Spreadsheet CRM for Small Teams

A spreadsheet is often enough when the team mainly needs visibility and reminders.

Use one row per lead and avoid separate notes scattered across texts, email, and paper. Add owner, source, status, next action, and follow-up date. Filter by status each morning so nothing gets buried.

When volume grows, connect forms to the spreadsheet. Later, add automatic notifications or move to a CRM. The point is to prove the workflow first.