Free Agency CRM Spreadsheet Template
Track agency prospects by client account, service or retainer fit, source, stage, owner, value, and next action.
Do this with AI
Make this agency CRM fit your follow-up process.
Open the workbook and ask Griddy to adapt service lines, lead sources, stages, owners, values, or next actions.
What is in this workbook?
This workbook has three sheets: Agency CRM Dashboard, Agency Leads, and Setup. Agency CRM Dashboard is the quick-review surface, Agency Leads is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Agency Leads for a privacy-safe lead label, service or need, source, stage, owner, next action, follow-up date, and potential value; keep controlled stages and working rules in Setup. Agency CRM Dashboard counts leads and follow-ups and sums potential value from Agency Leads. Its review rows link directly to the working sheet.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Agency CRM Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use account labels and public business context. Keep private contact records, contracts, credentials, and payment details in approved systems. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Related guides
Learn how teams actually use this template
How to Organize a CRM in Excel
A good Excel CRM is not just a contact list. Here's how to structure leads, owners, next follow-up dates, and status so the sheet stays useful.
Read guideGoogle SheetsHow to Use FILTER in Google Sheets
Use FILTER in Google Sheets for live matching rows, multiple AND or OR conditions, sorted results, and a clean no-match fallback.
Read guideDo this with AI
Make this agency CRM fit your follow-up process.
Open the workbook and ask Griddy to adapt service lines, lead sources, stages, owners, values, or next actions.
