Customer relationship management (Google template)

If you are looking for a system to organize your contacts, solidify a sales process, and automate some of your ongoing tasks then you need a CRM (customer relationship management) solution.

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Customer relationship management (Google template)

If you are looking for a system to organize your contacts, solidify a sales process, and automate some of your ongoing tasks then you need a CRM (customer relationship management) solution.


This template provides you with the basics of a CRM. It's the perfect place to start if you aren't quite ready for a full-blown CRM with advanced features.


This mini-CRM automatically saves changes so you will never lose data. To get started, just enter your contacts manually or copy and paste existing data into this sheet.

template, CRM, clients, admin, finance