The second option is to use a pre-made Google Sheet CRM template. You can choose from several free online templates, including those from popular CRM tools like Close CRM, Hubspot CRM, and ActiveCampaign CRM.
These templates are designed in a simple way to help you get started quickly and customize your CRM to your needs.
Let’s learn a little more about each template
HubSpot Google Sheets CRM Template
You can download the HubSpot CRM template as a Google Sheet or Excel workbook. It comes with multiple tabs such as Organizations, Contacts, Opportunities, and Engagements.
HubSpot Google Sheets CRM Screenshot
Additionally, on the first tab, “Start Here,” you’ll find recent mobile phone number data a sales dashboard with essential information and instructions.
To get started with the HubSpot CRM Google Sheets template, download it here.
Hubspot Google Sheets CRM Screenshot
ActiveCampaign CRM Template
If you choose the ActiveCampaign CRM to create charts in google sheets template, you’ll see that it only has three tabs.
The first includes instructions for using the template. The second, ‘CRM Dashboard,’ provides an overview of key figures. Finally, the ‘CRM Template’ has customizable columns.
Take a look at the template below:
Screenshot of the ActiveCampaign CRM Google Sheets Template
Close Google Sheets CRM Template
Close’s Google Sheets CRM template, called SalesTable, allows you to view a simple and organized list of your active leads.
You can assign leads to a sales rep, track khb directory important dates, and assess the potential value of each open opportunity.
What makes this template interesting is the way the dashboard presents your key sales metrics in a visually compelling format. It includes an interactive chart that dynamically updates the number of deals in each stage of the sales process.
Close Google Sheets CRM Template
To use any of the templates above, open the template. Then, click “File” in the menu.
Next, click “Make a Copy” and create a copy of the template in your preferred Google Drive folder.
