How to use Google Sheets as a Simple CRM

Using Google Sheets as a CRM

Are you looking for ways to organize your leads’ names and basic information? 

Google Sheets can be used for Customer Relationship Management (CRM) for your current and potential customers.Your CRM will retain all important data regarding your customer related information. Using Google Sheets enables you to create a CRM for you and your team to view, edit, and analyze at essentially any locations. 

Will Google Sheets work as a CRM for my business?

Google Sheets is completely free, manageable from any locations, and can be accessed by up to 5 users which makes it perfect for small businesses. Companies that do not have the budget to invest in a CRM, have less than 10 employees or no more than 500 unique contacts should consider using Google Sheets for a CRM. 

How to make a Google Form for your Simple CRM :

  1.  Create a contact information sheet 
    1. Your Contact Information Sheet should include a place to fill out general information 
      1. For example: Name, Company Name, Email, and Phone Number
Google Form for your Simple CRM
  1. Then go to responses, and click the green create spreadsheet button on the right side of your screen
Create Google Spreadsheet
  1. Choose create a new spreadsheet
    1. Name the Spreadsheet and hit create
Create a New Google Spreadsheet
  1. Google Sheets generates the column headings from the contact information sheet
Google Sheets Contact Information Sheet

Do you want to connect your Facebook Leads to your google sheet? More on how to use LeadSync’s Google Sheets integration to input your Facebook leads to your Google CRM

How to create a sales tab in Google Sheets

  1. Click the bottom left “+” to add a new tab
    1. Double click to rename the tab  — “Sales”
  2. The column headings on this tab should include;
  • Name of prospect (Can be linked to the contact responses page with their contact information — i.e. phone number, email address, website,  location, etc.)
  • Source of prospect — how you found the potential consumer
  • Date of initial contact — when you last contacted this person
  • Contacted by — list whether it was in person, over the phone, or via email (Contact log — a sheet full of contacts and notes with the prospect with information about calls and updates)
  • Follow-up — did you follow up?
  • Last contacted — the last time you contacted them 
  • Lead nurturing stage — on a scale from 1 to 4 how close are you to closing the sale (can be specified to your business)
    • 1 = aware but uninterested
    • 2 = interested
    • 3 = verbally committed
    • 4 = closed
  • Estimated opportunity value — an estimate of how much the prospective sale would bring 
Google Sheets Sales Tab

Ways to Use Your Google Sheets CRM

Utilizing spreadsheets enables users to create different worksheets to summarize all of their available data. Google users should take advantage of the built-in features, such as spreadsheets, because they will be able to complete CRM related tasks in minutes versus hours. Google Sheets tools are easy to use, more efficient, and can save managers a considerable amount of time. 

Sort Features — 

Take advantage of the sort features that allow you to organize and analyze your Google Sheet.   

             There are two main sort features: 

  • Sort by next action date field to find all prospects that require an action to be taken
  • Sort by estimated opportunity size field to find out which prospects represent the biggest sales opportunity 

Implementing a CRM system can dramatically improve your sales results. As your business grows, so will your CRM and eventually you will have to invest in a CRM that can hold more than 500 contacts. 

Planning Ahead

Although Google Sheets are the perfect starting point for a small business’s CRM, once companies begin to expand their customer lists, they will need to upgrade. There are other CRM software options that are extremely low-cost and fit to scale with your customer base. Learn more about The Best CRM for Facebook Lead Ads