Simple CRM for small businesses
Eleven fields. No predictive score, no automated sequence, no module you'll never open. One row per deal, one stage, one value, one follow-up date.
What's in the template
- Company, Contact, Email (a typed email field), Phone.
- Stage: a closed list of six, first contact, qualified, proposal sent, negotiation, won, lost.
- Estimated value: a real number, so the pipeline actually adds up.
- Next step and Follow up on: the pair that separates a CRM from a list of names.
- Source, Owner, Notes.
The filters that do the work
The template arrives with its typed columns. Each filter below takes two clicks on the grid, and it remembers your setup between visits.
- Follow up due: follow-ups within seven days, closed deals excluded, most urgent on top. Set this one on Monday morning and you don't need the rest.
- By stage: sorted by stage, open deals only.
- Won and Lost, so you can look back without cluttering your working screen.
Why not a spreadsheet for this
- The forgotten follow-up is the real cost of a CRM-in-a-file. A date sitting in a text column never surfaces on its own. Here the date is a type, so sorting and filtering bring it up.
- Stages duplicate themselves. "Quote sent", "quote snt", "proposal": three spellings for one reality, and your pipeline stops meaning anything.
- You can't open the file to one rep without opening all of it. A spreadsheet shares a whole file; here a viewer stays a viewer, and it's free.
Your dashboards stay in Google Sheets. Forecast, win rate, revenue by source: the table feeds your sheet and your formulas don't move.
FAQ
Does it send emails automatically? No, deliberately. This template tells you who to follow up with and when; the email goes from your own mailbox, which is better for deliverability and for tone.
How many deals can it hold? Far more than a small business generates. Your organisation will be the limiting factor, not the table.
I want prospects and customers separated. Use two tables: this one for deals, and the customer database template for the reference list.
This template is one of the Rowbase templates. If you're still weighing whether to leave your sheet, read spreadsheet or database, in four questions instead.