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Daniel Dorunga
RomânăOrder

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Client CRM

A CRM in Google Sheets: a pipeline, follow-ups, email templates and a lead form. No monthly fee.

The problem

The leads lived in a sheet, and the follow-up depended on memory.

What I built

  • A pipeline, with a win rate and a forecast.
  • Follow-ups that come due.
  • Email templates and a daily digest.
  • A lead form and a Gmail import.

Stack

Google SheetsApps ScriptGmail

Images

The Client CRM for Google Sheets cover.
A CRM in a sheet, not a subscription app.
Buy · $29Free version