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Google Docs brings your documents to life with smart editing and styling tools to help you easily format text and paragraphs. Choose from hundreds of fonts, add links, images, and drawings.
- Choose the template you just created in Google Docs. Click the “Choose from your Google Docs” link under the first step in the form. Your Google Docs files will be displayed in a small window. Select the file you made earlier by double-clicking on it.
- Simply put, a Google Docs template is a blueprint for quickly and easily creating documents based on pre-set parameters and structure. For example, you might have a Google Docs template for planning a blog article, with all of the typical sections you’d need to fill out to facilitate that plan.
Recent published templates
- Rockets Taking Off SlidesBring a smile to your audience’s face with this fun template. Give a fresh and original touch to your next deck with this rockets taking off design. Rockets are a metaphor often used for innovation, startups and business growth.
- Dynamic Curves TemplateStand out from the crowd by using this organic design with powerful gradients. The big colorful curves will give your presentation dynamism and movement. Choose this theme for your next presentation and you will have the best possible framework for your content.
- Upward Arrows Presentation TemplateWhen it comes to business, your message must reach and convince your audience. You can achieve both goals with this presentation template. Try it today and you will be amazed at how quickly and easily you can prepare your decks.
- Orange Professional Slides ThemeA great free presentation template both for corporate or informal speaking opportunities. With an elegant layout and a single accent color to make it bolder and memorable, your content will shine with this lively and modern design.
- Stylish Botanical PresentationThis template combines a style that is both modern and stylish. The botanical illustrations give an original touch to the design and make it fit very well with topics about organic food, cosmetics and nature. Be sure to try it, you will be surprised by its versatility.
- Subtle Bevel Presentation TemplatePresent your content in a professional way with this template. Take advantage of a clean design in which your content will have the maximum prominence, but not so simple that it is boring. This theme is a great choice for presenting a marketing campaign or pitch deck in front of investors.
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Ready to use and customizable. High quality and professional design.
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Good design makes information clearer. Blow your audience away with attractive visuals.
Presentation Design Tips
- How to make a compelling business plan presentation (plus free templates)Great business plan presentations combine a brilliant business concept, data that proves potential and creative, clever slide design. The first two are down to you. But luckily, we can teach you all the design tricks you need to achieve the latter.
- How to make a great PowerPoint presentation for college (plus 12 free templates)You’ve checked the box for pitch perfect content. But your design is lacking and your deadline is looming. It’s time to read through our tips for great class presentation design.
- How to create a thesis defense presentation that shows your work at its bestMost students at grad and post-grad level are required to deliver a thesis defense presentation before their course ends. A great presentation design is crucial, and to help you get started, here are 7 key steps to keep in mind.
The more strikingly visual your presentation is, the more people will remember it. And more importantly, they will remember you.
Paul Arden
Introduction
You’re running a business on as few apps as possible. Google Docs and Google Sheets seem to be enough. For now at least. So how can you get the most out of these basic Google Drive apps?
There are many good CRM solutions that make templates to use with Google tools. To find out about the best Google Sheets CRM templates, check out this mega comparison.
But first, a bit about CRM templates for Sheets.
What is a Google Sheets CRM
A Google Sheets CRM is a template to organize your contacts and make the data easy to filter and search through. It can break down your contacts by name, company, role, as well as have all their communication information. This means not only emails, social profiles and phone numbers, but also a record of all your past engagements.
And it’s all laid out on familiar Google spreadsheets. All you really do is add and edit rows and columns. There are even many tools to help you quickly and easily import data from other platforms into Google Spreadsheets (and the other way too, of course).
You can also have Google Sheet templates with worksheets for marketing, sales and customer service. You can use them to plan marketing campaigns and track tasks among team members. For sales it can be a good tool for pipeline management, showing you the stages of a deal and projected revenues. For support, it can keep track of all issues for every contact and make sure that info is accessible to every agent.
There are some CRM tools which don’t exactly have a Google Sheets CRM template, but instead sync information between the platforms. And of course, after using Google Sheets for a CRM a while, you may start thinking about the advantages of a fuller CRM SaaS subscription.
But for now, why not get started right away? Quickly turn that familiar Google worksheet into basic CRM.
Google Sheets CRM template comparison chart (top 10 highest rated)
Provider | Best for | Pricing | URL |
Copper Google Sheets CRM | Best Google Sheets CRM template overall | $19 per user per month billed annually | |
HubSpot CRM for Excel and Google Sheets | Top Google Sheets CRM for sales tracking | Free | |
Onesheet CRM | Top free Google Sheets CRM | Free | |
Pipeliner CRM Google Docs Add-On | Top Google Docs CRM template | $25 per user per month billed annually | |
Solve Report Builder for Google Sheets | Good Google Sheets CRM tool for custom reports | Contact vendor for prices | |
Smartsheet CRM Spreadsheet Template | Good Google spreadsheet CRM for sales | Free | |
ActiveCampaign CRM Template | Free Google Sheets CRM for pipeline worksheets | Free | |
Close SalesTable: Spreadsheet CRM | Top free Google Sheets CRM for visual dashboards | Free | |
Tipsographic CRM Template | Good free Google Sheets CRM for charts and graphs | Free | |
Vertex42 CRM Template | Easiest free Google Sheets CRM template | Free |
What are the best Google Sheets CRM templates? Here’s our top 16 list:
From some big-name vendors to some surprise little resources, we present this list of 16 of the best Google Sheets CRM templates. Most of these are free Google Sheets CRMs. Some here are quite barebone simple. Others do more but take more time to learn.
