Small Business CRM Dashboard

Small Business CRM Dashboard – Google Sheets Template for Leads, Deals & Task Management

Organize, track, and grow your small business with ease using this Small Business CRM Dashboard template built in Google Sheets. Whether you’re a solopreneur, agency, freelancer, or small team, this dashboard gives you a clean, ready-to-use system to manage contacts, leads, deals, tasks, and interactions, no coding or advanced spreadsheet skills required.

What’s Included

• Contacts tab — store names, company, email, phone, status, lead source & notes
• Deals / Pipeline tab — track potential deals, stages, values, close dates
• Task Management tab — assign tasks, due dates, status
• Interaction Log tab — record calls, emails, meeting notes, follow-ups
• Pre-built formulas, conditional formatting, and dashboards that auto-update

Benefits for Your Business

• Save time: Skip building a CRM from scratch
• Centralize data: Keep leads, deals, and communications in one place
• Visual insights: See what’s moving in your pipeline at a glance
• Scalable: Fits a one-person business or small team
• Easy to use: Google Sheets based — accessible on web or mobile

Use Cases

• Freelancers managing client leads
• Small agencies or consultancies
• Startups tracking early-stage sales
• Service providers (designers, marketers, coaches)
• Small businesses needing a lightweight CRM

Why Choose This Template

• No installs or software needed — all you need is a Google account
• Affordable vs full CRM tools — gives structure without monthly fees
• Fully editable — change, expand, or adapt as your business evolves
• Instant access — you get it immediately after purchase

How It Works

1. After payment, you’ll receive PDF link to a view-only Google Sheets file.
2. Make a copy to your own Google Drive (File → “Make a copy”)
3. Begin entering your contacts, deal data, tasks, and interactions
4. The dashboard and formulas will automatically reflect updates
5. Customize the template further if desired (colors, columns, filters)