But be aware that while Google Sheets is free, the templates might not be.įor example, Copper has created its own CRM template for Google Sheets but charges $25 per month per user billed annually for the service. In addition to tracking contacts and leads, for example, it will need to be able to help you with relationship management or analytics.įortunately, it's easy to find thorough and well-designed templates online. ![]() Make sure this template does everything you need it to. The first step to setting up a sales funnel spreadsheet is to find a template. If you’re not interested in paying through the nose for some specialty software, or you just want to whip up a quick spreadsheet to move customers through the sales pipeline without all the complexities of other CRM software, then a Google Sheets sales tracker may be appealing.īut how do you get started? This guide will break down how to use Google Sheets as a CRM platform that will satisfy your basic needs. ![]() And, they’re all extremely effective and helpful for getting the job done.īut Google Sheets offers two distinct advantages that most software options can’t promise: It’s completely free, and you’re probably already familiar with how to use it. As a salesperson, you have a multitude of customer relationship management (CRM) software platforms to choose from these days.
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