Description

Google Sheets CRM Template — Track Clients, Projects, Payments & Automate Emails

Simplify your business management with a powerful, easy-to-use CRM system built entirely in Google Sheets.

What is this Template?

This Google Sheets CRM Template is your all-in-one solution for managing customers, tracking projects, monitoring payments— all without complicated software or coding.

Designed for freelancers, small business owners, and teams who want to stay organized and save time, this template leverages Google Sheets’ flexibility with smart formulas and automation scripts.

Key Features

• Client Management: Store and organize detailed client info including contact data, tags, birthdays, and notes.
• Project Tracking: Manage multiple projects per client, track status, due dates, and budgets.
• Payment Tracking: Log payments and outstanding balances to keep your cash flow transparent.
• Task Management: Keep track of tasks related to clients and projects in one place.
• Track active projects: One report to see the project, amount owed and open tasks.
• Fully Customizable: Adapt columns, views, and automations to fit your exact workflow.

Why Choose This CRM Template?

• No monthly fees or subscriptions — just one file that works for you.
• Seamless integration with Google Workspace (Sheets, Gmail).
• Easy to set up with detailed .
• Suitable for all industries and team sizes.
• Save hours every week managing your client relationships and follow-ups.

Detailed video link:

https://youtu.be/8RY6MRhqrAI

What’s Included?

• PDF page with file link
• Google Apps Script for unique ID creation.
• Sample data to get started quickly.

Who Is This For?

• Freelancers managing multiple clients and projects.
• Small business owners who want a simple CRM.
• Coaches, consultants, and service providers.
• Teams looking for a collaborative, cloud-based CRM.

How It Works

• Download & Open the template in your Google Drive.
• Customize your client and project info easily.
• Start tracking and growing your business with ease.

Frequently Asked Questions

Can I use this on mobile?
Yes! Google Sheets works on mobile devices, so you can update your CRM on the go.

Do I need coding skills?
No coding needed! The template includes pre-built automation and detailed instructions.

Can I customize the template?
Absolutely, the template is fully customizable to your needs.