Customer Management with Google Sheets — CRM Template 2027

Table of Contents

1. Simple CRM in Google Sheets
2. Template Features
3. Follow-up Automation

Simple CRM in Google Sheets

Not every business needs Salesforce. For teams of 1-10 people, a Google Sheets CRM provides 80% of the functionality at 0% of the cost.

Our template tracks: customer contact info, interaction history, deal pipeline stages, follow-up dates, and lifetime value.

Template Features

Contacts Sheet: Name, company, phone, email, Zalo, Facebook, address, source (referral/website/event), and notes.

Interactions Sheet: Log every call, meeting, email, and message. Links to contact via ID.

Pipeline Sheet: Kanban-style deal tracking with stages: Lead, Qualified, Proposal, Negotiation, Won, Lost.

Dashboard: Pipeline value, conversion rate, average deal size, and top customers by revenue.

Follow-up Automation

Use Apps Script to send automatic follow-up reminders. The script checks the next follow-up date and sends you a daily digest of contacts to reach out to.

Integration with Google Calendar: automatically create follow-up events for each customer interaction.