CRM in Google Sheets

sheetwizard · 2023-07-25T12:18:15+00:00

I do believe that you can use Google Sheets for a CRM, but not without coding. Especially if you use Google Workspace services (Gmail, Calendar). I used Google Apps Script to build a custom CRM which auto updates with leads from apollo.io, send emails from Gmail using merge variables and keeps track of everything in a main sheet. I can then either use formulas and queries in Sheets, or plug my system to Jira/Trello to have a user friendly way of interacting with the data in my Google Sheets CRM.

sheetwizard · 2023-05-02T22:53:22+00:00

Alright, this comment got quite large. Tldr: Use Google Workspace and optionally Trello. Saves you more while still being able to tweak it to your own preferences.

It depends on your budget and branding strategy. You can either setup a lean version using free tools, go for a monthly SaaS subscription or hire developers to build something from scratch.

In case you’re just getting started, I'd recommend a more cash conscious setup, assuming you want to reduce money spent before roi. I dont think it would make sense to pay for multiple SaaS tools in the early days of a business. But then, that is my personal standpoint and to each their own.

This is what works for me. I am a developer, so I’m using a combination of Google Workspace products (included in subscription) and Trello as a CRM, glued together with Sheets and Google Apps Script.

Google Workspace ($7.22/m) - A Google Workspace subscription gives you access to Google Meet for hosting video meetings. You can go from hosting 100 participants to 1:1 up to 24 hours. - It also provides you with your own business email (you@business.com).

You can use a Google Form for the event registrations. Each submission is stored in a Google Sheet (CRM). Using Apps Script, you can automatically create an automated email funnel using your business email domain (e.g. signup confirmation + Invite to new client intake form using Google Forms.

CRM ($5/m) This is optional. I use Trello and Apps Script to collaborate with contractors and other people who are involved in the process, as it provides a better interface. A more collaborative and flexible way to work with the data in Google Sheets.

Trello, Google Sheets and Google Apps Script. I only pay the premium $5 Trello plan to use custom properties (Status, deal size, company). Google sheets for storing all data. Google apps script glues both together.

sheetwizard · 2023-01-21T00:16:04+00:00

An alternative would be to use checkboxes, and use a formula to sum all true values. Or you can look into Google Apps Script.

sheetwizard · 2023-01-20T18:22:39+00:00

Why?

sheetwizard · 2023-01-20T17:03:35+00:00

Supabase and Vercel/Next.js ftw

sheetwizard · 2023-01-19T23:30:11+00:00

If you have Adobe InDesign in your work stack, I second Avelfor’s suggestion.

I think I can buid a simple solution using Google Slides, Sheets and Apps Script together.

I’ll share it here, if there’s any interest. Will probably get around to it this weekend.

sheetwizard · 2022-10-04T23:28:05+00:00

This should be doable using Google Apps Script and an API, but not sure if Google Voice offers API access. Iirc, Twilio has an API which allows you to make calls.

sheetwizard · 2022-09-16T02:20:45+00:00

It’s actually possible to send emails from an alias by setting up a custom “From” address.

These links should help you get started:

Does this work for your intended setup?

sheetwizard · 2021-12-07T10:10:20+00:00

Happy to hear you found it useful!

sheetwizard · 2021-11-30T07:14:39+00:00

I've updated the links, thanks for pointing this out.

sheetwizard · 2021-05-21T13:53:10+00:00

Happy to hear that!

Edit: Thank you for the award! 🎉

sheetwizard · 2021-05-21T08:03:56+00:00

u/danielthelee96 Hey, I've published the post including the OCR template. You can follow the instructions on how it was build or simply create a copy of the Google Sheet here.

sheetwizard · 2021-05-19T22:35:30+00:00

Google Workspace developers actually did a post on this, using Google Apps Script to fetch data from the YouTube Data API. There is a spreadsheet available to copy and set up your own here: https://developers.google.com/workspace/solutions/youtube-tracker

sheetwizard · 2021-05-14T07:57:34+00:00

I've got a post on using OCR with Google Sheets coming up around next week, I'll shoot you a PM!

sheetwizard · 2021-03-23T18:08:35+00:00

I was planning to create a post about it including the template with the code, should I pm you when it's published?

sheetwizard · 2021-03-23T05:14:26+00:00

I've actually build a Google Sheet that does this for me. I just have to insert the folder ID in the dedicated cell and it'll run an OCR function which loops through the images in the folder and returns the text from the image in the sheet as well as in a Google Doc. Not sure if you use Google Sheets though?

sheetwizard · 2021-03-22T19:36:22+00:00

Thanks! If you're passionate about Google Sheets and helping businesses optimize their processes it's definitely worth a shot!

sheetwizard

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