The CRM and Sales Pipeline Management System Web App brings 17 connected modules — Leads, Contacts, Accounts, Deals, Activities, Reminders, Notes, Interactions, Quotes, Products, Targets, Attachments, Reports, Users and Lists — into one secure workspace, with a live dashboard that tracks 6 KPIs across 8 filters. It runs on Google Sheets and Google Apps Script, so your entire sales database stays inside your own Google Drive. Setup takes minutes: make a copy, deploy the web app, and log in.
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🔑 Key Features of the CRM and Sales Pipeline Management System Web App
This is a full multi-user CRM, not a single spreadsheet. It ships with a secure login screen and two access levels — Admin and User — so you control exactly who can view and edit each record. The Admin manages users and the dropdown values used across every form.
The system covers 17 modules end to end: capture potential customers in Leads, store relationship details in Contacts, keep company records in Accounts, and move opportunities through the pipeline in Deals with stage, value, probability % and expected close date on every deal.
The Dashboard surfaces 6 KPI cards — Total Leads, Open Deals, Pipeline Value, Won Deals, Follow-ups Today and Overdue Tasks — and lets you slice the data with 8 filters (From Date, To Date, Assigned User, Lead Source, Lead Status, Deal Stage, Industry and Region). Activities, Reminders, Notes and Interactions keep every call, meeting, follow-up and next step logged against the right record, while Quotes, Products and Targets handle proposals, your service catalogue and monthly goals. The Reports page runs filtered CRM reports you can export.
📦 What’s Inside the CRM and Sales Pipeline Management System Web App
Login Page
The secure login screen where each team member enters their CRM username and password to access the system. Access is governed by the Admin/User role set on the Users page.
Dashboard
The command centre of the CRM. Filters at the top (From Date, To Date, Assigned User, Lead Source, Lead Status, Deal Stage, Industry, Region) narrow the view, while 6 KPI cards show Total Leads, Open Deals, Pipeline Value, Won Deals, Follow-ups Today and Overdue Tasks. Recent leads and recent deals are listed below.
🚀 Try the Live Demo Before You Buy
We have deployed this web app in our own Google account so you can test every page, every role — with real sample data — before purchasing. No signup, no email required.
🔑 Test Login Credentials
Sign in as admin to manage all users, lists, settings, CRM modules, reports, and import/export, or as any sales user to work assigned leads, contacts, deals, activities, and follow-ups.
💡 What you get after purchase: The full source code (Code.gs + Index.html) plus a step-by-step deployment guide so you can deploy your own private instance in your own Google account in under 15 minutes.
Leads
Captures and tracks every potential customer. Each lead record shows Lead Code, Lead Name, Company Name, Mobile, Source, Lead Status, Priority, Assigned To and Next Follow-up Date.
Contacts
Stores customer contacts and relationship details: Contact Name, Company / Account, Mobile, Email, Designation, Assigned To and Status.
Accounts
Keeps company and account records, including Company Name, Industry, Phone, Email, City, Account Owner and Account Status.
Deals
Represents the sales pipeline opportunities and their values. Each deal shows Deal Name, Account / Company, Deal Value, Pipeline Stage, Deal Status, Probability %, Expected Close Date and Assigned To.
Activities
Logs calls, emails, meetings, demos, tasks and follow-ups. Each activity records Activity Type, Subject, Related Record, Due Date, Priority, Status and Assigned To.
Reminders
Holds follow-up, meeting, proposal and renewal reminders with Reminder Type, Related Record, Reminder Date, Reminder Time, Assigned To and Status.
Notes
Captures customer notes and follow-up context: Related To, Related Record, Note Date, Note Text and Added By.
Interactions
Records customer interaction history and next steps, including Date, Related To, Related Record, Interaction Type, Summary, Next Step and Added By.
Quotes
Holds quote and proposal records: Quote Number, Quote Date, Lead / Contact / Account, Deal, Total Amount, Status and Valid Until.
Products
The product and service master list with Product Code, Product / Service Name, Category, Standard Price, Unit and Active Status.
Targets
Sets monthly lead, deal and revenue targets per user: User, Month, Year, Target Leads, Target Deals and Target Revenue.
Attachments
A customer and proposal attachment index storing Related To, Related Record, File Name, File URL, Uploaded By, Uploaded At and Notes.
Reports
Runs filtered CRM reports you can export. Choose a report, set the date range and filters (Report, From Date, To Date, Assigned User, Lead Status, Deal Stage), then run it.
Users
The admin user management and login-access page. Each user shows Name, Username, Role, Email, Phone, Department, Active Status and Last Updated.
Lists
Where the Admin manages the dropdown values used across every CRM form: List Type, Value, Active Status, Sort Order and Last Updated.
