Client CRM Spreadsheet | Sales Tracker | Customer Management System | Excel & Google Sheets

Take full control of your clients, customers, deals, and follow-ups with this Client & Customer CRM Spreadsheet, a powerful yet easy-to-use customer relationship management system built entirely in Excel and Google Sheets.

This spreadsheet CRM is designed for small businesses, freelancers, consultants, sales professionals, coaches, real estate agents, agencies, and service providers who need a simple, affordable alternative to expensive CRM software.

Unlike basic contact spreadsheets, this CRM automatically tracks last interactions, deal stages, follow-ups, tasks, and sales pipeline performance, giving you a clear, organized view of your entire business in one place.

Who This Spreadsheet Is For

This CRM spreadsheet is ideal for:

• Small business owners managing clients or customers

• Freelancers and consultants tracking leads and follow-ups

• Sales professionals managing deals and pipelines

• Coaches, real estate agents, and service providers

• Anyone who wants a no-subscription CRM system

• Users who prefer Excel or Google Sheets over software tools

No technical skills required.

What’s Included (7 Fully Integrated Tabs)

1. Master CRM

Your main control center.
Tracks all clients and customers with:

• Contact information

• Client type (lead, prospect, customer)

• Deal stage and deal value

• Automatically calculated last interaction date

• Automatically calculated next follow-up date

• Client status and notes

This tab gives you an instant overview of your entire client base.

2. Interactions Log

Tracks every call, email, meeting, or demo.

• Interaction date and type

• Contact person

• Outcome (positive, neutral, negative)

• Follow-up actions

The Master CRM updates automatically from this log.

3. Deals Pipeline

A dedicated sales pipeline tracker.

• Multiple deals per client

• Deal stage, probability, and value

• Expected and actual close dates

• Win/loss tracking

Perfect for forecasting and sales management.

4. Follow-Ups & Tasks

Never miss a follow-up again.

• Task type, due date, priority, and status

• Automatic overdue and upcoming task highlights

• Used to calculate next follow-up dates in the Master CRM

This tab acts as your daily task manager.

5. Client Details

Stores extended client information without clutter.

• Billing and shipping details

• Contract dates

• Payment terms

• Referral sources and tags

Ideal for long-term customer management.

6. Dropdowns & Settings

Controls consistency across the entire CRM.

• Deal stages

• Client types

• Interaction types

• Task priorities and statuses

• Industries

You can customize all dropdowns to match your business.

7. Dashboard

A built-in analytics overview.

• Active client count

• Open deals and pipeline value

• Tasks due today and overdue

• Deals by stage chart

Perfect for quick performance checks.

How to Use the Spreadsheet

1. Add clients to the Master CRM

2. Log calls, emails, or meetings in Interactions Log

3. Track sales opportunities in Deals Pipeline

4. Schedule and manage tasks in Follow-Ups & Tasks

5. Review performance instantly in the Dashboard

The spreadsheet handles the calculations automatically.

Key Benefits

• No monthly fees or subscriptions

• Works in Excel and Google Sheets

• Beginner-friendly but powerful

• Fully customizable

• Professional CRM system in spreadsheet form

• Instant download

File Details

• Format: XLSX

• Compatible with Excel & Google Sheets

• Digital download only

• Lifetime access