Google Sheets CRM

A robust, battle-tested agency client management dashboard and CRM template for Google Sheets.

Ever forget to send an invoice until a month after a project finished? Lose track of a new client or project for a few days? Or perhaps you're getting so many new leads that it's become harder to keep up!

If this sounds like you, then the Google Sheets CRM can help streamline your client management operations in a matter of minutes.

Traditional CRM software tools are too overwrought for most agencies, service providers, and small businesses. Ever wish you could simply copy-paste your contacts into a spreadsheet to manage clients? With this 100%-customizable Google Sheets CRM template, you can do exactly that & more!

A tried & tested CRM: created by an agency with 100+ clients/yr.

This template is trusted by hundreds of happy customers, and was created for and copied directly from the Google Sheet used by a leading creative agency serving over 300+ award-winning clients.

• Quarterly & annual dashboards
• Job category & source reports
• Customer & prospect tracking
• Auto-refresh from Gmail labels
• Time tracking with Toggle API integration
• Powerful pivot tables
• Client leaderboards & scoring

Pay $39 just *once*, not $100's per month!

This is not a subscription: pay just once, and get your own CRM for life!

Realistically, this product could've been priced at $200+ — for comparison, the most popular CRMs like HubSpot and Salesforce cost thousands of dollars every month.

Enjoy lifetime updates free

We're constantly updating this product: we use this very same Google Sheets template every day for our own consulting businesses, and are always making improvements!