CRM & Sales Templates for Google Sheets

Before a sales team has software, it has a spreadsheet — and for a surprising number of teams the spreadsheet stays the better tool. This section gathers CRM and sales templates for Google Sheets: contact and pipeline sheets, lead lists and commission math, downloaded free as .xlsx for Google Sheets or Excel.

Using Google Sheets as a CRM

A CRM in Google Sheets is a disciplined contact list: one row per deal or relationship, columns for stage, value, last contact and next step. What it lacks in automation it returns in honesty — every field is visible, nothing hides behind a view you never configured. For one person, or a team that fits around one table, that is usually the right trade.

Lead tracking templates and sales trackers

The lead tracking sheet works the top of the funnel: where each lead came from, who owns it, what happened last. The sales tracker works the bottom: what closed, when, for how much, against which target. Keeping them as two tabs of one file means the awkward middle — leads that stall — shows up as rows in neither, which is precisely the report most teams are missing.

Commission tracking in a spreadsheet

A commission spreadsheet template removes the monthly argument: deals in rows, the rate rules in formulas, a per-rep total nobody had to compute by hand. The mechanics stay transparent — anyone can audit the formula behind their own payout, which is most of what people want from commission tracking. Price lists and quote sheets, the documents commissions get computed from, follow the same one-tab logic.

When a spreadsheet CRM is enough — and when it isn't

The honest boundary: a spreadsheet CRM works while one person can still read every row. When follow-ups need automating, emails need to log themselves and three people edit the pipeline at once, you have outgrown it — and the rows export cleanly into whatever you graduate to. Until then, the sheet costs nothing and answers fast. The invoices your closed deals turn into live under invoice templates, and the opening guide covers opening the .xlsx in Google Sheets.