Manage clients effortlessly with this easy-to-use & flexible CRM template for Google Sheets.
Ever forget to send an invoice until a month after a project finished? Lose track of a new client or project for a few days? Or perhaps you’re getting so many new leads that it’s become harder to keep up!
If this sounds like you, then the Google Sheets CRM can help streamline your client management operations in a matter of minutes.
Traditional CRM tools are too overwrought for most freelancers & agencies. Ever wish you could simply copy-paste your contacts into a spreadsheet to manage clients? With this 100%-customizable Google Sheets CRM template, you can do exactly that & more!
A tried & tested CRM: created by an agency with 100+ clients/yr.
This template was copied directly from the Google Sheet used by our design agency with over 300+ clients, including the likes of Forbes 30u30 alums and Fortune 100 companies. Enjoy the ease-of-use and flexibility of a spreadsheet-based CRM, packed with powerful features including:
- Quarterly & annual dashboards
- Job category & source reports
- Customer & prospect tracking
- Auto-refresh from Gmail labels
- Time tracking with Toggle API integration
- Powerful pivot tables
- Client leaderboards & scoring
- & much more!
You’ll be sure to use this spreadsheet on a daily basis — we still do for our agency! This tried & tested template has managed over 300+ customers and 2.5k+ prospects for our own award-winning design agency.
This CRM template helped us streamline our client operations and grow our hourly rate by over 2×. In the past, we have shared some of our insights in Business Insider & Forbes magazine. Now, our CRM tools are available for anyone to use!
Pay $29 just *once*, not
$100’s per month!
This is not a subscription: pay just once, and get your own CRM for life!
Realistically, this product could’ve been priced at $200+ — for comparison, the most popular CRMs like HubSpot and Salesforce cost thousands of dollars every month.
Streamline your client operations & make earning easier with this intuitive CRM for small business & service providers.
Enjoy lifetime updates free
We’re constantly updating this product: we use this very same Google Sheets template every day for our own consulting businesses, and are always making improvements!