Free Google Sheets CRM
Our Free Google Sheets CRM template is designed to help small businesses and freelancers manage their customer relationships efficiently. This easy-to-use template allows you to track leads, manage sales pipelines, and keep customer data organized without the need for expensive CRM software.
Our Free Google Sheets CRM template is designed to help small businesses and freelancers manage their customer relationships efficiently. This easy-to-use template allows you to track leads, manage sales pipelines, and keep customer data organized without the need for expensive CRM software.
Our Free Google Sheets CRM template is designed to help small businesses and freelancers manage their customer relationships efficiently. This easy-to-use template allows you to track leads, manage sales pipelines, and keep customer data organized without the need for expensive CRM software.
Major Business Bottlenecks Solved:
- Eliminates the need for costly CRM subscriptions.
- Simplifies the tracking and management of customer data.
- Streamlines the sales pipeline management process.
Labor Costs Saved:
Approximately: $500
Hours Saved Weekly:
5 Hours
What You’ll Receive:
- Full set-up video(s) for the tools being used in the automation.
- Access to the template link or a full build tutorial video.
- Full set-up video for the automation(s) in question.
Automation Setup:
The setup process for this template is straightforward and user-friendly. You'll need about 1-2 hours to get everything up and running. The setup involves downloading the template and following an included guide which clearly outlines the steps required to begin managing your customer relationships effectively.
Necessary Tools:
- Google Sheets: The primary platform for the CRM template, enabling easy data entry and management.
- Zapier: Optional for advanced automation and integration with other software applications.
- Google Drive: Used for storing and accessing the CRM template and associated files.
Automation Workflow:
The Free Google Sheets CRM template is designed to be intuitive and easy to use. After downloading the template, users simply populate the sheets with their customer data. For those looking for advanced features, such as automation and integration with other tools, users can optionally utilize Zapier to connect the CRM with their email, marketing tools, and other business applications for seamless workflows.
Disclaimer: Please give us 3 days to package your automation. All automations require subscriptions to various software such as marketing tools, automation management software, or AI API which may include additional monthly costs.
Optional Services:
Expert Set-Up: The COGS team provides personalized setup assistance, ensuring optimal configuration.
Expert Management: Monthly management by the COGS team to continuously optimize your CRM processes.