There are many advantages to using a Google Sheet as a CRM, including:
- Easy to use: Google Sheets is a simple, online spreadsheet tool
- Secure: Google’s cloud storage keeps your data safe
- Access control: You can control who can view and edit your data
- Flexible: You can customize the CRM to fit your business needs using both formula and Apps Script
- Expandible: Manually import client data from third-party services, or use Apps Script to do this automatically
RoseCRM, a simple but functional CRM, offers all these advantages, plus through the magic of Apps Script, offers:
- Easy data entry: A standard Google Form provides simple, validated client data entry
- Automatic creation of standard documents and folders: When you submit a form, RoseCRM creates a client folder in a specified root folder, along with a GDoc and GSheet for which you can provide templates.
- One-click creation of merged, client-specific docs: Docs like contracts, NDAs, and invoices can be created with values from the client list automatically merged.
- Client tab for notes: The client tab records all notes, with the latest note visible in the main sheet.
- Customisable: RoseCRM supports adding new columns, to make the main sheet contain all the client data you need.
- All actions logged: Every action taken on the sheet by RoseCRM is logged on the Log tab.
Check out the RoseCRM Video demo.
Click on this link to take a copy of the GSheet template, and get those clients organised. Or take a look at the RoseCRM User Manual.
To add further features or bug fixes the code is open source and available on GitHub. Or you can record any issues here.
