Is this Google Sheets CRM template free?

Yes. Download it and use it as you like. There is no signup.

Does it work in Excel?

Yes. The dropdowns, the date columns and the orange follow-up rows work the same in Excel and Google Sheets. The CSV file holds the header row only.

How is it different from a CRM app?

It’s one sheet you own, with no logins, seats or monthly fee. It doesn’t log your email or send reminders by itself. For that, connect an AI or move to a CRM app once you outgrow it.

Can an AI keep it current from Gmail?

Yes. Set up Pipeline Keeper in the AI you use, and it reads your Gmail when you ask, or daily. It plans new leads and changes to Last contact, Waiting on and Follow up by, and writes them once you approve. It never sends email, and it never changes your Stage or Notes.

Can I change the stages?

Yes. Type your own stage in any row; the dropdown accepts other text. To change the dropdown itself, edit the column’s data validation.

Google Sheets CRM Template That an AI Keeps Current from Gmail

This free Google Sheets CRM is a lead pipeline with one row per lead, showing their stage, your last contact, who owes the next reply and a follow-up date. Fill it in by hand in Google Sheets or Excel, or let an AI keep it current from your Gmail.

	A	B	C	D	E	F	G	H	I	J	K	L
1	Lead	Company	Email	Stage	Last contact	Last from	Waiting on	Follow up by	Suggested next step	Notes	Thread	Updated
2	Ben Ortiz	Corner Bakery	ben@cornerbakery.example	Proposal sent	2026-10-16	Them	Them	2026-10-21	Check in after he talks to his partner	Wants a window sign	Quote for window sign, 2026-10-16	2026-10-21
3	Maria Lopez	Gym 24	maria@gym24.example	Proposal sent	2026-10-09	You	Them	2026-10-14	Ask if the proposal fits		Proposal for wall graphics, 2026-10-09	2026-10-09
4	Tom Reed	Riverside Cafe	tom@riversidecafe.example	Won	2026-10-19	Them	Nobody		Book the install date	Deposit paid	Menu boards order, 2026-10-19	2026-10-20
5	Lena Fischer	Brightpath Tutors	lena@brightpathtutors.example	Contacted	2026-10-20	You	Them	2026-10-23	Wait for her window sizes	Two shop windows	Window lettering, 2026-10-20	2026-10-20
6	Priya Shah	Oakline Dental	priya@oaklinedental.example	New lead	2026-10-20	Them	You	2026-10-21	Send a quote for three outdoor signs by Friday		Quote for three outdoor signs, 2026-10-20	2026-10-21
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Pipeline

Shown with fictional example rows. Your copy starts blank. Updated 14 Nov 2026.

Download CSV (Pipeline tab)

What goes in each column

Lead, Company and Email	Who the lead is. Give each person their own row, even two people from one company. The email address is how the row is found again, so write it the same way every time.
Stage	Where the deal is, from the dropdown: New lead, Contacted, Proposal sent, Won or Lost. You change it yourself.
Last contact and Last from	The date of the newest email with this lead, as YYYY-MM-DD, and who sent it: Them or You.
Waiting on	Who owes the next move. You, when they asked something you haven’t answered. Them, when you’re waiting for their reply. Nobody, when it’s settled.
Follow up by	The date to reply or check in by, as YYYY-MM-DD. When you’re waiting on them, a few working days after Last contact. Leave it blank when Waiting on is Nobody. The row turns orange on that date.
Suggested next step	One short line, such as “Ask if the proposal fits”.
Notes	Anything you want to remember about the lead.
Thread and Updated	The email’s subject and date, or a link to it, and the day you last changed the row.

Tips

Filter Waiting on by You to see who needs your reply, and sort by Follow up by to see who to chase first.
Set Stage to Won or Lost instead of deleting a row, so you keep the history.
To let an AI update it, keep the tab named Pipeline and the header row as it is. Pipeline Keeper stops if a column is renamed, added, removed or moved.
Add a new row when a second person from the same company writes to you. Each email address gets one row.

Google Sheets CRM questions

Is this Google Sheets CRM template free?: Yes. Download it and use it as you like. There is no signup.
Does it work in Excel?: Yes. The dropdowns, the date columns and the orange follow-up rows work the same in Excel and Google Sheets. The CSV file holds the header row only.
How is it different from a CRM app?: It’s one sheet you own, with no logins, seats or monthly fee. It doesn’t log your email or send reminders by itself. For that, connect an AI or move to a CRM app once you outgrow it.
Can an AI keep it current from Gmail?: Yes. Set up Pipeline Keeper in the AI you use, and it reads your Gmail when you ask, or daily. It plans new leads and changes to Last contact, Waiting on and Follow up by, and writes them once you approve. It never sends email, and it never changes your Stage or Notes.
Can I change the stages?: Yes. Type your own stage in any row; the dropdown accepts other text. To change the dropdown itself, edit the column’s data validation.