CRM Tracker Template in Google Sheets

CRM Tracker Template in Google Sheets

A complete and easy-to-use Customer Relationship Management (CRM) solution built entirely in Google Sheets, perfect for managing leads, clients, and sales pipelines in one place.

🔍 What’s Included:

Dashboard Tab

A visual overview of your CRM activity with auto-updating charts from all key tabs.

Includes filters to explore specific data sets and monitor performance across the CRM.

Contact, Companies, Interactions, Deals and Tasks Tabs

Each tab features a clean layout with interactive filters, editable tables, and live charts.

Seamless data connection across tabs, for example, selecting a company in the Deals tab automatically references the correct contact from the Contacts tab.

Settings Tab

Customize dropdown lists for Statuses, Sources, Tags, Types, Assigned Users, Stages, and Industries.

All updates here reflect automatically across the entire CRM system.

Check video for more:

▶ This is a digital product

After purchase, you will immediately receive a link to download a .zip package OR direct .pdf file.

To use the product just unzip the package, or download the pdf file.

Refunds and cancellations are not accepted due to the digital nature of this product. However, if you experience any issues, please do not hesitate to contact me.

▶ Terms of use

After buying the product, you can edit it and make as many copies as you want, and use it in your home or business. However, you may not resell, give someone, or reproduce to create a new product for resell.

If you have any questions do not hesitate to contact me.