Google Sheets is easy to turn into a simple CRM system to keep track of your most crucial customer-related information, but it’s not for everyone. For example, integrating Google Sheets with Facebook Lead Ads via Zapier enables you to automatically create a new row in the spreadsheet each time a new lead on Facebook interacts with your ad. You can also use Zapier to automate spreadsheet tasks like adding a new lead to your list. This way, you can automatically create or edit spreadsheets directly from within other apps. Integrate Google Sheets with other apps your sales team already uses, such as CRMs, web form builders, and work management platforms. Below are some samples of simple functions that you can add to your spreadsheets: Configure Simple Sales Formulas & AutomationsĪfter naming the columns in your various tabs, it’s time to add automation functions (to create a working CRM in a Google Sheets system). It shows you a quick summary of the status of your sales outreach and projected revenues for each month and deal stages.Ĥ. Deal value: Based on the total amount in your deals tab, this column auto-calculates the amount for each deal stage using the data referencing formula.Agent assignments: Auto-calculates the value of deals each agent is handling.Deal stage: Lets you see how many deals there are in each stage.Total opportunities: Auto-calculates the number of deals in your Deals tab.Our free CRM Google Sheets template also includes graphs beside each section, which you can use for visual reports. This provides a quick overview of your sales projection for a specified time frame and is mostly based on values inputted on the Deals sheet. Then, we’ll drill down into the specific data each sheet captures by creating a column for each snippet of information. In our example, we’ll track only contacts, deals, and sales status. Since you’ll be manually adding most of the data at the onset, you don’t want to give yourself more work than necessary. We recommend tracking no more than three separate sales process data sets as you get used to working with Google Sheets as a CRM. It’s more challenging to make workflow changes down the road without the advanced data management tools standard CRMs offer. Identifying this information upfront saves time and effort later. You must also determine what data to extract from your deals and contacts. The first step in setting up your CRM on Google Sheets is to decide what types of customer data you want to track, such as the deal stage and value.

Identify Information & Data to Be Processed in the CRM Follow these steps to get started, and check out our bonus tips at the end of the article on how to maximize this free Google Sheets CRM template. Spreadsheet: The entire document that contains your worksheetsĬreating a CRM using Google spreadsheets is simple-especially if you’re familiar with using Google Sheets or Microsoft Excel.Worksheet (Sheet): The set of columns and rows that make up a spreadsheet.Formula: Combination of functions, rows, cells, columns, and ranges that generate a specific result.Function: A built-in operation used to manipulate data or to quickly calculate values within a cell, row, column, or range.Range: A series of cells across a row, column, or both.Cell: A single data point within a Google Sheet.

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