Google Sheets
Simple CRM & Client Pipeline, Google Sheets Template, Sales Tracker, Lead & Deal Pipeline, Small Business CRM
π A whole CRM in one Google Sheet β no monthly software fees. Keep every contact, deal and follow-up in one place, and watch a live sales dashboard track your pipeline value, win rate and revenue.
Log a deal's value, stage and probability β the weighted pipeline calculates itself. Never lose a lead to a forgotten follow-up again.
π WHAT'S INSIDE (7 tabs)
β’ Dashboard β 8 live KPIs (contacts, active deals, pipeline value, weighted value, won revenue, win rate, avg deal, open tasks), 3 gauges & 4 charts
β’ Contacts β leads & clients with source tracking
β’ Pipeline β deals by stage with auto-weighted value and won/lost status
β’ Tasks β follow-ups with due dates and priorities
β’ Settings + Start Here β your own stages, sources and a quick guide
βοΈ HOW IT WORKS
1. Open your link and click "Make a copy"
2. Add your contacts and open deals
3. Update stages with dropdowns as deals move
4. Work the Tasks list so no follow-up slips
5. Watch win rate and revenue build on the dashboard
π PERFECT FOR
β’ Freelancers, agencies, coaches & consultants
β’ Photographers and service businesses
β’ Solopreneurs replacing expensive CRM software
β’ Small teams that live in spreadsheets
π» FORMAT & ACCESS
β’ Made for Google Sheets β works on phone, tablet & desktop
β’ Nothing to install, no software fees β just a free Google account
β’ Delivered as a private "Make a Copy" link β one click and it's yours
β’ Your copy is 100% private and fully editable, forever
β’ All formulas built in β type your numbers, everything updates itself
β‘ INSTANT ACCESS β Your template link is available immediately after purchase. No physical item will be shipped.
π Please note: This is a digital product. Due to the instant-access nature of digital files, all sales are final and no refunds are offered. If anything looks off, message me and I'll happily help.
Helpful guides
- CRM in Google Sheets: Manage Clients Without Monthly FeesMost small businesses don't need CRM software β they need a tidy pipeline and reliable follow-ups. Here's how a Google Sheets CRM does the job without the monthly fee.
- Bookkeeping for Etsy Sellers: A Simple System That WorksSelling is the fun part β the numbers are where shops quietly leak money. Here's a simple bookkeeping system for Etsy and handmade sellers: what to track, how often, and how to know your real profit.
- Client Onboarding for Freelancers: From Yes to WowThe 48 hours after a client says yes decide the whole project β whether you look like a polished studio or a person winging it. Here's the 6-step onboarding process: the welcome packet, the questions to ask before starting, payment and scope guardrails, and the small touches that turn clients into referrals.
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