File format typeXLSX

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The Professional CRM Template for Companies is a ready-to-use Google Sheets template built for small businesses that want a working CRM without committing to a dedicated CRM platform. It's designed for sales teams and company owners who need to track leads, deals, and follow-ups in one shared, reliable file.

 

Using it feels like inheriting a CRM someone already configured for you. Every lead moves through a visible pipeline stage, deals are tracked with value and close dates, and a summary dashboard rolls individual records into a picture of the whole pipeline's health. Because it's built in Google Sheets, sharing it across a small sales team is as simple as sharing any other file, with no seat-based software license to manage.

 

What's included:

1. Lead management tab with contact details and source tracking

2. Sales pipeline tab with stage tracking and deal values

3. Automatic pipeline dashboard summarizing deals by stage

4. Follow-up reminder fields to keep leads from going cold

5. Sample data and a short instructions tab to get started fast

6. Lifetime access to the file you purchase, with free minor updates

 

Delivered instantly by email as a Google Sheets link the moment your payment is confirmed. This is a one-time purchase — no subscription, no recurring charges, and the file is yours to keep and reuse.