CRM Spreadsheet for Small Business | Google Sheets & Excel Client Tracker, Sales Pipeline, Follow-Up Task Manager — Mac, Windows and iPad

YOUR CUSTOMERS, YOUR DEALS, YOUR FOLLOW-UPS — IN ONE SPREADSHEET.

CRM Spreadsheet for Small Business — Client Tracker, Sales Pipeline, Follow-Ups & Tasks

Stop losing track of customers in notebooks, phone contacts and sticky notes. This spreadsheet keeps every customer, every deal, every follow-up and every task in one place — and the totals update themselves.
Open it, delete the demo rows, add your first customer. That is the whole setup. No software to install. No monthly fee. No account to create.
⭐ THE DIFFERENCE: IT WORKS WHERE YOU WORK.
Most CRM spreadsheets on Etsy only work on Windows Excel with macros switched on. This one does not need any of that.
- ✅ Google Sheets AND Excel — use it in your browser with a free Google account, or in Microsoft Excel.
- ✅ Mac, Windows and iPad — no Windows-only features, nothing that breaks on a Mac.
- ✅ No macros. No VBA. No code. Every total is a plain spreadsheet formula you can see and check.
- ✅ No Outlook needed. Follow-ups give you the exact words to say — you send the message yourself, by call, email or WhatsApp.
If you have ever bought a spreadsheet that would not open properly on your Mac or in Google Sheets, this is the one built to avoid exactly that.
WHY IT HELPS — 5 BENEFITS
- No customer is forgotten — the Follow-ups sheet says who to contact, when, and what to say. A forgotten follow-up is a lost sale.
- Money is visible — Dashboard shows live: how much is open ($1,943), how much is won ($1,398), where every deal stands.
- Every deal's stage is known — New / Contacted / Quoted / Won / Lost — focus where the money is.
- Everything in one place — contacts, deals, tasks, follow-ups — no more searching registers and WhatsApp chats.
- Nothing manual — totals update by themselves from formulas, and there is no monthly fee.
EVERYTHING INCLUDED
- Dashboard — your whole business at a glance. Total contacts, customers and leads, open pipeline value, weighted pipeline value, won value, deals won, follow-ups still due and open tasks — all live formulas that update the moment you change anything. Plus a deals-by-stage count (New, Contacted, Quoted, Won, Lost).
- Contacts — one row per person. Contact ID, full name, email, phone, company, where they came from (Source: Website, Google, Instagram, Referral, WhatsApp), Status (Customer or Lead), date added and notes. Sort or filter by status or source to see all your leads or all your customers in one click.
- Deals / Sales Pipeline — one row per deal. Deal ID, deal name, contact, stage, value ($), expected close date, probability (%), weighted value (calculated for you: Value × Probability) and notes. Five stages: New (10%), Contacted (25%), Quoted (50%), Won (100%), Lost (0%) — the probability is already filled in for each stage, and you can change it.
- Follow-ups — never forget to call someone back. ID, contact, type (Call, Email or WhatsApp), due date, the exact words to say ("What to Say" — a ready-written message for every follow-up), Done (Yes/No) and notes. Mark Done = Yes and the Dashboard count drops by itself.
- Tasks — your daily to-do list inside the CRM. ID, task, due date, priority (High / Medium / Low), status (To Do / In Progress / Done) and owner. The Dashboard counts every task that is not Done as open.
- Demo data, already filled in — 10 contacts (5 customers, 5 leads), 10 deals worth $3,740 in total, 8 follow-ups and 8 tasks, so you can see every formula working before you add a single row of your own. Every demo row is labelled DEMO in the file. Delete the demo rows and the totals reset to your numbers.
- Live formulas throughout — open pipeline $1,943.00, weighted pipeline $2,125.80, won value $1,398.00 from 2 won deals. Nothing is typed-in and frozen; change a deal's stage or value and the Dashboard changes with it.
