sales crm google sheets

Measure What Matters! Take Charge of Your Sales Process

Sales CRM Google Sheets template for small businesses.

Lead generation to lead closure – Track and improve sales performance using the Sales CRM Google Sheets template.

Video Demo of Sales CRM Google Sheets

Video Demo: How to use Google Sheets Sales CRM Template?

This template is made for small businesses, freelancers and independent professionals. You don’t need to pay monthly or annual subscription fees to use this sales CRM template.


Features

This Google sheets template is an excellent CRM tool to keep a track of your sales leads – from start to end.

  1. Keep a track of all your sales leads.
  2. Monitor lead source wise conversion.
  3. Monitor staging of leads and time taken to close. Take actions to expedite.
  4. Monitor team performance – conversion %, open deals etc.
  5. Track month on month performance.
  6. Plan lead requirement for subsequent months to meet annual sales target.
  7. Marketing Budget Planner to plan spends across various marketing channels.

One of major reasons why companies struggle with sales is missed follow ups. Using the CRM template takes care of that. You are always on top of all the leads and easily check overall performance as well as status of each individual lead.

Get your copy now and take control of your sales revenue.

You get a complimentary copy of the LMS Pro (Sales CRM in Excel) with this purchase.

Product Snapshots

Given below are screenshots of the dashboard and other reports in the CRM templates.

Click here to download other business tools and templates.