The free CRM template for teams that aren't ready for a CRM (yet)
Track leads, manage your pipeline, and close deals — all in Google Sheets. When your team grows past what a spreadsheet can handle, Close is waiting.
Acme Robotics=SUMIF(Leads!D:D,"<>Won",Leads!E:E)Already feeling the limits of a spreadsheet?
If updates are getting lost and follow-ups are slipping, you're ready for a real CRM. Close takes minutes to get up and running.
Everything a small team needs to stay on top of a pipeline
This free Google Sheets template gives you a working CRM — without buying software.
Lead & opportunity tracking
Log every deal with company info, contact details, stage, value, and assignee.
Pipeline dashboard
A live visual summary of open, closed, and won opportunities — plus total potential revenue.
Customizable stages
Edit the status and stage options to match your actual sales process.
Assign to reps
Split the pipeline across your team and see who owns what at a glance.
A spreadsheet CRM makes sense when…
If any of those sound like you, this template is the right starting point.
Great until you outgrow it
A spreadsheet gets you started. Here's what changes when a real pipeline outgrows a tab.
Free CRM template for Google Sheets
A simple lead list and pipeline dashboard. Copy it, customize it, start closing.
Download Free TemplateWhen you outgrow it, try Close free.
Close fills the gaps a spreadsheet can't
Automated follow-ups, real-time pipeline, built-in calling and email — without the enterprise setup. Most teams are running in a day.
You're all set
Your copy is ready. Open it in Google Sheets and start adding leads.
Open the templateWhen you outgrow it, try Close free.