- Quick-Start Guide (PDF) — step-by-step setup for Google Sheets and Excel, how to replace the demo data, one section for each of the 5 sheets, and FAQs. Read it before you buy, or after — it is included as a separate file.
- Navy & gold styling — clean, professional dark-navy headers with gold accents, the same on every sheet. Easy to read, easy to print.
WHAT YOU CAN DO WITH IT — IN PLAIN WORDS
- See, in one look, how much business you have open and how much you have already won.
- Find any customer in seconds — by name, company, status or where they found you.
- Know which deal is at which stage, what it is worth, and when it should close.
- Know who to contact today, how to contact them, and exactly what to say.
- Keep your daily tasks next to your customers, so nothing slips through.
- Use it on your laptop at the shop and on your iPad at home — the same file, the same numbers.
WHO IS THIS FOR
- Service businesses — salon, clinic, fitness studio, repair shop
- Freelancers and consultants — designer, developer, accountant, marketer
- Small shops — bakery, cafe, florist, trading
- Tradespeople — plumber, electrician, contractor (quotes + job scheduling)
- Agencies — marketing/digital agency (clients + deals)
An honest limit — please read this before you buy: this is a single-user spreadsheet. It is not for pure walk-in cash sales with no quotes or follow-ups, and not for large enterprises. If every sale is cash on the spot with no customer to follow up, you do not need a CRM — and if you need many people logging in with their own accounts, this single file is not that system.
SEE IT WORKING — REAL DEMO NUMBERS
The file arrives with realistic demo data, so you can check every total yourself the moment you open it:
- 10 contacts: 5 customers, 5 leads — including Sarah Mitchell (Bright Fitness Studio), James Carter (City Bakery) and Priya Sharma (Glow Salon)
- 10 deals, total value $3,740 — by stage: New 2, Contacted 2, Quoted 3, Won 2, Lost 1
- Open pipeline (deals not yet won or lost): $1,943.00
- Weighted pipeline (each deal's value × its probability): $2,125.80
- Won value: $1,398.00 from 2 won deals — Lost: $399.00 from 1 lost deal
- 8 follow-ups in total, 5 still due — 8 tasks in total, 6 still open
These are the demo numbers. Yours will be different — the formulas do the maths for you either way.
START IN 5 MINUTES
1. Download the files after purchase.
2. Open the Quick-Start Guide (PDF) — or open the spreadsheet first, it is your choice.
3. Google Sheets: upload the .xlsx file to Google Drive, open it with Google Sheets. Done.
4. Excel: double-click the .xlsx file. Done — on Mac, Windows or iPad.
5. Delete the DEMO rows (Contacts rows 2–11, Deals rows 2–11, Follow-ups rows 2–9, Tasks rows 2–9) and add your own. The Dashboard updates itself.
TECHNICAL DETAILS
- File: CRM-Spreadsheet.xlsx — 1 file, 5 sheets (Dashboard, Contacts, Deals, Follow-ups, Tasks).
- Works in: Google Sheets (free Google account) and Microsoft Excel — desktop Excel on Mac and Windows, Excel for iPad, and Excel Online.
- Does NOT need: macros, VBA, add-ins, Outlook, or any install. There is no code in this file at all — only formulas.
- Formulas used: COUNTA, COUNTIF, COUNTIFS, SUMIF, SUMIFS and SUM — plain spreadsheet formulas, visible in the formula bar, editable by you.
- Currencies: all money in the demo data is in US dollars ($). The file does not convert currencies — if you work in another currency, type your amounts in your own currency and the totals will add up in that currency. (The $ sign in the column heading is a label, not a conversion.)
- Capacity: every formula reads rows 2–100 on each sheet, so there is room for up to 99 contacts, 99 deals, 99 follow-ups and 99 tasks without changing anything.
- Printing: each sheet prints cleanly from Google Sheets or Excel. Use Print Preview to fit to one page if you want a paper copy of the Dashboard.
