Tables
  • Benefits
  • Features
  • Workspaces
  • Templates
  • Story
  • Explore
    • FAQ
    • Help Guides
    • Blog Posts
  • Create a Table — It’s Free!
Jotform LogoJotform Icon
Table Templates
CRM Templates
Trending Templates
Personal CRMConstruction CRMSolar CRMSales CRMReal Estate CRMSchool CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction

Lightweight CRM

Trending Templates
Personal CRMConstruction CRMSolar CRMSales CRMReal Estate CRMSchool CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction
Table Templates
CRM Templates

Lightweight CRM

Not sure what CRM to use? Try our free Lightweight CRM spreadsheet for small businesses. Easy to use. Works on any device. Sync with lead gen forms. No coding.

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

A lightweight CRM is a simple customer relationship management tool for small businesses or startups. If the numerous CRM software options out there seem overwhelming, try our free Lightweight CRM Sheet Template! All you have to do is enter customer contact information into the spreadsheet to get started. Or sync the template to an online lead generation form to automatically update the spreadsheet with each new lead that comes in. You’ll be able to view and edit your Lightweight CRM using any device, and entries may be downloaded, printed, or shared in just a few clicks.


This Lightweight CRM Template is ready to start recording customer information. But you know your business better than anyone else — so why not make your Lightweight CRM fit your exact business needs? Without any coding, you can quickly and easily customize this Lightweight CRM Sheet Template by clicking to alter visual elements, change the text, and add as many columns as needed. With an easy-to-use Lightweight CRM tool that you can get up and running in a matter of minutes, you can more easily manage business relationships, improve customer service, and drive sales!

Categories
  • Go to Category: CRM Templates
Details
468 Clone
Created by
jotform
Related templates
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
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
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
Sales CRM Template
Preview: Sales CRM

Sales CRM

A Sales CRM that allows to manage target accounts, leads, opportunities and tasks in an all-in-one platform throughout the sales funnel, preserve leads’ data, categorize targets, define opportunity values and manage interactions.

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
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

Jotform

  • Signup
  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Jotform AppointmentsNEW
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Enterprise

  • Overview
  • Security
    • Jotform Teams
    • Multiple Users
    • Admin Console
    • White Labeling
    • Local Data Residency
    • Single Sign-On
    • Jotform Sign
    • Mobile App
    • Professional Services
    • Government
    • Healthcare
    • Education
    • Nonprofit
    • Business Services
    • Field Service Management
    • Financial Services
    • Hospice
    • Human Resources
    • Marketing
    • Salesforce
  • FAQ
  • Get a Demo

Company

  • About Us
  • Careers
  • Media Kit
  • In the News
  • Newsletters
    • Agency ProgramNEW
    • Reseller Program
    • Affiliate Program
    • Find a Partner
  • Blog

Apps

Get access to Jotform Enterprise’s powerful EdTech features with a 30% education discount
4 Embarcadero Center, Suite 780, San Francisco CA 94111

© Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement