Google Sheets
Business tools for small teams

Run your business from Google Sheets.

The same practical systems as our Notion templates - built for teams who already live in Google Workspace.

No Notion account needed. Works with any Google account - free.

sheets.google.com - Uncle Mini CRM
Pipeline
Contacts
Follow-ups
Win rate
Lost deals
Company Value Stage Follow-up Close %
Acme Corp$24,000QualifiedApr 1470%
BlueWave Ltd$18,500ProposalApr 1755%
Nordvik AS$32,000NegotiationApr 2280%
GlobalTech$9,200LeadApr 2840%
Momentum$15,000Won100%

Looking for the Notion version? See all Notion templates at unclemini.com

Works with free Google account No Notion account needed Formulas calculate automatically Native charts and graphs One-time payment

Everything you need. In Google Sheets.

Three spreadsheet templates built for small B2B teams. Buy separately or as a bundle.

MODULE 1 - CRM & SALES
Google Sheets

CRM & Sales Pipeline

Track every deal, follow up on time and know exactly why you win and lose - all in Google Sheets.

  • Pipeline board with 6 stages and colour coding
  • 14-field contact and deal database
  • Follow-ups due - overdue dates highlight automatically
  • Cold email, call and LinkedIn outreach scripts
  • Follow-up sequences - Day 1, 3, 7 and 14
  • Lost deal log with reason tracking
  • Win rate calculator - updates automatically
MODULE 2 - FINANCE
Google Sheets

Finance & Cash Flow

Know your numbers every month. Formulas do the work - you just fill in the data.

  • Cash flow tracker - net and status calculate automatically
  • Monthly P&L - gross profit, net profit and margin auto-calculated
  • Invoice tracker - Draft, Sent, Paid, Overdue
  • Expense log with category breakdown
  • Revenue by client analysis
  • Native charts - cash flow line, revenue bar, P&L summary
  • Running balance tracked month by month
MODULE 3 - PROJECT MANAGEMENT
Google Sheets

Project Management

Track every project, task and deliverable. Know what is overdue before your client does.

  • Project tracker with status and deadline tracking
  • Task board with priority and owner columns
  • Client deliverable tracker - overdue highlights automatically
  • Meeting notes log with action items
  • Team workload view by person
  • Weekly status report template
  • Project status - Not Started, In Progress, On Hold, Completed, Overdue

Sheets or Notion - which is right for you?

Choose Google Sheets if...

Your team already uses Google Workspace
You want native charts and graphs built in
You prefer a familiar spreadsheet interface
You need to share with clients who use Google
You don't want to learn a new tool

Choose Notion if...

You want a kanban pipeline board view
You prefer a cleaner, more visual interface
You want everything in one connected workspace
You already use or want to try Notion
You want the full Business OS bundle

Not sure? See the Notion versions or download the free checklist to find your gaps first.

Start with the template that solves your biggest problem.

Three Google Sheets templates built for small B2B teams. One-time payment, instant download, yours to customise.

See the templates

One-time payment · No subscription · No seat fees · Works with free Google account