- Your data stays yours: the file lives on your own computer or in your own Google Drive. Nothing is sent to us, and there is no account that can see your customers.
FREQUENTLY ASKED QUESTIONS
1. Will this work on my Mac / iPad / in Google Sheets?
Yes — that is the point of this spreadsheet. It was built with plain formulas only, so it opens and calculates in Google Sheets and in Excel on Mac, Windows and iPad. It does not use VBA macros, which is exactly what breaks most other CRM spreadsheets on a Mac or in Google Sheets. If it opens in Google Sheets or Excel, the totals work.
2. Do I need macros, VBA or Outlook for it to work?
No. There are no macros and no VBA in this file — nothing to enable, nothing to allow, nothing that can be blocked by your security settings. And there is no Outlook connection: the Follow-ups sheet gives you the ready-written words for each follow-up, and you send the call, email or WhatsApp message yourself, from your own phone or email.
3. How do I replace the demo data with my own customers?
Delete the demo rows on each sheet (they are labelled DEMO), then type your own contacts, deals, follow-ups and tasks in the same columns. Keep the column headings exactly as they are — the formulas read those columns.
4. Do the totals update automatically when I change something?
Yes. Every number on the Dashboard is a live formula. Change a deal from Quoted to Won and the won value, open pipeline and deals-by-stage counts all change straight away. Mark a follow-up Done = Yes and "Follow-ups Still Due" drops by one. Mark a task Done and "Open Tasks" drops by one. If a total ever looks wrong, check that you have not typed over a formula cell on the Dashboard — the guide shows you which cells are formulas and which are yours to type in.
5. What exactly do I get, and is there a monthly fee?
You get two files, as an instant download, for a one-time payment — no subscription, no monthly fee: (1) CRM-Spreadsheet.xlsx — the CRM with all 5 sheets and demo data; (2) Quick-Start-Guide.pdf — the step-by-step guide. That is everything. There is nothing else to buy to use it. One honest limit: it is a single-user spreadsheet — not for pure walk-in cash sales with no quotes or follow-ups, and not for large enterprises.
WHAT YOU GET (FILES)
- `CRM-Spreadsheet.xlsx` — the CRM spreadsheet (5 sheets: Dashboard, Contacts, Deals, Follow-ups, Tasks) with demo data and live formulas.
- `Quick-Start-Guide.pdf` — the step-by-step Quick-Start Guide (setup for Google Sheets + Excel, replacing the demo data, one section per sheet, FAQs).
SUPPORT & UPDATES — IN PLAIN WORDS
- How this was made: I designed this spreadsheet and guide myself. I used AI tools to help build the file, write the guide, and design the listing images and video — every screenshot, number and total shows the real file, and I reviewed everything before listing it.
- Version: this listing is for version 1 (v1) of the CRM spreadsheet.
- Help is included: if the file does not open, or a total does not calculate the way this description says it should, message me through Etsy and I will help you fix it. Tell me whether you are using Google Sheets or Excel, and on Mac, Windows or iPad, so I can give you the right steps.
- Fixes are included: if I find a mistake in v1 — a wrong formula, a broken total — I will correct the file and send the corrected version to buyers of this listing. You will not be charged for a fix.
- New features are not promised here: if I later build a bigger version with new sheets or new features, that will be a separate listing. This listing covers v1 as described above — the 5 sheets, the formulas and the guide listed here.
PLEASE NOTE
- This is a digital download. No physical item will be shipped.
- The file arrives with realistic DEMO data (fictional people and businesses, for example Sarah Mitchell / Bright Fitness Studio) so you can see every feature working. Replace all demo data with your own business details before real use.
- This spreadsheet is a set of templates and tools. It is not a substitute for licensed business, legal or accounting advice. Check the rules in your country before using it in a real business.
- One-time purchase. No subscription. No monthly fee.
- Due to the nature of digital products, refunds are not available once the files have been downloaded.
- Please read the description and the Quick-Start Guide carefully before buying.