Stop losing leads in WhatsApp threads, sticky notes, and your inbox.

The Small Business CRM is a ready-to-use Google Sheets template that turns the spreadsheet you already know into a full client tracking system. Built for service businesses - tradesmen, consultants, agencies, salons, coaches, freelancers - who don’t want to pay $50/month for HubSpot or Pipedrive to track 20-50 leads.

WHAT’S INSIDE:

• 6-stage lead pipeline (New > Contacted > Quoted > Won > Lost > Repeat)
• Auto-calculating dashboard: pipeline value, conversion rate, deal size
• • Follow-up reminders that flag leads going cold
• • Revenue tracker by month, source, and service
• • Client contact log and quote/invoice status

WHY IT WORKS:

• Lives in Google Sheets - no new software to learn
• • Works on phone, laptop or tablet anywhere
• • Share with your team free - no per-seat fees
• • Fully customizable, works offline, lifetime access

WHAT YOU GET:

• Google Sheet template (copy to your own Drive)
• • 5-minute setup guide
• • Video walkthrough of every tab
• • Lifetime access - no subscription

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Built by AlgoaTech. We build AI-powered automation systems for small businesses. Need a custom setup or integrations? Visit https://algoatech.com