Simple CRM & Sales Pipeline Template for Google Sheets
The Simple CRM & Sales Pipeline keeps your clients and deals organised without a monthly software bill. Log each lead, record contact details and notes, and move deals through clear stages from first contact to closed. It is built for freelancers, virtual assistants, coaches, and consultants, and works in Google Sheets and Excel.
Client Management Without the Software Subscription
A dedicated CRM is overkill — and an ongoing cost — when you have a manageable list of clients. This spreadsheet gives you the essentials: a single place for names, contact details, notes, and the status of every relationship, so nothing falls through the cracks and you owe no one a monthly fee.
Track Every Lead from First Contact to Closed Deal
Each lead moves through stages you can see at a glance — new, in conversation, quoted, won, or lost. The pipeline view shows how many deals sit at each stage and their value, so you know whether you have enough in the works to hit your goals and where deals are getting stuck.
For Freelancers, VAs, Coaches, and Consultants
If your business runs on relationships and follow-ups, this template keeps them on track. Log when you last spoke to someone and what you agreed, so a quick scan reminds you who to follow up with and when — the small, consistent habit that turns leads into clients.
What's Included
- Single client list with names, contacts, and notes
- Pipeline stages from first contact to won or lost
- Deal value per lead and totals by stage
- Last-contacted and follow-up columns
- At-a-glance view of how many deals sit at each stage
- Editable stages and fields to match your process
- Works in Google Sheets and Microsoft Excel
Frequently Asked Questions
Do I really need CRM software, or is a spreadsheet enough?
If you have a manageable number of clients, a well-structured spreadsheet covers the essentials — contacts, notes, and deal stages — without a monthly subscription. This template gives you that, and you can always move to software later if you outgrow it.
Can I customise the pipeline stages?
Yes. The stages and fields are fully editable, so you can match the steps your own sales process actually uses.
Who is this template for?
It is built for freelancers, virtual assistants, coaches, and consultants — anyone whose business runs on client relationships and follow-ups rather than a high volume of transactions.
Does it work in Google Sheets?
Yes. It opens in Excel and imports into Google Sheets, and the pipeline view and totals work the same in both.