📊 CRM Web App vs. Excel CRM vs. Paid CRM SaaS — Where This Fits
| Feature | CRM & Sales Pipeline Web App | Excel CRM / VBA Tool | HubSpot / Pipedrive / Salesforce |
|---|---|---|---|
| Cost | $39.99 one-time | $15–40 one-time | $25–150 / user / month |
| Platform | Google Sheets + Apps Script (browser) | Microsoft Excel (desktop) | Cloud SaaS |
| Setup time | Under 15 minutes | 5–10 minutes | Hours to days |
| Real-time team collaboration | ✅ Shared Sheet backend | ❌ Limited (file passing) | ✅ Yes |
| Mobile access | ✅ Any browser | ❌ Clunky | ✅ Native apps |
| Multi-user login & roles | ✅ Admin / User built-in | ❌ Rare | ✅ Yes |
| Your data ownership | ✅ Stays in your Google Drive | ✅ Local file | ❌ Vendor servers |
| Year-1 cost at 5 users | ✅ $39.99 total | ~$40 total | $1,500–9,000 / year |
For teams that want a real CRM with multi-user login and a live pipeline without paying $25–150 per user every month, the CRM and Sales Pipeline Management System Web App sits in the sweet spot.
👥 Who This Template Is For — and Who It’s Not For
✅ This template is built for:
- Small and mid-sized sales teams (1–50 reps) that have outgrown spreadsheets but don’t want a per-seat SaaS bill
- Founders, consultants and agencies who want to own their customer data inside their own Google Drive
- Sales managers who need a shared pipeline, follow-up reminders and monthly targets in one place
❌ This template is NOT for:
- Enterprise teams that require SOC 2, SSO/SAML and a dedicated account manager
- Organisations that cannot use Google Workspace / Google Drive for policy reasons
- Teams needing native telephony, automated email sequences or marketing automation out of the box
⚙️ How to Use the CRM and Sales Pipeline Management System Web App
- Purchase and download the ZIP, then open the included PDF setup guide.
- Click the “Make a Copy” link to copy the CRM into your own Google Drive.
- Open the Apps Script editor and deploy the project as a Web App, granting the requested permissions.
- Open the generated web app URL and log in with the default admin account shown on the Users page.
- Use the Lists page to set your lead sources, deal stages, statuses and other dropdown values.
- Start adding Leads, Contacts, Accounts and Deals — the Dashboard KPIs update automatically.
💼 Real-World Use Cases
Marco runs a 6-person B2B agency. He uses the CRM and Sales Pipeline Management System Web App to capture inbound leads, move them through Deal stages with a probability % on each, and check the Pipeline Value KPI every Monday — without paying for five Pipedrive seats.
Aisha is a solo consultant. She logs every call and meeting in Activities, sets renewal Reminders, and stores signed proposals in Attachments, so nothing slips through the cracks between client engagements.
The Verma family business uses the Targets and Reports pages to set monthly revenue goals per salesperson and run filtered reports by Assigned User and Deal Stage at month end.
❓ Frequently Asked Questions
What is the CRM and Sales Pipeline Management System Web App?
It is a multi-user CRM web application built on Google Sheets and Google Apps Script. The CRM and Sales Pipeline Management System Web App covers 17 modules — from Leads and Deals to Quotes, Targets and Reports — behind a secure login, all running in your browser.
Do I need to pay a monthly fee?
No. The CRM and Sales Pipeline Management System Web App is a one-time purchase of $39.99 with lifetime access and free updates. There are no per-user seats or recurring subscription charges.
Where is my customer data stored?
Your data lives in a Google Sheet inside your own Google Drive. Because the CRM and Sales Pipeline Management System Web App runs on your Google account, you keep full ownership and control of every record.
Can multiple users log in at the same time?
Yes. The system includes a Users page with Admin and User roles, so several team members can log in concurrently and the Admin controls access and the dropdown lists used across the CRM.
How long does setup take?
Most people are running in under 15 minutes: make a copy of the file, deploy it as a web app from the Apps Script editor, and log in with the admin account included in the guide.
How does this compare to HubSpot or Pipedrive?
HubSpot and Pipedrive charge $25–150 per user every month. The CRM and Sales Pipeline Management System Web App delivers leads, contacts, accounts, deals, a visual pipeline and reports for a single one-time payment, while keeping your data in your own Drive.
👤 About the Author
Built by PK — Microsoft Certified Professional with 15+ years of Excel, Google Sheets, and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels (@PK-AnExcelExpert, @NextGenTemplates, @NeoTechNavigators). Every template is hand-built and tested before release.
🔗 Explore Related Templates
- Daily Sales Purchase System Web App — a companion multi-user system for logging daily sales and purchases.
- CRM KPI Scorecard in Google Sheets — track CRM performance against targets.
- Customer Relationship Management (CRM) Dashboard in HTML — a lightweight analytics view of your CRM data.
- Browse more Google Sheets Web Apps and Sales & Marketing templates.
Also available as analytics dashboards: the CRM Development KPI Dashboard in Power BI and the Sales Funnel KPI Dashboard in Power BI.
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📅 Last updated: June 2026
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