Is the CRM template free?

Yes, HubSpot’s CRM template for Excel and Google Sheets is completely free.

What is a CRM spreadsheet?

CRM stands for "customer relationship management." A CRM spreadsheet helps you keep track of your company's interactions with the people who buy your product or service. By analyzing the customer relationship data, you can leverage a CRM spreadsheet to improve your business processes and improve sales.

Free CRM Spreadsheet Template for Excel and Google Sheets

Track customer relationships, sales activities, and follow-ups when you're managing your first 25-50 customers. Perfect for learning CRM basics before graduating to HubSpot's free CRM software.

Set up in 15 minutes - no technical skills or setup required
Perfect for 2-6 months managing your first 50 customers
Learn what customer data matters before investing in software
Import to HubSpot's free CRM in 5 minutes when you're ready

How to use the CRM spreadsheet template

Download the CRM spreadsheet as an Excel workbook or in Google Sheets.

Begin by reading the instructions in the first tab called "Start Here."

Then, customize the Dropdowns in the Dropdowns tab to match your sales process.

Complete the missing information in the tabs called Organizations, Contacts, Opportunities, and Interactions. Be sure to keep them up to date.

Track your sales data in the Dashboard sheet. It shows your sales pipeline, the value of your open opportunities, number of contacts, and other essential information.

NEW

Connect Your CRM Template to HubSpot

Want to bridge the gap between your spreadsheet and a full CRM? You can now connect your Google Sheets CRM template directly to HubSpot using the HubSpot for Sheets CRM Connector.

This integration allows you to:

Sync your data seamlessly between Google Sheets and HubSpot CRM
Maintain your familiar spreadsheet workflow while gaining access to HubSpot's powerful CRM features
Automatically update records in both directions, keeping your data consistent
Scale gradually from a simple template to a comprehensive CRM solution without losing your existing data

Getting started is simple—install the HubSpot for Sheets CRM Connector from the Google Workspace Marketplace and connect your spreadsheet to HubSpot in minutes.

This free CRM template is perfect when you're just starting out with customer relationship management. Use it if you're:

✓ Managing your first 25-50 customers or leads The template comfortably handles this volume with 1-2 hours of weekly maintenance. Once you're tracking more than 50 active relationships, manual updates become time-consuming.

✓ In your first 2-6 months of business Most entrepreneurs use this spreadsheet approach while they're still figuring out their sales process. It helps you understand what customer data actually matters before committing to CRM software.

✓ Testing your sales workflow Use the template to experiment with different sales stages, contact fields, and follow-up schedules. This learning period is valuable - you'll know exactly what features you need when you're ready for automated software.

✓ Bootstrapping with limited budget The template is completely free and works in tools you already have (Excel, Google Sheets). It's perfect while you're keeping costs minimal.

While a CRM template kick-starts your sales strategy, you’ll still need to input your data to start reaping its benefits.

1. Customize the template

Adjust the template to meet your business requirements. Add or remove fields, customize categories, and tweak the processes to align with your sales pipelines.

2. Enter customer data

Input customer data into the template, including names, email addresses, phone numbers, and company details. Plus, enter information like the communication channel, concerned topic, and account managers.

3. Configure follow-up tasks

Use the CRM spreadsheet template to assign follow-up tasks and set due dates and reminders.

Alternatively, if you want something more powerful, you can use HubSpot’s free CRM software to keep track of your contacts.

After populating the CRM template with your business data, follow these best practices to use it properly.

Generate reports

Use the data inputted in the template to visualize customer trends, track sales performance, and identify areas of improvement. You can leverage these insights to optimize your customer relationship management.

Update immediately after interactions

Don't wait until end of week to update your CRM spreadsheet. Update your customer records regularly - add new contacts, update existing contacts, and record recent transactions to ensure accuracy.

Train staff

Provide training on how to use the CRM spreadsheet template. Plus, create relevant guidelines for consistent data entry to avoid running into data quality issues.

Keep notes brief but specific

Include what was discussed (specific products/services), what was needed (quantities, features, timeline), who are involved in the decision-making, next steps and concerns. 2-3 sentences are enough, capture the essentials.

	CRM Spreadsheet Template	HubSpot Free CRM
Timeline	First 2-6 months	Scaling beyond 50 contacts
Capacity	25-50 active customers	Unlimited contacts
Setup time	15 minutes	Import spreadsheet in 5 minutes
Time investment	1-2h/week manual updates	20 min/week
Follow-ups	Set your own reminders	Automatic notifications
Email tracking	None	See when customers open emails
Team access	Limited (Google Sheets only)	Unlimited users, role-based permissions
Mobile access	Very limited	Full mobile app
Cost	Free
Learning	Understand what data matters	Best for scaling - automate as you grow

Benefits of a CRM template

A CRM spreadsheet template helps businesses manage information related to customer relationships, including potential leads, sales opportunities, and customer interactions. By opting for a ready-made template, you can expect the following benefits:

Ease of use

A CRM spreadsheet template gives your business a head start. Instead of building your in-house blueprint from scratch, you can make a copy of the CRM template in Google Sheets or Excel and start reaping the benefits.

Customization

With a CRM template in Google Sheets or Excel, you have the flexibility to customize it to meet your business’s needs. You can adjust fields, add different data entry formats, and change layouts to find what works for you.

Accessibility

Opting for a CRM template in a cloud-based solution, such as Google Sheets, allows for easy access from any device. As a result, you can encourage collaboration among your workforce.

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_{These are templates provided for your convenience and use. Nothing on this page creates an attorney client relationship and is not legal advice. If you want professional information, please consult your own attorney.}