How to Use Google Sheets as a CRM | Tutorial & Free Template (50,000+ Downloads)

In this Google Sheets CRM tutorial, we show how you can use this free Google Sheets CRM to manage contacts, track leads, organize clients, and grow sales. Copy the template and use the spreadsheet either in Google Sheets or Excel: — Minimal data entry (only one sheet and tab to fill out) — Color-coded follow-ups (sorted by due dates) — Simple dashboard with automatic calculations — Dynamic contact management (prioritized contact list) — Free access (no strings attached, easy to download) — Different views for faster contact segmentation — Easily customizable (a demo and instructions included) — Downloaded by over 50,000 small businesses and solo founders If you're looking for a CRM template in a spreadsheet, this is the best free CRM template in Google Sheets/Excel. ►📄Download this FREE Google Sheets CRM template: https://docs.google.com/spreadsheets/... ► Compare different free CRM spreadsheet templates in Google Sheets & Excel: https://www.onepagecrm.com/blog/crm-s... ► Try out OnePageCRM (rated as one of the best small business CRMs) 21 days FREE (no credit card required): https://www.onepagecrm.com/?cid=youtube ► Follow us on social Twitter:   / onepagecrm   LinkedIn:   / onepage-crm   Facebook:   / onepagecrm   Instagram:   / onepagecrm   ►If you found this video helpful, don't forget to like and subscribe! 00:00 Google Sheets CRM 00:35 Follow-up reminders in Google Sheets 02:15 Table views and filters 03:17 Adding new follow-up reminders 03:40 Customizing drop-down lists 04:15 Free Google Sheets add-ons 05:36 Dashboard & calculations 07:03 Transitioning to a simple CRM 07:46 Action Stream 09:54 Focus Mode 10:16 Contact pages 11:18 Full email sync 12:18 Catalog 13:22 Reminders 13:44 Email inbox 14:14 Pipeline 14:37 Dashboard 14:58 Recap ► Watch the Google Sheets CRM tutorial in other languages German:    • Das beste KOSTENLOSE einfache CRM in Googl...   Spanish:    • El mejor CRM sencillo y GRATUITO en Google...   ► Not sure when to switch from a Google Sheets CRM? Watch videos below:    • CRM vs Spreadsheet for Small Business | Wh...      • CRM vs Excel Spreadsheet | When to Upgrade...