Description

Manage Contacts, Deals, Tasks, and Payments — All in One Place

Running your business doesn’t need complicated or expensive software.
With this Google Sheets CRM template, you can keep everything organized — from client information to deals, tasks, and payments — with built-in automation that saves you time.

What’s Included

✅ Contacts Sheet – Store client and business details, roles, tags, and notes.
✅ Deals Sheet – Track opportunities, deal stages, values, and closing dates.
✅ Payments Sheet – Record payments linked to deals, with date, method, and amount.
✅ Tasks Sheet – Assign and monitor tasks, auto-hide rows when status is marked as “Done.”

✅ Dashboard Ready – Summarize pipelines, revenue, and tasks with pivots or charts.
✅ Automation with App Script –

• Automatic timestamps when deals or tasks change status
• Dropdowns and validations for clean data entry
• Linked IDs across sheets for accurate tracking

Link to detailed video:

https://youtu.be/iiH8d_o2mC8

How It Works

1. Purchase & Download – After purchase, you’ll receive a PDF file with a link.
2. Click the Link – The link will create a copy of the CRM template in your Google Drive.
3. Approve Automations – The first time you use it, Google will ask you to approve the included App Scripts. This allows the template to run the automations (timestamps, row hiding, etc.).
4. Start Using Immediately – Add your clients, deals, and payments and begin tracking.

Why Choose This Template?

• No extra software required – runs entirely in Google Sheets.
• Perfect for freelancers and small businesses – everything you need in one simple tool.
• One-time purchase – no monthly subscription fees.
• Fully customizable – adapt sheets, dropdowns, and automations to your needs.

Get Organized Today

Stop juggling multiple files and apps. With this Google Sheets CRM, you’ll have one streamlined system to manage your entire client workflow.