Free Small Business CRM Spreadsheet Template
Give a small team one approachable view of prospects, sources, stages, owners, values, last activity, and next steps.
Do this with AI
Make this small-business CRM fit your team.
Open the workbook and ask Griddy to adapt lead sources, stages, owners, values, follow-up dates, or next actions.
What is in this workbook?
This workbook has three sheets: Simple CRM Dashboard, Small-Business Leads, and Setup. Simple CRM Dashboard is the quick-review surface, Small-Business Leads is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Small-Business 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. Simple CRM Dashboard counts leads and follow-ups and sums potential value from Small-Business 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 Simple 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 prospect labels and appropriate business context. Keep credentials, private contact records, payment data, and contracts in approved systems. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
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Make this small-business CRM fit your team.
Open the workbook and ask Griddy to adapt lead sources, stages, owners, values, follow-up dates, or next actions.
