Google Sheets CRM
A Google Sheets CRM that fills itself, plus a free template
A Google Sheets CRM is a spreadsheet where each row is a lead and the columns hold their details, status and notes. Start with our free template and type leads in, or connect ownyourclick so every landing page lead is added by itself with its source and hot %, and the statuses your team changes come back.
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Want a free Google Sheets lead tracker template?
For tracking leads by hand. No sign-up, nothing to install.
To open it in Google Sheets: File → Import → Upload, pick the file, then Replace spreadsheet. It opens in Excel too.
Leads tab
Date, name, phone, email, source, campaign, hot %, status, next follow-up and notes. Status is a dropdown that colours itself; overdue follow-ups turn red.
Dashboard tab
Leads by status and by source, how many are hot, and how many follow-ups are overdue.
How to use tab
Setting it up in a minute, and changing the statuses.
| Date | Name | Phone | Source | HOT % | Status | Notes |
|---|---|---|---|---|---|---|
| 16 Oct | Priya S. | +91 98765 43210 | youtube | 86% | Follow Up | Call after 6 pm |
| 16 Oct | Arjun K. | +91 91234 56780 | 41% | New Lead | — | |
| 15 Oct | Meena R. | +91 99887 76655 | 72% | Enrolled | Paid in full |
What columns should a lead tracker have?
The free template has these, and they're a good start for any sheet:
| Column | Why |
|---|---|
| Date | When they enquired, so nobody waits too long. |
| Name, Phone, Email | How to reach them. |
| Source | Where they came from: facebook, instagram, youtube. One spelling per place. |
| Campaign | The launch, batch or ad campaign. |
| Hot % | How ready they are. Call 70%+ first. |
| Status | Where they are: New Lead, Called, Follow Up, Demo Booked, Enrolled, Not Interested. |
| Next follow-up | When to call again. Overdue dates turn red. |
| Notes | What they said. |
Its Dashboard tab counts leads by status and by source, and how many follow-ups are overdue.
When does a hand-typed sheet stop working?
Usually around the first ad campaign. Leads arrive faster than anyone copies them in, so some are typed late, some twice, some never. Nobody knows which ad or video each one came from, because the form didn't say. And every lead looks the same in the sheet, so you call in the order they arrived instead of by who's most interested.
How does ownyourclick fill your Google Sheet?
- Add your landing page in ownyourclick and paste its tag into the page's
<head>. - On the page's Configure Sheets tab, press Connect Google and create my sheet. ownyourclick makes the sheet in your Google Drive.
- Every lead is written to it the moment they submit your form: what they typed, plus the columns you choose, such as Source, First source, UTM campaign, HOT %, Time spent, Scroll %, Visit #, Country, City, Device and Payment.
Status and Notes always come last. A column you turn off is hidden, never deleted. The sheet also gets Dashboard and Selected Leads tabs.
Can your team update leads in the sheet?
Yes. With a sheet ownyourclick connected through Google, what your team changes in Status, Tags, follow-up and Notes comes back to ownyourclick within about 30 seconds. A status changed in the sheet moves the lead, shows on its timeline and can start a WhatsApp message waiting for that status. Everything that changes in ownyourclick (new leads, payments, scores) is written to the sheet.
Prefer to use a sheet you already have? Connect it with a short Apps Script instead. It receives every lead, but changes made in it don't come back.
Can the same leads go to more than one sheet?
Yes. Add up to 5 more sheets per page, for another team, a partner or a franchise. Each gets every lead, with its own columns and its own statuses, so a partner's statuses never change yours.
Who can open the sheet?
It's your sheet, in your Google Drive, shared with whoever you share it with. ownyourclick asks Google only for access to the sheets it creates for you, never your other files.
Who uses it this way?
VistaTech
Analytics training
Uses ownyourclick as their CRM: every lead lands in their Google Sheet with its source and hot %, and their sales team calls from it, updating statuses and notes as they go.
Read their story →
Agnel John D
Founder
Every book order lands in his Google Sheet the moment someone pays, and the same sheet tracks each delivery.
Read their story →
Questions
What do people ask?
Is the template really free?+
Yes. Download it without signing up. It's yours to change and share.
How do I open the template in Google Sheets?+
In Google Sheets, go to File → Import → Upload, pick the file, then choose Replace spreadsheet. Or upload it to Google Drive and open it with Google Sheets. It opens in Excel too.
Can I connect a Google Sheet I already use?+
Yes, with a short Apps Script that ownyourclick gives you on the Configure Sheets tab. That sheet receives every lead; for changes in the sheet to come back to ownyourclick, let ownyourclick create a connected sheet instead.
What happens to my sheet if I stop paying?+
It stays yours, in your Drive, with every lead in it. New leads are kept by ownyourclick but not sent to the sheet until you pick a plan; then press Resend and they're added.
How many leads can one sheet hold?+
Google Sheets allows up to 10 million cells per spreadsheet, which is hundreds of thousands of leads at 20 to 30 columns each.
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Stop copying leads into your sheet
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