Embedded Files
✨ This template is a lightweight CRM for small teams, solo founders, agencies, and SMBs. ✨
Use it when you want to track Clients, Leads, Deals, Interactions, and Tasks inside Google Sheets—
with zero manual cell typing, clean forms, simple automations, and an interactive dashboard.
📹 Watch the full tutorial to learn how to use every feature step-by-step!
🔥 Great for:
• B2B services, agencies, and freelancers
• Real estate, training/coaching, account management
• Nonprofits tracking donors/sponsors
Why this template:
• Forms-only entry (no typing in cells) with automatic IDs
• Clear pipeline stages, owner filters, and date filters
• Charts for leads, pipeline value, forecasts, tasks, activity, wins/losses, and funnel
• Optional daily email reminders for tasks
• Easy to share with your team (it’s just a Google Sheet)
What’s Inside
"• Dashboard — your home screen with filters and charts
• Client List — customers/organizations (auto IDs: CL-…)
• Leads — prospects you’re working (auto IDs: LEAD-…)
• Deals — opportunities tied to a Client ID (auto IDs: DEAL-…)
• Interactions — calls/emails/meetings (auto IDs: INT-…)
• Tasks — to-dos with due dates and owners (auto IDs: TASK-…)
• Settings — company name, team, stages, sources, statuses
• Email Templates — wording for reminder emails
• Calc (hidden) — helper sheet that charts read from"
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Have a Great Day!😀
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