Customer Relationship Management (CRM) is essential for every business as it helps to manage and organise customer data effectively. With the increasing demand for CRM tools, Google Sheets has become an attractive and cost-effective option for businesses of all sizes. In this blog post, we will discuss the Best Google Sheets CRM Template of 2023. We will also compare Google Sheets with Microsoft Excel to see which option is best for your next project.

What is Google Sheets?

Google Sheets is a cloud-based spreadsheet program developed by Google. It allows users to create, edit, and share spreadsheets online. It’s part of the Google Drive suite of office applications, which also includes Google Docs, Google Slides, and more. Google Sheets has many powerful features, such as collaboration, sharing, automation, and integration with other Google services. With Google Sheets, you can create and manage a wide range of documents, from simple to complex spreadsheets.

Google Sheets vs. Microsoft Excel

Google Sheets and Microsoft Excel are both spreadsheet programs, but they have some differences. Excel has been around for much longer and is generally more powerful and feature-rich than Google Sheets. Excel also has more advanced data analysis and visualisation tools, making it more suitable for complex projects. On the other hand, Google Sheets is more affordable and accessible since it is cloud-based and free to use. Additionally, Google Sheets has a simple user interface that makes it easy to use, even for beginners.

Top 7 (8) Google Sheets CRM Templates

Close CRM

Close CRM offers a free Google Sheets CRM template that allows you to manage your contacts and sales processes. It’s easy to use, and it comes with some features such as automatic data backup, automation, and real-time reporting.

Zapier

Zapier offers a free Google Sheets CRM template that can be used to manage contacts, leads, and customers. It’s simple to use, and it comes with a visual dashboard that shows progress towards your sales goals.

Google Sheets Template Gallery

The Google Sheets Template Gallery provides dozens of free templates that can be used for various purposes, including CRM. You can access templates for project management, timekeeping, budgeting, and more.

Vertex42

Vertex42 is an add-on for Google Sheets that provide free templates for various purposes, including CRM. You can use the templates to manage your contacts, sales processes, and customer information.

Copper CRM

Copper CRM is a CRM system made for G Suite, and it has a Sheets template that connects with other Google Apps such as Gmail, Calendar, and Hangouts. You can manage all your contacts and histories in worksheets, and it comes with opportunity dashboards.

ClickUp

ClickUp offers a free Real Estate CRM Template that is useful for agents and agencies who need to make informed decisions quickly. It allows you to organise in-progress deals, stay in touch with high-value customers, and make data-driven decisions.

Smartsheet

Smartsheet is a paid template solution that manages your projects and creates automated processes. It allows you to scale with enterprise-level programs and this can all be completed in one simple platform.

Google Sheets

Google Sheets itself have over 100 templates ready for your project. From CRMs to Budget planners, there is no need to create your next Google Sheet from scratch. With the option to download over 1000 templates created by Goole Sheets users, you’ll always find what you’re looking for.

With so many great solutions for your Google Sheets template, it can be difficult to know where to look first. I hope you found our selection valuable for your next project.

We personally prefer Microsoft Excel due to its endless list of features, power and capabilities but there is a time and a place for Google Sheets.

With its always-online features, ease of collaboration and the ability to use the same features on a mobile or tablet, light ‘excel’ use is a breeze with Google Sheets and its template functionality.

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