Set your target
Lean Experiment Design

Sales CRM Template (Google Sheet)

This is a simple, generic spreadsheet CRM that can (and should) be customized by early stage startups who are just establishing a sales process and beginning to build a customer base.

Set your target
 
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Template

How It Works

This is a tool for early stage startups. An effective Customer Relationship Manager "CRM" will not only capture interactions with prospects and show how leads progress through your sales funnel. The best CRM's make project management more efficient by reminding you when to initiate another conversation, helping you see it's time to say "no" to a prospect, and also help you analyze your sales process for gaps and flaws. This is a simple, generic spreadsheet CRM that can (and should) be customized by early stage startups who are just establishing a sales process and beginning to build a customer base.