Spreadsheet-based leads board
Connect an existing Google Sheet and use a visual board to move customers between stages such as New, Contacted, and Won. Board changes are written back to the same spreadsheet rows and columns.
Gsheet CRM
Gsheet CRM turns an existing Google Sheet into a leads board with stages, follow-up reminders, reports, team permissions, linked tabs, and lightweight automations. It is intended for spreadsheet-based businesses that want CRM workflows without moving their customer records to a separate system.
A CRM interface for an existing Google Sheet
Gsheet CRM turns a Google Sheet containing customer records into a CRM-style leads board. It is designed for businesses that already manage customer information in spreadsheets and want stages, reminders, reporting, and team workflows without migrating that data to a separate system.
The product connects to one spreadsheet in the user's Google Drive and uses that sheet as the working data source: board updates are written to the same rows and columns, while reports and follow-ups are built around the connected records. New users can choose a business-specific setup, and existing spreadsheet users can paste their rows into a prepared sheet.
CRM workflows built on Google Sheets
Follow-up reminders
Assign reminders to customers and review overdue, today, and this-week follow-ups in one place.
Live reports
View funnel performance, stalled leads, monthly wins, and lead ownership using reports computed from the connected sheet without building formulas.
Team permissions
Invite teammates with roles and teams, then limit visibility to all leads, a team’s leads, or an individual’s leads. Managers can see all leads.
Linked tables
Keep related information such as properties, courses, or packages in separate tabs and link it to leads. The site says viewings and payments can roll up to the customer card.
Lightweight automations
Create sentence-based rules that set a follow-up, add a note, or assign a new lead to the person with the fewest open leads when a lead is created or changes stage.
Where Gsheet CRM can fit
Real estate lead management
Track property inquiries through stages, attach related properties from another tab, schedule viewings, and surface viewing or payment information on the customer card.
Travel agencies
Manage inquiries and bookings using a spreadsheet-based pipeline, with reminders for prospects who need a response or follow-up.
Recruitment and education teams
Give recruiters or admissions teams a shared view of prospects while controlling whether staff see all leads, their team's records, or only their own.
Appointment and service businesses
Organize customer follow-ups for clinics, salons, fitness studios, and consultancies without changing the spreadsheet where customer records are already kept.
Teams handling inbound leads
Use stage-change rules to add notes, set reminders, or distribute new leads among team members handling open opportunities.
Pros and Cons
Pros
- Uses the connected spreadsheet as the working data source instead of requiring a separate data migration.
- Combines a leads board, follow-up reminders, reports, team visibility controls, and lightweight automations.
- Supports ready-made business setups and importing existing rows by pasting them into a prepared sheet.
- Keeps the connected customer list in a Google Sheet owned by the user; the site says the app requests access to only that spreadsheet.
- Offers linked tabs for related records such as properties, courses, or packages, with viewings and payments shown on the customer card.
Cons
- The product is centered on Google Sheets, so organizations seeking a standalone CRM database may need to assess whether that workflow fits their operations.
- The pricing page currently returns a not-found page, so current billing terms are not independently confirmed by that page.
- The site describes automation as lightweight, with a specific set of trigger-and-action examples rather than a broad automation platform.
FAQ
How do you get started with Gsheet CRM?
Sign in with Google, choose a business setup, and Gsheet CRM creates a working sheet in your Google Drive with stages, dropdowns, and an example lead. You can then add leads, move cards, and set follow-ups. The site says setup takes about three minutes.
Does the free trial require a credit card?
No. The site says there is a free trial and that no credit card is required to start.
Does Gsheet CRM copy my spreadsheet data into a separate CRM?
The board, follow-ups, reports, and automations read from and write to the connected spreadsheet. Changes made in the board land in the same rows and columns in the sheet.
Can a team use Gsheet CRM with different access levels?
You can invite people with roles and teams and control whether each person sees all leads, their team's leads, or only their own. Managers always see all leads, according to the site.
Does Gsheet CRM support linked tables and developer access?
The site says the Startup plan supports one linked table and Growth supports five, while Growth also adds API access and webhooks. The pricing page itself currently returns a not-found page, so current billing details should be confirmed on the product site.
Quick Facts
- Category
- CRM and sales pipeline management
- Platform
- Google Sheets and Google Drive
- Primary users
- Spreadsheet-based businesses and small teams
- Core workflow
- Manage leads on a board while keeping records in the connected sheet
- Setup
- Google sign-in and a ready-made business setup; the site says about three minutes
- Source domain
- gsheetcrm.com
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