Templates
Professional CRM templates for Google Sheets & Excel
Real Estate CRM
A complete real estate CRM for agents and brokers. Manage listings, track your buyer and seller pipeline, and close more deals — all in Google Sheets or Excel.
Hotel & Hospitality CRM
Manage bookings, guest profiles, and room revenue in one professional spreadsheet. Built for hotels, guesthouses, and boutique properties.
Construction CRM
Manage projects, contractors, and budgets in one organized spreadsheet. The complete CRM for construction companies, contractors, and project managers.
Fitness & Gym CRM
Manage members, classes, and revenue in one clean spreadsheet. Built for gyms, fitness studios, and personal trainers who want to grow without complex software.
Rental Master Pro CRM
The premium vehicle fleet and car rental management system. Manage vehicles, reservations, customers, finance, insurance, and staff — all in one professional spreadsheet.
Car Rental CRM
Manage your fleet, reservations, and customers in one professional spreadsheet. Built for car rental businesses, fleet managers, and vehicle hire companies.
Healthcare Clinic CRM
A complete patient management CRM for clinics and private practices. Track appointments, treatments, billing, and follow-ups — all in Google Sheets or Excel.
Dental Clinic CRM
Manage patients, appointments, treatments, and billing for your dental practice — in a professional Google Sheets or Excel template.
Lawyer CRM
A complete case and client management CRM for lawyers and law firms. Track cases, deadlines, billable hours, and invoices — in Google Sheets or Excel.
Restaurant CRM
Manage customers, reservations, feedback, and suppliers in one spreadsheet. The complete CRM for restaurant owners and hospitality managers.
Logistics & Delivery CRM
Track shipments, drivers, customers, and deliveries in one organized spreadsheet. Built for logistics companies, courier services, and delivery operations.
Airbnb CRM
Manage your Airbnb properties, bookings, guests, and revenue in one organized spreadsheet — with no monthly subscription.
Tour Operator CRM
Manage tour packages, bookings, customers, and guides in one professional spreadsheet. Built for tour operators, travel agencies, and experience businesses.
Beauty Salon CRM
The complete client management system for salons and independent stylists. Track client hair history, service records, rebooking reminders, and loyalty — all in one spreadsheet.
Auto Repair Shop CRM
Manage customers, vehicles, service history, and job pipeline in one spreadsheet. Built for independent mechanics and small garages who want organised customer records without expensive shop management software.
Event Planner CRM
Track every client enquiry, quote, booking, and payment milestone in one place. The business-side CRM for freelance event planners and small event companies — not another guest list template.
Mortgage Broker CRM
Track every loan application from pre-qualification to funded. The complete pipeline CRM for independent mortgage brokers — manage borrowers, lenders, deadlines, and commissions in one spreadsheet.
Veterinary Clinic CRM
Manage pet owners, patient records, vaccination schedules, and appointment history in one spreadsheet. Built for independent vet clinics and mobile vets who want organised records without expensive practice management software.
Trades CRM
The job and client management spreadsheet for electricians, plumbers, and HVAC engineers. Track enquiries, quotes, scheduled jobs, warranties, and repeat customers — without subscription software.
Catering Business CRM
Manage clients, events, menus, deposits, and suppliers in one spreadsheet. The complete CRM for catering companies and personal chefs — from corporate lunches to wedding receptions.
Insurance Agent CRM
Track prospects, policies, renewals, and cross-sell opportunities in one spreadsheet. Built for independent insurance agents and small agencies managing life, health, and P&C policies.
Life Coach CRM
Manage your coaching pipeline, client packages, session notes, and revenue in one spreadsheet. Built for solo coaches who want a professional system without paying $40/month for coaching platforms.
Pet Grooming CRM
Track every pet, owner, groom history, and rebooking schedule in one spreadsheet. The complete client management system for mobile dog groomers and small grooming studios.
Wedding Planner CRM
Manage every couple, booking, vendor, and payment milestone across all your concurrent weddings. The business-side CRM for freelance wedding planners — not another guest list or seating chart.
Spa & Wellness CRM
Track client treatment history, memberships, gift vouchers, and rebooking in one spreadsheet. The complete client management system for spas, massage therapists, and wellness practitioners.
Recruitment Agency CRM
Manage client job orders and candidate pipelines simultaneously. The dual-sided CRM for boutique recruitment agencies and solo headhunters — track placements, fees, and both sides of every hire.
Daycare & Childcare CRM
Manage family enrolments, waitlists, tuition schedules, and emergency contacts in one spreadsheet. Built for home daycare operators and small childcare centres who want organised records without expensive management software.
Marketing Agency CRM
Track retainer clients, monthly deliverables, contract renewals, and upsell opportunities in one spreadsheet. The client management CRM built for the way small marketing and social media agencies actually work.
Personal Trainer CRM
Manage clients, training packages, session logs, and progress tracking in one spreadsheet. Built for freelance personal trainers and fitness coaches who want a professional system without monthly software costs.
Accountant CRM
Track client filing deadlines, document checklists, services contracted, and annual renewals in one spreadsheet. The client management CRM built for sole-practitioner accountants and small CPA firms.
Photography CRM
Manage enquiries, bookings, contracts, payments, and gallery delivery in one spreadsheet. The complete client management system for freelance photographers doing weddings, portraits, and commercial shoots.
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