Google Sheets CRM template for a simple sales pipeline
Track contacts, next actions, deal stages and expected revenue without a full CRM app.
Written by JosephinePublished June 10, 2026Last updated July 26, 202612 min
Use one row per deal with company, contact, owner, stage, amount and next-action date. Review overdue next actions before pipeline totals.
Before you build a small sales CRM, set up a clean source range and one result you can check by hand. That gives you a known answer before the sheet grows.
This article shows how to build a small sales CRM. The sample sheet uses ordinary rows so you can copy the method into an existing file without rebuilding everything.
Google Sheets CRM template for a simple sales pipeline
- 01Make a safe copy
Duplicate the source tab or file before changing formulas, ranges or formatting.
- 02Set up the source rows
Add the fields needed to build a small sales CRM. Keep one record on each row and one field in each column.
- 03Add the method
Enter =SUMIFS($F$2:$F$100,$E$2:$E$100,"Qualified") in a test cell and check its first result.
- 04Check a known case
Pick one row whose answer you already know and compare it with the sheet result.
- 05Test the awkward rows
Check blanks, zeros, repeated entries and one row that should not match.
- 06Apply it to the full range
Copy the formula or rule only after the sample cases return the expected result.
Set up the sheet for Google Sheets CRM
Keep the source table rectangular. A single header row, no merged cells and consistent cell types make the work much easier to check.
Place settings, fixed rates or allowed labels on a separate tab. Name them clearly so another person can read the file without tracing every cell.
- Use one row per deal
- Require a next action date
- Keep stages fixed
- Archive closed deals
Check the first result before copying it
A result that looks plausible can still be wrong. Work through one row manually, compare it with the Sheet and check every referenced cell.
Next, test a blank row and an unusual row. These two checks catch many range, type and copied-reference mistakes before they spread.
=SUMIFS($F$2:$F$100,$E$2:$E$100,"Qualified")Keep the file reliable as new rows arrive
Leave input columns visually separate from calculated columns. Protect formulas when several people edit the same file, and keep dropdown lists or settings outside the main table.
Add a short check near the result: row count, unmatched count, last refresh time or a manual spot check. The right check depends on the job, but it should make a bad update easy to notice.
Questions people ask
Can Google Sheets work as a CRM?＋
Yes. It fits a small pipeline with a simple process and a limited number of people editing it.
What columns should a CRM Sheet have?＋
Company, contact, owner, stage, amount, last contact and next action are a solid base.
When should I move to a CRM app?＋
Move when permissions, email history, automations or activity volume outgrow a shared Sheet.
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