and commissions with custom statuses like ‘New Lead,’ ‘Price Negotiation,’ and ‘Commission Paid’
Ideal for: Sales managers and finance teams looking to simplify commission tracking.
🔮 Did You Know? By 2025, 60% of B2B sales organizations will transition from experience and intuition-based selling to data-driven selling.
4. ClickUp Sales Pipeline Template
You need to track your sales pipeline in real time to implement this shift. For this, you need tools like the ClickUp Sales Pipeline Template. It enables seamless customer data management for informed sales decision-making.
With this template, you can:
- Manage and optimize leads at each stage of the sales process
- Manage customer data with a drag-and-drop interface
- Prioritize leads based on criteria like urgency, value, and potential
- Forecast sales revenue
Ideal for: Sales representatives, sales managers, and business development teams who want real-time visibility into deal progress and team performance.
5. ClickUp Sales CRM Template
The ClickUp Sales CRM Template simplifies lead management and account tracking, making it easy for sales teams to organize contacts and visualize sales opportunities in the funnel, ensuring no lead is overlooked.
With this template, you can:
- Get better clarity on customer communications and follow-ups
- Centralize customer data for better access
- Automate lead updates to increase productivity
- Get real-time sales analytics for better decision-making
Ideal for: Sales teams, business development managers, and account executives looking to efficiently manage leads, improve customer interactions, and drive growth.
6. ClickUp Sales Report Template
Even the most efficient sales teams can struggle with sales reporting because of scattered data and lack of standardized metrics. The ClickUp Sales Report Template enables seamless tracking and reporting of sales performance.
You can use it to track key metrics across all stages of the sales process, such as total sales, average deal size, and sales cycle length.
This template offers a comprehensive view of your sales activities. It consolidates data from multiple sources into a single, organized report, providing insights into trends, conversion rates, and overall team performance.
Ideal for: Sales managers, business analysts, and team leaders who want to streamline sales reporting.
7. ClickUp Sales Tracker Template
The ClickUp Sales Tracker Template is the ideal solution for helping sales teams manage and analyze every aspect of their sales process. From sales performance monitoring to lead conversion tracking and pipeline forecasting, this template does it all.
The Sales Tracker Template enables you to:
- Set and review sales targets for your team
- Identify trends and opportunities to increase sales
- Track performance and progress toward sales goals
Ideal for: Sales teams looking to streamline and optimize their processes and improve team performance.
8. ClickUp Sales Calls Template
Is your sales team struggling to convert leads despite spending hours interacting with prospects? One way to tackle this is to analyze sales calls and identify potential deal-breaker elements.
The ClickUp Sales Calls Template can help you track sales calls and analyze their performance. It ensures that all customer interactions are professional and follow the same messaging.
Delayed follow-ups are one of the common reasons businesses struggle to close leads. This template helps you resolve that, too. You can overview sales calls and assign tasks for your team members to take prompt action. This helps build lasting client relationships.
With this template, you can:
- Visualize your sales pipeline and track the progress of each deal
- Store and access pre-written sales scripts for different scenarios
- Achieve sales objectives
Ideal for: Sales teams wanting to enhance customer communication.
9. ClickUp Sales Process Template
Customer-centric sales is the key to long-term success of any organization. It requires a strategic sales process that enables teams to focus on customer needs, facilitating more meaningful engagements.
The ClickUp Sales Process Template helps you manage your entire sales process while personalizing it for specific leads. It serves as a roadmap, helping you visualize each step in your sales funnel. You can use it to customize your sales stages, track progress, and manage tasks associated with each lead.
It’s perfect for organizing your sales activities so your team can stay aligned and focus on their goals.
This template helps you:
- Streamline sales workflow
- Improve consistency and team accountability
- Train new sales reps
Ideal for: Businesses wanting to improve or scale their sales operations.
10. ClickUp Sales KPI Template
Cultivating and motivating high-performing talent is key factor in helping businesses outperform their sales goals. This requires strategic KPIs. The ClickUp Sales KPI Template enables you to keep a tab on your sales team’s performance, identify opportunities, and boost revenue generation.
You can use this template to set measurable goals and track key performance indicators (KPIs) across all stages of the sales funnel.
Use this template to:
- Define and monitor important KPIs
- Increase visibility and understanding of key sales metrics
- Provide clarity and transparency to the sales team
Ideal for: Businesses wanting to achieve sales goals and improve team performance.
Summarize this article for me pleaseElevate Your Sales Process With ClickUp
Free Google Sheets CRM templates offer a solid starting point for any sales team. However, they lack scalability and automation features, leading to inefficient decision-making.
ClickUp’s advanced CRM templates come to the rescue by enabling you to create your own CRM system. They offer better visibility into your sales processes and automate sales operations to improve efficiency and reduce costs.
Whether it’s a small business or a large enterprise, the right CRM template can help you manage your sales pipeline effectively and make data-driven decisions. So, what are you waiting for?
Sign up for ClickUp for free today and watch your sales efforts flourish!
Everything you need to stay organized and get work done.
