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Lightweight CRM
Submitted by: JotForm in CRM Templates

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!

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