Today Only: 40% Off Coupon on Orders of Two Items! - "40SAVE"
  • 00
  • 00
  • 00

CRM Spreadsheet Template for Small Business in Excel and Google Sheets, Simple Client Management

Original price was: $24.99.Current price is: $12.99.

Instant Download
Google Sheets and Excel
Video Tutorial

  • 10SAVE – 10% off your first purchase
  • 25SAVE – 25% off orders over $50
Customer Relationship Management (CRM) Spreadsheet in Excel and Google Sheets, Small Business Template for CRM, Business Tracker Template
From monitoring marketing campaigns to managing subscriptions, our CRM Spreadsheet is your all-in-one solution for efficient business management. Streamline your workflow, boost productivity, and take your business to new heights with our user-friendly CRM tool.

Manage your customer relationships effortlessly with our CRM Spreadsheet for Excel and Google Sheets, designed for small businesses. Setting up is a breeze with our intuitive interface, allowing you to start tracking leads, projects, tasks, and communications in just a few clicks.

Track your sales pipeline, best-selling products, and client interactions all from the Main Dashboard. With multi-year filter views and key metrics summaries, you’ll have the insights you need to make informed decisions and drive growth.

Easily capture and analyze leads, manage projects, and stay on top of tasks with dedicated dashboards. Simplify client communication with interactive tools and track customer feedback to enhance service delivery.

  • Video Tutorial
  • 20-Page Quick Start Guide
  • 4 Templates of Spreadsheets
  • 1 Sample Excel Spreadsheet with Mock Data
  • 1 Excel Spreadsheet with Empty Data
  • 1 Sample Google Sheets Spreadsheet with Mock Data
  • 1 Google Sheets Spreadsheet with Empty Data
  • Editable in Google Sheets and Microsoft Excel
  • Compatible with MAC, PC, Phones, or Tablets
  • 10 Spreadsheet Tabs
  1. Instructions
  2. Settings
  3. Main Dashboard
  4. Lead Generation
  5. Project Tracker
  6. Task and Follow Up
  7. Communication Log
  8. Customer Feedback
  9. Marketing Campaign
  10. Subscription and Membership Management
  • Intuitive and quick set up in just a few steps
  • Lead Generation Dashboard
  • Project Management Dashboard
  • Task and Follow Up Dashboard
  • Communication Dashboard
  • Customer Feedback Dashboard
  • Marketing Campaign Dashboard
  • Subscription Management Dashboard
Main Dashboard
  • Track annual revenue pipeline
  • See what sells best throughout the year
  • Check the latest comms, ratings & subscriptions
  • Lead generation data summary
  • Project management data summary
  • Task tracker data summary
  • Multi-year filter view for data analytics
  • Key annual metrics in a summary dashboard
Lead Generation Dashboard
  • Record key details of your lead generation
  • Know your lead sources & client categories
  • Analyze the decision-making and conversion
Project Management Dashboard
  • Track the project status of onboarded clients
  • Know your pipeline, the amount paid & conversion
  • Visualize performance in charts & graphs
Task Tracker Dashboard
  • Track your key tasks associated with clients
  • Top 5 upcoming tasks by the due date
  • Visualize performance in charts & graphs
  • Stay organized on top of your tasks with status, priority, and due date information
Communication Dashboard
  • Interactive client dashboard
  • The top 5 latest client communications
  • Client communication finder
  • Simplify your communication workflow with clients’ interactive dashboard
Customer Feedback Dashboard
  • Track your client satisfaction over the year
  • The top 5 latest clients’ feedback
  • Understand your best product performance
  • Easily understand and track your clients’ satisfaction with your services
Marketing Campaign
  • Track your campaigns
  • The top 5 latest marketing campaigns
  • Control your marketing budget
  • Understand your marketing cost in respect to conversion rates; see which campaigns generate more conversions and cost less
Subscription Management
  • Track your subscription performance
  • Understand what sells most
  • Foresee your revenue with renewal dates


  • A device to access Google Sheets or Microsoft Excel
  • A Google Account (if editing through Google Sheets)
  • Microsoft Excel (if editing through Excel)
  • Basic computer knowledge
  1. Purchase (instant download)
  2. Upload the PDF file (access to Google Sheet)
  3. Download the Excel template
  4. Open the spreadsheet (start planning!)

This is a digital download. No physical items will be shipped after the purchase.

Due to the digital nature of the product, all sales are final, and refunds are not issued.


The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.

Client Tracker & Management for Small Business Google Sheets

Small Business Bookkeeping Spreadsheet Google Sheets

Customer Reviews

Based on 29 reviews
Michelle DiMeglio

I use this every single day and absolutely love it. It was so easy to use.

Easy purchase, looks great and can’t wait to use it

Easy purchase, looks great and can’t wait to use it


This CRM spreadsheet is an invaluable asset. It's practical and versatile.


The business tracker template keeps me organized and saves time.


The business tracker template is fantastic. It simplifies my daily tasks.

    Your Cart
    Your cart is emptyReturn to Shop