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CRM Template in Excel and Google Sheets | SpreadsheetsHub
CRM Template in Excel and Google Sheets | SpreadsheetsHub
CRM Tracker | SpreadsheetsHub
CRM Template for Excel and Google Sheets - SpreadsheetsHub
CRM Template for Excel and Google Sheets - SpreadsheetsHub
CRM Template for Excel and Google Sheets - SpreadsheetsHub
CRM Tracker | SpreadsheetsHub
CRM Template for Excel and Google Sheets - SpreadsheetsHub
CRM Tracker | SpreadsheetsHub
CRM Template for Excel and Google Sheets - SpreadsheetsHub
CRM Template for Excel and Google Sheets - SpreadsheetsHub
CRM Template for Excel and Google Sheets - SpreadsheetsHub
SpreadsheetsHub - Excel and Google Sheets

CRM Template for Excel and Google Sheets

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Customizable Edit formulas and design

This CRM template for Excel and Google Sheets is designed for business owners, sales managers, and marketers who want to efficiently manage customer relationships, track communications, and improve business processes. It is perfect for small to large companies, freelancers, and startups that need to organize their interactions with clients and potential partners.

How to Use a CRM Template | Step-by-Step Video Tutorial

Key Features:

  1. Customer Management – Easily add, update, and track customer data, including contact information, interaction status, and communication history.
  2. Customer Segmentation – Categorize customers into groups like regular, new, or potential, enabling targeted and efficient interaction.
  3. Communication History – Track all communications with customers, including emails, calls, or meetings, with space for additional notes for future reference.
  4. Reports and Analytics – Built-in features for analyzing communication effectiveness and creating sales reports, helping you make more informed decisions.
  5. Reminders and Tasks – Set reminders for tasks and meetings with clients, ensuring you never miss important moments.
  6. Cross-Platform Support – Available for use in both Excel and Google Sheets, allowing access on different devices and platforms without restrictions.

Who is it for:

  • Small and medium businesses
  • Freelancers and startups
  • Sales managers, marketers, and business analysts
  • Teams needing to manage numerous clients and projects

Benefits:

  • Convenience and Flexibility – Works in both Excel and Google Sheets, providing access to data anytime and anywhere.
  • Increased Productivity – A customer management system that not only organizes your data but also improves communication with customers, boosting conversions and retention.
  • Time-saving – All necessary features are integrated into one template, saving you time searching for information and generating reports.
  • Easy to Set Up – The user-friendly interface requires no complex setup, making it suitable for both beginners and experienced users.


This CRM template will help you streamline your business processes, enhance your relationships with clients, and boost the overall efficiency of your work!

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

FEATURES & LIMITATIONS
  • Automated Calculations: All totals, charts, and summaries update automatically when data is entered. No manual math required.
  • Currency Customization: For all budget and finance-related templates, you can easily change the currency symbol (USD, EUR, GBP, etc.) in just a few clicks.
  • Protected Formulas: Certain cells and tabs are locked to prevent accidental deletion of complex formulas, ensuring your template works perfectly. However, no passwords are required—you can easily unlock the sheets if you wish to customize the structure.
  • Language: This template is provided in English
  • No Macros: We use advanced formulas instead of VBA macros, making the files safer and more compatible across different devices.

HOW IT WORKS & REQUIREMENTS

SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:

  • Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
  • Google Sheets: A free Google Account if you prefer using the web-based version.
  • Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.

HOW IT WORKS:

  1. Purchase and download your files instantly.
  2. Open the PDF file to access your unique Google Sheets link.
  3. Open the Excel file directly if using Microsoft 365.
  4. Follow the setup instructions inside and start planning!

IMPORTANT TO KNOW:

  • Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
  • Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
  • Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.


DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.


NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
  • 5 stars: 513 (95%)
  • 4 stars: 18 (3%)
  • 3 stars: 8 (1%)
  • 2 stars: 0 (0%)
  • 1 star: 0 (0%)
X
Xavier Winslow

This CRM template is exactly what I needed to keep track of all my clients.

V
Vince Wakefield

This CRM template has been indispensable for keeping my client data organized.

W
Wilder Castlemore

I can't believe how much easier managing clients has become with this template.

U
Ulric Blackwell

A must-have for business owners looking to organize and manage their client base effectively.

T
Trent Moreland

This template has improved how I handle client data—efficient and easy to use.

R
Reid Ellington

The organization and simplicity of this template are second to none.

Q
Quincy Langley

This template is essential for anyone managing a large or growing client base.

S
Samson Radcliffe

I’ve been able to streamline my business and keep better track of my clients with this template.

P
Preston Ashford

The clean layout makes it easy to manage all my client data without any confusion.

O
Otis Montgomery

I’m able to keep everything in one place with this CRM template—no more chaos!

N
Nico Sutherland

Everything I need to track clients is right in front of me, making this template super helpful.

M
Milo Caldwell

The ease of use and customization options make this the best CRM template out there.

K
Kade Pennington

I’m able to track all my client details, follow-ups, and appointments in one place.

L
Lawrence Fairchild

This CRM template has been a huge time-saver and has made client management a breeze.

J
Jonah Rockwell

It’s helped me stay organized and better manage my client relationships.

H
Hayes Kensington

This template has been an incredible addition to my workflow.

G
Grant Holloway

Now I’m able to manage and track all my client communications without any hassle.

F
Flynn Whitaker

This template has improved the way I handle clients and has made my life much easier.

E
Emerson Holloway

If you want a CRM system that’s easy to use and effective, this is it!

H
Holden Wakefield

The layout is simple but covers everything you need to keep client data organized.

B
Bennett Kensington

It’s the best way I’ve found to stay on top of my clients' information and interactions.

A
Atticus Langford

This template has made organizing my client data a breeze!

S
Sullivan Caldwell

I’m able to keep track of every client detail, from their contact info to their needs.

L
Leon Castlemore

This template has really helped me stay on top of my client relationships.

A
August Kingsley

The structure of this CRM template makes it super easy to find and update client info.

T
Tobias Ashford

This template is everything I needed for managing my client base efficiently.

D
Dexter Sutherland

This template is a must-have for anyone looking to improve their client management process.

Z
Zeke Fairbanks

Managing client information has never been more streamlined than with this template.

E
Everett Rockwell

I’ve saved so much time and effort by using this CRM template to manage clients.

J
Julius Pennington

I love how everything is organized and easy to navigate—it’s the perfect CRM solution.

D
Dorian Blackstone

I’ve been able to increase my productivity by staying organized with this template.

H
Harvey Whitmore

It's so easy to update and track new client info with this template.

D
Deshawn Moreland

This template has truly simplified how I track client interactions and communications.

B
Beau Winthrop

This CRM template helps me track everything from leads to contracts—love it!

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