Tables
  • Benefits
  • Features
  • Workspaces
  • Templates
  • Story
    • FAQ
    • Help Guides
    • Blog Posts
  • Create a Table — It’s Free!
Table Templates
CRM Templates
Trending Templates
Construction CRMSolar CRMSales CRMSchool CRMPersonal CRMChurch CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction

Lightweight CRM

Trending Templates
Construction CRMSolar CRMSales CRMSchool CRMPersonal CRMChurch CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction
Table Templates
CRM Templates

Lightweight CRM

Not sure what CRM to use? Try our free Lightweight CRM spreadsheet for small businesses. Easy to use. Works on any device. Sync with lead gen forms. No coding.

See Demo
Categories
  • Go to Category: CRM Templates
Lightweight CRM Template
See Demo:
See Demo
About this template

A lightweight CRM is a simple customer relationship management tool for small businesses or startups. If the numerous CRM software options out there seem overwhelming, try our free Lightweight CRM Sheet Template! All you have to do is enter customer contact information into the spreadsheet to get started. Or sync the template to an online lead generation form to automatically update the spreadsheet with each new lead that comes in. You’ll be able to view and edit your Lightweight CRM using any device, and entries may be downloaded, printed, or shared in just a few clicks.


This Lightweight CRM Template is ready to start recording customer information. But you know your business better than anyone else — so why not make your Lightweight CRM fit your exact business needs? Without any coding, you can quickly and easily customize this Lightweight CRM Sheet Template by clicking to alter visual elements, change the text, and add as many columns as needed. With an easy-to-use Lightweight CRM tool that you can get up and running in a matter of minutes, you can more easily manage business relationships, improve customer service, and drive sales!

Categories
  • Go to Category: CRM Templates
Details
484 Clone
Created by
jotform
Related templates
Construction CRM Template
Preview: Construction CRM

Construction CRM

A construction CRM to keep record of leads, customers and contractors with all their relevant data, to manage interactions, easily assign team members to tasks and a handy way to track service details.

Go to Category:Construction
Preview
Solar CRM Template
Preview: Solar CRM

Solar CRM

Improve your solar energy company’s workflow with our free Solar CRM spreadsheet template. Track clients, quotes, proposals, and work progress online.

Go to Category:CRM Templates
Preview
Sales CRM Template
Preview: Sales CRM

Sales CRM

A Sales CRM that allows to manage target accounts, leads, opportunities and tasks in an all-in-one platform throughout the sales funnel, preserve leads’ data, categorize targets, define opportunity values and manage interactions.

Go to Category:CRM Templates
Preview
School CRM Template
Preview: School CRM

School CRM

Collect applications from prospective students online. Streamline the admissions process for your school. Easy to customize, download, and share. No coding.

Go to Category:Education
Preview
Personal CRM Template
Preview: Personal CRM

Personal CRM

Manage your personal and professional relationships. Keep track of contacts and connections with ease. Access on any device for free. No coding required.

Go to Category:CRM Templates
Preview
Church CRM Template
Preview: Church CRM

Church CRM

A Church CRM composed of tabs that allows keeping contact data of members, determine their contribution, track and manage events, choose their frequency, add the responsible community, list communities with their hosts and members.

Go to Category:CRM Templates
Preview