Copper Google Sheets CRM (Best Google Sheets CRM template overall)
Copper is a CRM system made entirely for G Suite. It has a Sheets template which connects with other Google Apps. These include Gmail, Calendar, Hangouts, and Slides. You can manage all your contacts and histories in worksheets. Copper gives you opportunity dashboards. These break down your sales pipeline by activity. This is a great CRM template for team collaboration. Reports are beautiful and easy to make and share. You even get a leaderboard for sales team members. Copper is also known for a Google Docs CRM. Finally, they also have a free mini CRM template offered in the Google Sheets template gallery.
You can get the Copper Google Sheets CRM with a basic Copper account. It costs $19 per user per month billed annually.
Copper is best for:
Startups
Small business
Overall Google Sheets CRM
Contact management
Sales process management
Reports
Website: Visit Copper
HubSpot CRM for Excel & Google Sheets (Top Google Sheets CRM for sales tracking)
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HubSpot is an all-in-one marketing, sales and service software solution. They also have free templates for Microsoft Excel and Google Sheets. The CRM spreadsheet template comes with a quick tutorial on how to use it. It also explains how to customize it. It helps organize your contact list and track your interactions. There are opportunity worksheets and reports. Overall, it’s good for tracking potential customers and deals.
This HubSpot Google Sheets spreadsheet is free.
HubSpot CRM for Excel & Google Sheets is best for:
Individual users
Startups
Small business
Customer data
Interaction history
Opportunities management
Sales tracking
Website: Visit HubSpot
Onesheet CRM (Top free Google Sheets CRM)
Onesheet CRM makes a very simple CRM template for Google Sheets. It works a lot like Microsoft Excel but it is easier. It’s great for individual users and small businesses. You get contact information and company databases. You also get a dashboard that tracks sales processes.
Onesheet CRM is completely free.
Onesheet CRM by Onesheet is best for:
Individual users
Startups
Small business
Contact information
Sales teams
Website: Visit Onesheet
Pipeliner CRM Google Docs Add-On (Top Google Docs CRM template)
Pipeliner is a big name in CRM systems. Their template for CRM for G Suite is actually a docs template. You can put in all your contact information like name and phone numbers. There are also columns for tracking the sales funnel. You can also link them to your CRM in Pipeliner and it will update in real-time.
You need a Pipeliner subscription to access this Google Drive CRM template. They start at $25 per user per month billed annually.
Pipeliner CRM Google Docs Add-On is best for:
Individual users
Startups
Small Business
CRM data
Lead tracking
Website: Visit Pipeliner
Solve Report Builder for Google Sheets (Good Google Sheets CRM tool for custom reports)
This is a template from Solve360 which does service management CRM. The template is very robust for custom reports. It comes with many tutorials. Some examples are sales pipeline, team performance and quarterly reports. There is very detailed CRM data on contacts. This includes map locations.
You need a subscription with Solve for this database. For prices go to Solve360.com.
Solve Report Builder for Google Sheets is best for:
Individual users
Startups
Small Business
Custom reports
Contact information
Sales pipeline
Team performance
Website: Visit Solve360
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Smartsheet CRM Spreadsheet Template (Good Google spreadsheet CRM for sales)
This CRM spreadsheet template by Smartsheet works with Google Sheets as well as Excel. It helps you organize leads and contact information. There’s a communication log to keep track of each contact’s engagement history. You also get new columns for follow-up dates and reminders. Smartsheet shows your open opportunities and potential revenues. Overall it’s a good spreadsheet CRM tool for sales
Smartsheet’s CRM template is free.
Smartsheet CRM is best for:
Individual users
Startups
Small business
Sales teams
Revenue projection
Follow-Ups
Website: Visit Smartsheet
ActiveCampaign CRM Template (Free Google Sheets CRM for pipeline worksheets)
ActiveCampaign specializes in email marketing automation. They offer a free spreadsheet for Google Sheets as well as Excel. This keeps track of contacts, sales teams, and leads. It shows lead statuses and deal values. ActiveCampaign does follow-ups. Finally, it has worksheets with various formatting. For example for pipeline metrics like pipeline velocity.
The ActiveCampaign CRM Template is completely free.
ActiveCampaign CRM Template is best for:
Individuals
Startups
Small business
Contact list
Sales opportunities
Pipeline worksheets
Website: Visit ActiveCampaign
Close SalesTable: Spreadsheet CRM Template (Top free Google Sheets CRM for visual dashboards )
Close is a CRM software that helps you manage existing customers while also finding new leads. They offer a CRM template as a free resource as a Google spreadsheet. It’s very straightforward, showing you opportunities as open, closed or won. Lead lists are manageable and can be assigned to specific salespersons. A visual dashboard puts your metrics into clean charts and graphs.
