10 Free Google Sheets CRM Templates in One Place (Plus How to Add Click-to-Call)
Looking for a simple way to manage your contacts and sales pipeline? A spreadsheet CRM might be exactly what you need.
We gathered 10 free CRM templates for Google Sheets and Excel so you don't have to hunt for them yourself. For each one, we'll tell you what it does, where it falls short, and whether it's truly free or gated behind an email signup.
At the end, we'll show you how to add one feature that none of these templates have: click-to-call functionality.
Why Use a Spreadsheet CRM?
Before we dive into the templates, here's why spreadsheet CRMs make sense for many businesses:
- Familiar interface — You already know how to use Google Sheets
- Zero cost — No monthly subscription fees
- Highly customizable — Add or remove columns as needed
- Easy to start — No onboarding, no learning curve
The tradeoff? Spreadsheets lack features like automated follow-ups, built-in calling, and contact enrichment. But for many solopreneurs, freelancers, and small teams, a spreadsheet is more than enough.
Ungated Templates (No Email Required)
These six templates are completely free — just click and copy to your Google Drive.
1. OnePageCRM's Template
OnePageCRM's template is built around follow-up dates, not alphabetical sorting. Overdue tasks show in red, today's tasks in orange. It's simple, with just one tab for data entry.
Pros:
- Ultra simple — one tab, minimal data entry
- Follow-up reminders with color coding
Cons:
- No dashboard or reporting
- Limited fields
Get it: OnePageCRM Free Template
2. Salesflare's Template
Salesflare's template is more comprehensive, with columns for next steps and last interaction dates. It includes an Insights tab for sales managers to track team performance.
Pros:
- Includes next steps column
- Has a simple dashboard
Cons:
- Built for managers, not individual salespeople
- No follow-up reminders
Get it: Salesflare Google Sheets CRM
3. Zapier's Template
Zapier's template puts the dashboard first, so you see what needs attention immediately. Tabs for Customer Data, Interactions, and customizable Dropdowns.
Pros:
- Dashboard-first design
- Simple and clean
Cons:
- Requires duplicate data entry
- No formulas
Get it: Zapier Spreadsheet CRM
4. NetHunt's Template
NetHunt's template has just two tabs: Contacts and Pipeline. Minimal dummy data makes it easy to fill out, but it lacks formulas or automation.
Pros:
- Dead simple — two tabs only
Cons:
- No dashboard
- No formulas
- No follow-up reminders
Get it: NetHunt Spreadsheet CRM
5. Teamopipe's Template
Teamopipe's template automatically calculates deal age and win probability. One tab for deals, one for the dashboard.
Pros:
- Automatic calculations
- One active tab for data entry
Cons:
- No prioritization by urgency
- Deal-focused, not contact-focused
Get it: Teamopipe CRM Template
6. Vertex42's Template
Vertex42 has been around for years and offers both Google Sheets and Excel versions. Includes a video tutorial for spreadsheet beginners.
Pros:
- Works in both Excel and Google Sheets
- Video tutorial included
Cons:
- Outdated look and feel
- Heavy data entry
- No follow-up prioritization
Get it: Vertex42 CRM Template
Gated Templates (Email Required)
These four templates require an email signup before you can access them.
7. Close CRM's Template
Close CRM's template centers around opportunities, with deals highlighted in green or red. Includes a simple dashboard summarizing all opportunities.
Pros:
- Clean opportunity tracking
- Simple dashboard included
Cons:
- Static — no follow-up reminders
- Heavy data entry
Get it: Close CRM Spreadsheet
8. HubSpot's Template
HubSpot's template has four tabs: Contacts, Organizations, Opportunities, and Interactions. It's comprehensive but can be overkill for small teams.
Pros:
- Well-organized dashboard
- Uses formulas to reduce data entry
Cons:
- Too complex for solopreneurs
- Heavy data entry
Get it: HubSpot CRM Template
9. Pipedrive's Template
Pipedrive divides data into three tabs: Contacts, Companies, and Pipeline. Good for teams that think in terms of deals moving through stages.
Pros:
- Clear pipeline structure
- Familiar to Pipedrive users
Cons:
- No dashboard
- No formulas — all manual entry
Get it: Pipedrive Excel CRM
10. ActiveCampaign's Template
ActiveCampaign's template includes Next Contact Date and Next Activity Type fields, though they're hidden by default. Has a video overview to help you get started.
Pros:
- Video overview included
- Has next contact date field
Cons:
- Outdated (created in 2019)
- Next action fields are buried
Get it: ActiveCampaign CRM Template
The One Feature Every Template Is Missing
Here's the problem: every one of these templates assumes you'll copy phone numbers manually when you need to make a call.
You see a number in your spreadsheet. You grab your phone. You type it in. You dial. You wait. By the time you connect, you've lost your train of thought.
Do this 20, 50, or 100 times a day, and you're bleeding hours every week.
None of these templates have click-to-call built in.
Add Click-to-Call to Any Spreadsheet CRM
That's why we built MDLMN.
It's a Chrome extension that adds click-to-call to any spreadsheet — Google Sheets, Excel, Airtable, or any webpage with a phone number.
Here's how it works:
- Install the MDLMN Chrome extension
- Highlight any phone number in your spreadsheet
- Right-click and select "Dial"
That's it. The call goes through your phone instantly. No copying, no pasting, no manual dialing.
The best part? It works with whatever CRM template you choose. Use OnePageCRM's template, Salesflare's template, or build your own — MDLMN adds calling to all of them.
And when you eventually outgrow your spreadsheet and move to Airtable, HubSpot, or Salesforce, MDLMN keeps working. It's the constant in your evolving stack.
Quick Reference
Ungated (No Email Required)
| Template | Key Feature | |----------|-------------| | OnePageCRM | Follow-up reminders | | Salesflare | Next steps + dashboard | | Zapier | Dashboard-first | | NetHunt | Minimal tabs | | Teamopipe | Auto calculations | | Vertex42 | Excel + Sheets |
Gated (Email Required)
| Template | Key Feature | |----------|-------------| | Close CRM | Opportunity tracking | | HubSpot | Multi-tab structure | | Pipedrive | Pipeline stages | | ActiveCampaign | Next contact date |
And regardless of which one you pick, add MDLMN for click-to-call. The Dial feature is always free.
Have a favorite spreadsheet CRM we missed? Let us know in the comments.