Manage your clients with ease using this Simple CRM Template with Dashboard for Google Sheets. Designed for small businesses and solopreneurs, this spreadsheet helps you track contacts, manage leads, and view key client insights all in one place. The built-in dashboard gives you a clear snapshot of your business at a glance—no complicated software required.
📇 Client Tracker Tab
Easily log customer details, contact info, services, and notes in one clean, sortable table.
📊 Visual Dashboard Tab
Get instant insights with auto-updating graphs that show client trends and growth metrics.
🛠️ Fully Editable + Customizable
Tweak columns, colors, and categories to fit your business—no tech skills needed!
📎 Instant Access via Google Sheets
No downloads, no waiting. Just copy, paste, and start using it today!
Manage your clients with ease using this Simple CRM Template with Dashboard for Google Sheets. Designed for small businesses and solopreneurs, this spreadsheet helps you track contacts, manage leads, and view key client insights all in one place. The built-in dashboard gives you a clear snapshot of your business at a glance—no complicated software required.
📇 Client Tracker Tab
Easily log customer details, contact info, services, and notes in one clean, sortable table.
📊 Visual Dashboard Tab
Get instant insights with auto-updating graphs that show client trends and growth metrics.
🛠️ Fully Editable + Customizable
Tweak columns, colors, and categories to fit your business—no tech skills needed!
📎 Instant Access via Google Sheets
No downloads, no waiting. Just copy, paste, and start using it today!
