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

Simple CRM

Trending Templates
Construction CRMPersonal CRMHealthcare CRMSchool CRMSolar CRMReal Estate CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction
Table Templates
CRM Templates

Simple CRM

Manage contacts, deals, and work progress through free online CRM spreadsheet integrated with lead gen forms. Fully customizable, easy-to-use, and no coding required.

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

A simple CRM is an easy-to-use business relationship management system that provides you with increased productivity and improved profitability. Use this free Simple CRM Template to easily record interactions with potential and current customers, keep contact details of primary contacts, assign employees to business interactions, and more. Simply embed the attached lead generation form on your website to start collecting contact information — new leads will appear in your Simple CRM automatically! You may also enter contact information into the table manually.

Customize the template to build your own Simple CRM without any coding! Simply drag and drop to adjust visual elements, change the text, choose new label colors, and add as many columns as needed. You’ll be able to view and edit your CRM on any device, and entries may be downloaded, printed, or shared in just a few clicks. Improve the way you run your business with a Simple CRM Template that simplifies the way you track customer interactions and manage leads.

Categories
  • Go to Category: CRM Templates
Details
51,494 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
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
Healthcare CRM Template
Preview: Healthcare CRM

Healthcare CRM

Free online healthcare CRM tool for private practices. Easy-to-view spreadsheet. Easy to customize. HIPAA compliance features. No coding.

Go to Category:Healthcare
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
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
Real Estate CRM Template
Preview: Real Estate CRM

Real Estate CRM

A real estate CRM to keep record of leads and properties categorizing them with labels, and with all their related information, to track activities and deals, assign tasks to your team members, and more.

Go to Category:Real Estate
Preview