Build a Simple Client CRM in Google Sheets
Build a Simple Client CRM in Google Sheets
Track leads, clients, follow-ups and income in one spreadsheet, with a ready-made template included.
- Ready-made CRM spreadsheet template
- Pipeline stages and follow-up dates
- Weekly 15-minute CRM routine
What's inside
- Start here
- Set up in thirty minutes
- The ten-minute weekly routine
- Using the dashboard
- Customise and grow
- Tab-by-tab guide
- Worked example: a month in the CRM
- Troubleshooting
- Your setup checklist
Each chapter ends with a summary and action steps, with worked examples, scripts, checklists and fill-in templates throughout.
Who it's for
Freelancers and small businesses tracking clients in their head, inbox or scattered notes.
Format
Ebook + template: 13-page PDF guide plus a ready-made .xlsx Client CRM (Pipeline, Clients, Follow-Ups, Dashboard), in one ZIP.
Instant digital download
Download straight after purchase. Nothing is shipped. Original content by Epic Collections, licensed for use in your own business; please don't resell or share.
Works in Google Sheets, Excel, LibreOffice and Numbers. Not affiliated with Google.
Common questions
What format are the files?
Word, Excel, CSV and plain text. They open in Microsoft Office, Google Docs and Sheets, or LibreOffice.
Is this legal, tax or financial advice?
No. Templates and notes are practical starting points. For contracts, tax or compliance, check with a qualified adviser.