Google Sheet
- No CRM, and no wish to learn a new system
- You work alone or in a small team
- Opens on your phone with no training
- A new field is just one more column
ServicesBusiness automationFor small business
Simple CRM for small business
Simple CRM for small business
I’ll build a simple CRM for small business on what you already have: leads land in a Google Sheet or your CRM on their own, tagged by source, and you get a message in Telegram.
- Price quoted personally
- Google Sheet or your CRM
- New leads sent to your Telegram
Just write — I’ll take it from there. I’ll estimate your task at no cost.
Sheetall leads together
CRMdeals and clients
To your Telegraminstantly, with the source
Remindersto clients, automatically
What it is
Client tracking without a complex system
When you work alone or with one other person, a big CRM mostly gets in the way: dozens of fields nobody fills in, and menus you have to learn. A small business usually needs just one client database where everything lands on its own.
You don’t have to set up a new system. If you have a CRM, I connect automation to it, and leads land there by themselves. If you don’t, I bring everything into a Google Sheet: a simple client database you open on your phone and understand without a manual.
It suits sole proprietors, freelancers, solo specialists and small teams — anyone whose clients still live in a notebook, chats and memory.
Gordey Fisun · updated
What to choose
Google Sheet or the CRM you already have
Either way, leads land on their own and alerts go to your Telegram. The only difference is where the database lives.
Your CRM
- You already keep clients in it
- No need to switch
- Automation connects to it
- Leads and reminders work the same way
Specifics
Client tracking software: what exactly I automate
Not a feature list from a big system, but what takes manual work off a small business.
Your client base in one place
Who wrote, when, from where and what they asked for — as rows in one sheet or CRM. Instead of scrolling through chats, you open the database.
Find any client instantly
Search by name or phone number works in both the sheet and the CRM — from a computer or a phone.
A check that everything arrived
If a step fails, you get an alert from the system, not a complaint from a client who never got a reply.
Voice notes and emails, sorted into fields
AI reads an email or voice note and puts the name, contact and request into the right columns. No retyping by hand.
Weekly report in Telegram
Every Monday you get a summary: leads, bookings and payments. You don’t have to put it together.
The database stays yours
The sheet or CRM is on your account. Clients, bookings and settings belong to you from day one.
What you get
What’s in a simple CRM for small business
One client database instead of a notebook and chats
Leads from your website, Instagram and phone go into one list, and each shows where the client came from. A repeat inquiry doesn’t create a second record.
New leads sent to your Telegram
Name, contact, what they need and where they came from — in one message. You don’t have to open the database to learn about a new client.
Client reminders go out by themselves
Before a visit or payment, the client gets a reminder by messenger or email. You no longer have to keep it in your head and message everyone one by one.
Contracts from client data
A contract, delivery note or completion certificate is filled from a template with what’s already in the database. No more copying names and phone numbers from chats.
Live demo
Watch a lead go through on its own
This is working code, not a picture. Send a request and you’ll see where it lands and who finds out.
How it works
How your client database comes together
You don’t need to understand CRMs — just show me how you work now.
You show me how it works now
Where clients come from, where you write them down, what gets forgotten most often. A voice note is fine.
We pick the platform
Your CRM, if you have one, or a Google Sheet. Together we decide which fields you really need and which you can do without.
I test it on real leads
The new database fills up alongside your usual records, and we compare the two until everything matches.
I hand it over
The database and access are on your accounts. In a one-hour session I show you how to add a field or change a reminder yourself.
5.0 · 37 reviews
- You decide whether to move forwardAfter each stage, you can stop the project. You pay only for completed and accepted stages. I refund any prepayment for stages not yet started.
- The price is final. Overruns are on meIf the task hasn’t changed, the amount named at the start doesn’t grow. If it has, we talk first, then I do the work.
- Not what we agreed — money back
- Bugs are mine. 6 months at no cost
- Critical issues — within 2 hours
- Code, domain, data — yours from day one
Questions
Questions about a simple client database
What’s the simplest CRM for small business?
The simplest CRM is one you don’t have to learn. For a sole proprietor or a small team, a Google Sheet is often enough: leads land in it on their own, and you hear about each new one in Telegram. If you already have a CRM, we keep it and connect automation to it.
Will I have to switch to new client tracking software?
No, you don’t have to switch to new client tracking software. If you already keep clients in a CRM, automation connects to it; if not, the database lives in a Google Sheet you already know how to open.
Will this work for a sole proprietor or a freelancer working alone?
Yes. A CRM for a sole proprietor or a freelancer working alone is usually a sheet with automation: clients land in the database on their own, new leads come to your Telegram, reminders go out without you. No extra fields, no complex setup.
What should I prepare before we talk?
Before we talk about your client database, think of every place clients reach you from: website, Instagram, phone, messengers. And show me where you keep clients now — a notebook, a sheet or chats — so we can decide what to move into the new database.
What does the price depend on?
The price of a simple client database depends on how many lead sources you have and what we automate: just the database and alerts, or reminders and documents too. I’ll name the exact amount after our first call — and it won’t go up after that.
Who owns the client database after launch?
After launch, the client database is yours: the sheet or CRM, access and data are on your accounts from day one. If you leave, everything stays with you.