Is Lightweight CRM + Follow-Up Automation free to access?
Yes. Submit the access form to unlock the file. Donation is optional and supports future templates and documentation.
CRM & Sales Automation template
Lightweight CRM + Follow-Up Automation
A lightweight CRM built with Google Sheets and Apps Script to manage leads, clients, status pipelines, notes, and automated follow-up reminders. It helps freelancers, agencies, and small businesses keep track of prospects and improve response consistency. It solves the problem of lost leads, forgotten follow-ups, and disorganized client data.
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Template capabilities
What Lightweight CRM + Follow-Up Automation helps you automate
lightweight CRM
Adapt this part of the workflow to your own Google Workspace files, fields, users, and operating process.
Google Sheets CRM
Adapt this part of the workflow to your own Google Workspace files, fields, users, and operating process.
follow up automation
Adapt this part of the workflow to your own Google Workspace files, fields, users, and operating process.
Apps Script CRM
Adapt this part of the workflow to your own Google Workspace files, fields, users, and operating process.
Common use cases
Built for practical crm & sales automation work
- Replace repetitive manual updates with a repeatable Apps Script workflow.
- Keep operational records inside familiar Google Workspace tools.
- Customize the template for your fields, approvals, reminders, reports, and team process.
How to use it
From access request to working automation
- 1
Submit the access form and open the template file.
- 2
Review the demo or tutorial and identify the files, sheets, and permissions involved.
- 3
Test with sample data, customize the workflow, then deploy it for your real process.
Setup checklist
Before using the template
Use a Google account with permission to access the required Workspace files.
Make a backup or work with sample data before changing a production workflow.
Review requested script permissions and remove integrations you do not need.
Test triggers, email recipients, dates, calculations, and edge cases before rollout.
FAQ
Questions about Lightweight CRM + Follow-Up Automation
Can I customize Lightweight CRM + Follow-Up Automation?
Yes. Review the script, make a copy where applicable, and adapt fields, sheets, triggers, messages, and business rules for your workflow.
Do I need Apps Script experience?
Basic familiarity with Google Workspace is helpful. Use the available demo and tutorial, then test the template with non-sensitive sample data before production use.
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