Sales · free template

Simple CRM

A lightweight CRM that knows where your customers are: stages and owners like any tracker, plus territory assignment and a live pipeline map.

📋 Make a copy in Google Sheets One click — formulas already in the cells

What's inside

=INSTAMAP()=TERRITORY()=CITY()
  • One row per account: name, company, address, stage, value.
  • The City column fills itself from the address — useful for filtering.
  • The pipeline map link updates as deals move; share it in your weekly review.

Set-up (60 seconds)

  1. Click "Make a copy" above — the template opens in your Google Sheets.
  2. Install the free InstaMaps add-on (100 lookups/day free; 1,000/day with a free email unlock).
  3. Turn the formulas on: in your sheet, open Extensions → InstaMaps → ⚡ Enable formulas (once per sheet). Any #NAME? cells recalculate — reload the page if they linger.
  4. Replace the sample rows with your data — every formula stays live.

Questions

Is this CRM template really free?

Yes — the spreadsheet is yours, and the location formulas come from the free InstaMaps add-on (100 lookups/day free, 1,000/day with a free email unlock).

Can I see my pipeline on a map?

The =INSTAMAP() cell returns a live map URL of every account with an address. It updates automatically as you add or edit rows.

How do I split accounts between salespeople fairly?

Add your rep names and use =TERRITORY(addresses, reps) — every account gets a balanced geographic assignment in one formula.

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