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WebFeb 22, 2024 · Simple Free Google Sheets CRM Template and How To Use It 1. Customer Data Tab Customer Number, Date Added, and Source Affiliation, Customer Contact Name, Communication Details Size of Deal and Progress Location Details and Notes 2. Summary Tab Pie Chart for All Deals Captured Bar Chart for Sales Pipeline Progress WebA great tool for building a CRM system on your own is Google Docs. If you have a Gmail account, you already have access to an easy way to build your own CRM software. Already widely used as a management tool, it’s fairly easy to extend the power of these applications to help with customer management. Here’s a quick step-by-step overview of ... Web12 rows · Dec 1, 2024 · Zoho CRM Key Features. Gmail and contacts to CRM sync: Ability to view Google Contacts records ... ferdinand magellan pacific ocean