The CRM template by Close is free.
Close SalesTable: Spreadsheet CRM Template is best for:
Individuals
Startups
Small business
Visual dashboards
Customer data
Sales opportunities
Website: Visit Close
Tipsographic CRM Template (Good free Google Sheets CRM for charts and graphs)
Tipsographic is a suite of tools for project management. They have lots of CRM templates for Microsoft Excel, but they are compatible with Google Sheets as well. It’s a basic spreadsheet for contact management. It helps organize communication with contacts and leads.
This CRM template from Tipsographic is free.
Tipsographic CRM Template is best for:
Individuals
Startups
Small business
CRM data
Website: Visit Tipsographic
Vertex42 CRM Template (Easiest free Google Sheets CRM template)
Vertex42 does templates, Gantt charts, calendars and more. The customer relationship management template has versions for Google and Microsoft Excel CRM. It’s a simple worksheet but more visually pleasing than the Salesforce one. It tracks communication with your contact list and helps monitor your sales funnel.
This is a free template from Vertex42.
Vertex42 CRM Template name is best for:
Individual users
Startups
CRM Spreadsheet
Sales process management
Website: Visit Vertex42
Smartsheet Marketing CRM Dashboard Template
The marketing CRM template from Smartsheet almost completes the CRM package from Smartsheet. It helps display data on marketing KPIs. It shows you how many leads each marketing effort brings in, and which ones to prioritize in your sales process.
This marketing template by Smartsheet is also free.
Smartsheet Marketing CRM Dashboard Template is best for:
Individual users
Marketing managers
Startups
Small business
Lead capture
Website: Visit Smartsheet
Tipsographic Sales CRM Template
This is another template from Tipsographic. Here the focus is really on sales. This is a useful tool for any salesperson or sales team. It shows your opportunities and lead statuses. It also has worksheets for sales reports and sales forecasting.
This sales CRM template is free.
Tipsographic Sales CRM Template is best for:
Individuals
Startups
Small business
Sales funnel
Website: Visit Tipsographic
Salesforce CRM Template
Salesforce has a free CRM template for Google Sheets. If anything, it’s more an instruction sheet on the basics of CRM on a simple table. It starts with the usual name, company, role, phone number and email. You can always add new columns like last contact and next contact. Ultimately, Salesforce wants you to click the link that says you’re tired of spreadsheets.
The Salesforce CRM Template is free.
Product name is best for:
Individual users
CRM data
CRM Spreadsheet
Data entry
Website: Visit Salesforce
HubSpot Lead Tracker for Excel & Google Sheets
Here’s another one from HubSpot. This one is more geared towards tracking sales. It includes columns like estimated value and chance-of-sale. Adding new deals to new rows is a great way to keep sales teams motivated.
This HubSpot Lead Tracker template is free.
HubSpot Lead Tracker for Excel & Google Sheets is best for:
Individuals
Startups
Sales managers
Lead tracking
Website: Visit HubSpot
Tipsographic Free CRM for Small Business
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Tipsographic offers free CRM templates for Excel and Google Sheets for small businesses in specific industries. These include CRM spreadsheets for the hotel industry, design firms, consultants and real estate. There’s also a useful customer acquisition strategy template.
This suite of Tipsographic CRM templates for small businesses is free.
Tipsographic Free CRM for Small Business is best for:
Small business
Lead generation
Project management
Website: Visit Tipsographic
Smartsheet Sales Pipeline CRM Template
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Here is another spreadsheet template by Smartsheet. This one is a CRM focusing on the sales pipeline. You can customize the pipeline stages. Sales leads can get assigned to a specific salesperson. This sales pipeline CRM template gives added sales data to Smartsheet’s basic CRM template.
Smartsheet’s sales pipeline template is free.
Smartsheet Sales Pipeline CRM Template is best for:
Individual users
Sales managers
Startups
Small business
Sales funnel
Website: Visit Smartsheet
Our final takeaways
You may not have realized just how many ready-made CRM templates there are for Google Sheets. But you can see now you’ve got some from trusted names in CRM, like HubSpot, Copper, Close, and Pipeliner. Smartsheet, Onesheet, and Tipsographic are fresher names, and worth looking into too.
After you’ve been using Google Sheets for CRM for a while, you might start thinking about that upgrade. These templates could be a gateway to a full-on CRM platform. Otherwise, there’s nothing wrong with keeping it simple. What’s important is to mind your contact list and to stay up to date with everyone in your network.
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FAQs
Does Google have a CRM system or product?
Google does not have its own CRM. However, you can use Google Sheets as a CRM platform. It helps you manage contacts and track ongoing deals on customizable worksheets. Many CRM vendors also make Google Sheets CRM templates. These are easy to use and often free.
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How do I create a CRM in Google Sheets for myself?
It’s easy to set up a CRM in Google Sheets. You create separate worksheets for contacts, companies, ongoing marketing campaigns, or sales pipeline stages. You can also download a CRM template for Google Sheets. There’s a good free mini CRM from Copper in the Google Sheets template gallery.
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