Gsheet CRM

Gsheet CRM turns the Google Sheet you already keep your customers in into a working CRM. Rather than asking you to migrate your rows into a brand-new database, it connects to a single spreadsheet and layers a leads board, follow-ups, reports, team roles, linked lists, small automations, and quotes on top of it. The product is built for businesses that run on a spreadsheet, and it is designed so that nothing has to be migrated, imported, or learned twice. Its core promise is simple: your sheet stays the database, in your Drive, and the CRM behaviour happens around it. The problem it addresses is familiar to any small team that has outgrown a plain spreadsheet but does not want the disruption of a traditional CRM. Most CRMs ask you to hand over your customer list and move your data into their system, which means import wizards, field mapping homework, a sales call, and a second place to maintain the same information. Teams then either abandon the spreadsheet they were comfortable with, or they keep it and end up with two sources of truth. Gsheet CRM is built the other way round. It keeps the rows, notes, and numbers in your own spreadsheet and adds the structure a CRM normally provides — stages, reminders, reporting, permissions, and automation — directly against that same sheet. The first feature group is the leads board. Gsheet CRM puts a board on your own sheet, letting you drag customers between stages such as New, Contacted, and Won. Every change lands straight in your spreadsheet — same rows, same columns, no copy anywhere. Nothing is duplicated or synchronised into a separate store; when you open the sheet you see exactly the same data you see on the board, because it is the data. The site illustrates this with a real estate example, showing named leads alongside their requirements, locations, and status, so a team can see at a glance who is new, who has been visited, and who has booked. Follow-ups are the second group. You can put a reminder on any customer, and overdue, today, and this week items are all shown in one place. Nobody gets forgotten because a row scrolled out of view. The reminders run inside your sheet, so they fire even with the app closed — the follow-up still surfaces when it is due rather than waiting for someone to open a separate tool. For sales work, where the cost of a missed callback is a lost deal, this keeps the pipeline moving without relying on memory or on someone scanning thousands of rows. Reporting is the third group, and it requires no formulas. Funnel, what's stuck, wins by month, and who's handling what are all computed live from your sheet every time you open them. There is nothing to build and nothing to break: no pivot tables to refresh, no dashboard that quietly goes stale because someone added a column. Because the reports read the sheet as it stands, the view a manager opens is always current. The team features add boundaries to a shared spreadsheet. You can invite your people with roles and teams, and decide whether each person sees everyone's leads, their team's leads, or only their own — while managers always see it all. That means a spreadsheet can be shared with a sales floor without every rep reading every other rep's rows, and without maintaining a separate permissions system. Linked lists are the related capability: keep properties, courses, or packages in their own tabs and link them to leads, so viewings and payments roll up onto the customer's card by themselves. Small automations round out the feature set. When a lead is created or changes stage, Gsheet CRM can set a follow-up, add a note, or hand the lead to whoever has the fewest open leads. These are rules you write in one sentence, which keeps configuration approachable for teams that do not have an operations engineer. The Product Hunt listing also notes that quotes can be produced from your own Google Doc templates, so proposals reuse documents the business already has rather than a bespoke template editor. For teams selling on WhatsApp, the product plugs straight in. Gsheet CRM also runs inside Libromi Team Inbox: your team sees each customer's card beside the conversation, and new WhatsApp leads land on this same board. The result is one sheet serving both places — the spreadsheets stays the source of truth while the chat conversation sits next to the matching row. Getting started is deliberately short. There are no import wizards, no field mapping homework, and no sales call. You sign in with Google in one tap, and the app asks to see your email only — nothing in your Drive yet. You then pick your business from a dozen ready-made setups, and Gsheet CRM creates a working sheet in your own Drive with stages, dropdowns, and an example lead already in place. From there you work the board: add leads, drag cards, set follow-ups, and open the spreadsheet any time, because it is the same data. The site summarises this as working in three minutes. If you already have a sheet full of customers, you can start from a ready-made setup and paste your rows in, with ids and formatting handled for you. The benefits centre on control and continuity. Your customer list lives in your sheet: rows, notes, and numbers stay in your spreadsheet, while the servers keep the wiring — which columns mean what, when follow-ups are due — not your customers. Gsheet CRM uses Google's narrowest Drive permission, so it can only open the single spreadsheet you connect and never the rest of your Drive. And you can leave whenever you like: disconnect the app and every row stays exactly where it always was, in a Google Sheet you own, that works without the product. Use cases follow the industries the site lists as running on a spreadsheet: real estate agencies tracking viewings and bookings, travel agencies, clinics, education providers, recruitment firms, insurance agents, car dealers, fitness studios, salons, trading and wholesale businesses, cash-on-delivery e-commerce sellers, and consultancies. In each case the workflow is the same shape — leads arrive in rows, they move through stages on the board, follow-ups keep them from being forgotten, linked tabs roll up related records, and reports show what is stuck and what has been won. On pricing, there are two plans, both billed monthly or yearly, and the board, follow-ups, reports, and automations are included in both. Startup is aimed at a small team getting its sheet under control and includes 5 team members, 5,000 leads, and 1 linked table. Growth is for teams with more people and a lot more leads and includes 25 team members, 50,000 leads, 5 linked tables, plus API access and webhooks. Both are listed at 50% off for the first 999 customers, a limited-time launch deal where the price you join at stays yours for life; a free trial is included and no card is needed to start. Overall, Gsheet CRM is best understood as CRM behaviour layered onto a spreadsheet you already own. It keeps the database where it is, adds the board, reminders, reports, permissions, linked records, automations, and WhatsApp connection a growing team needs, and leaves every row in a Google Sheet that continues to work without it.