►📄Download your FREE copy of the Google Sheets CRM template here: ------------------------------------------------------------------------------------------------------------------------------------------------ Use this free CRM template either in Google Sheets or Excel: — Minimal data entry (only one sheet and tab to fill out) — Color-coded follow-ups (sorted by due dates) — Simple dashboard with automatic calculations — Free access (no strings attached, easy to download) — Different views for faster contact segmentation — Easily customizable (a demo and instructions included) — Downloaded by thousands of small businesses and solo founders If you're used to spreadsheets and are looking for your first CRM, this is the best free CRM template in Google Sheets/Excel. ► Read our blog post on the Top Free and Simple CRMs in Google Sheets & Excel: ► Try out OnePageCRM (rated as one of the best small business CRMs) 21 days FREE (no credit card required): ► Follow us on social Twitter: LinkedIn: Facebook: Instagram: ►If you found this video helpful, don't forget to like and subscribe! 00:00 The pros & cons of CRM spreadsheets 00:35 Follow-up reminders in Google Sheets 02:15 Views and filters 03:17 Adding new follow-up reminders 03:40 Customizing drop-down lists 04:15 Free Google Sheets add-ons 05:36 Dashboard & calculations 07:03 Transitioning from a spreadsheet to a simple CRM 07:46 OnePageCRM demo: Action Stream 09:54 Focus Mode 10:16 Contact pages 11:18 Full email sync 12:18 Catalog 13:22 Reminders 13:44 Email inbox 14:14 Pipeline 14:37 Dashboard 14:58 Recap