The CRM Spreadsheet Template
A fully functional CRM in Google Sheets. Contacts, companies, deals, tasks, activities, and a live dashboard — all in one file. Free to use, no sign-up required.
No email required. Click "Make a copy" and start using it.
Template preview — 6 tabs with live data
What is inside
Six interconnected tabs that give you a complete CRM system in a spreadsheet.
Contacts
Track every person with name, email, phone, company, status, source, last contacted date, and custom notes. Data validation on status and source fields.
Companies
Company profiles with industry, size, website, revenue, and associated contacts. Automatic contact count using COUNTIF formulas.
Deals
Sales pipeline with deal name, value, stage, probability, expected close date, and assigned owner. Weighted pipeline value calculated automatically.
Tasks
Task management with due dates, priority levels, assigned owner, and linked contact/deal. Conditional formatting for overdue tasks.
Activities
Activity log for calls, emails, meetings, and notes. Linked to contacts and deals for full interaction history.
Dashboard
Live charts showing pipeline value by stage, deals won vs. lost, activity trends, and contact growth. Updates automatically as you add data.
Built-in features
Not just a blank spreadsheet — this template includes formulas, validation, and formatting out of the box.
Spreadsheet vs. Sambandh CRM
A spreadsheet is great for getting started. Here is when you might want to upgrade.
| Feature | Spreadsheet | Sambandh CRM |
|---|---|---|
| Price | Free | Free / $19 Pro / $49 Teams |
| Setup time | 5 minutes | 5 minutes |
| Contact limit | Unlimited rows | 50 free, unlimited on Pro |
| Integrations | Manual / Zapier | Native Stripe, Supabase, Clerk |
| Email tracking | No | Yes |
| Pipeline automation | No | Yes |
| Email campaigns | No | Yes (BYOK Resend) |
| Multi-user collaboration | Google Sheets sharing | Built-in roles and permissions |
| Mobile app | Google Sheets app | Web + macOS desktop |
| Data privacy | Google owns the infra | GDPR compliant, export anytime |
Frequently asked questions
Is this really free?
Yes, completely free. No sign-up, no email required. Just make a copy and start using it.
Does it work with Excel?
The template is designed for Google Sheets but can be downloaded as .xlsx for Excel. Some formulas may need adjustment.
How many contacts can I track?
Google Sheets supports up to 10 million cells, so practically unlimited for CRM purposes. Performance may slow down past 10,000 rows.
Can multiple people use it at the same time?
Yes, Google Sheets supports real-time collaboration. Share the sheet with your team and everyone can edit simultaneously.
When should I upgrade to a real CRM?
When you need email integration, automated follow-ups, multi-user permissions, or when you hit 500+ contacts and the spreadsheet feels slow.
Can I customize the fields?
Absolutely. It is a spreadsheet — add, remove, or rename any column. Just be careful not to break the formulas on the Dashboard tab.
Get the template
Start managing your customers in minutes. Free, no sign-up required.