Best for: Individual sales reps to track their leads and sales.

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The Google Sheets templates below give you a CRM and a sales dashboard without paying the cost typically needed for such software. (I’d be remiss not to mention that HubSpot has a free CRM, though!)

8. CRM
Best for: Small businesses to keep all customer data in one place.

CRMs help you organize contacts and automate an effective sales and marketing process. However, if you’re a small company just starting out, you might not feel ready to implement a fully established CRM.

This CRM template is a great place to get your feet wet. It automatically saves your data so you won’t lose information.

Plus, you can share with co-workers, which helps encourage collaboration between your sales and marketing departments.

Use the CRM template.

screencaps of crm template.

Source

9. Sales Dashboard

This template helps salespeople manage their leads, sales, and belgium phone number material revenue in one place, with multiple tabs feeding your data into a main dashboard. Plus, it has an “instructions” tab to get you up to speed on using the sheet.

Use the sales dashboard template.

screencaps of sales dashboard template.

Source

10. Sales Operations Dashboard
What we like: This is the perfect way for small businesses to keep track of their sales.

This template contains all the pre-built dashboards a sales manager, analyst, or operations specialist needs to monitor performance and maximize revenue.