A spreadsheet is enough
- You handle leads yourself or with one other person
- You need a client list, statuses and reminders
- Your report is a few numbers a week
- You want to start now, without learning a new service
ServicesBusiness automationGoogle Sheets CRM
Google Sheets CRM
Google Sheets CRM
A Google Sheets CRM for when it’s too early to learn a new system: leads from your site, DMs and phone land as rows on their own, reminders go out without you, and a report arrives in Telegram.
- Price quoted personally
- The sheet is on your account
- Leads go 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
A spreadsheet as a CRM: who it’s for
A spreadsheet you already know how to open becomes a simple client database. I connect automation to your Google Sheet: leads land on their own, you get a message in Telegram, and reminders go out to clients without you.
It’s for you if your leads are scattered across DMs, a notebook and your memory, and it’s too early to pay for a separate CRM and learn how to use it. No new service to install. And when you outgrow the sheet, your database is already in order and ready to move.
Gordey Fisun · updated
Sheet or CRM
When a spreadsheet is enough, and when it’s time for a CRM
Honestly: a spreadsheet isn’t forever. Here are the signs you’ve hit its limit.
Time to move to a CRM
- Several managers run deals and lose track of who’s handling which client
- Each person needs their own permissions: who sees and edits what
- You want the whole conversation history in one client record
- The sheet has grown and is awkward to use
Specifics
How I build the sheet so you don’t have to redo it later
A few rules that keep the sheet from turning into a junk pile.
One client — one row
A repeat request from the same client doesn’t create a new row. The database doesn’t fill up with duplicates, and the client’s history stays in one place.
The source in every row
Website, Instagram, phone — the tag is added automatically. The report shows where your clients really come from.
Your notes don’t get in the way
The columns the automation fills in are kept apart from your comments. Write whatever you like — the leads stay in place.
The sheet is on your account
The sheet lives on your Google account, and you control access. If you leave, the sheet, the automation and the data stay with you.
If something breaks, you hear first
If a lead doesn’t get saved, the automation tries again and messages you. You learn about a problem from the system, not from a client.
Ready to move to a CRM
One client — one row, each with a source and status, so the sheet is easy to move to a CRM. And the automation also connects to whichever CRM you choose.
What’s inside
What a Google Sheets CRM can do
Leads from everywhere — as rows
A website form, a DM, a call — each lead becomes a row: name, contact, what they need, where they came from. The same client isn’t added twice, and you get a message right away.
Statuses instead of memory
New, in progress, awaiting payment, closed — you change the status in one click, and rows are color-coded, so you instantly see who’s stuck.
Automatic reminders
The day before a visit or payment, the client gets a reminder by messenger or email. You no longer write them or keep them in your head.
Monday report
At 9 a.m. in Telegram: the week’s leads, bookings and payments, and where clients came from. No need to open the sheet.
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 goes
How I set up a CRM in Google Sheets: four steps
All I need from you: where your clients come from and what happens with them next.
Where leads come from
You tell me where leads come in now and how you track them. Together we set up the columns and statuses to fit your work.
The sheet on your account
I create a new sheet or take yours, and connect the form, DMs and Telegram notifications for you.
A test on your real leads
The sheet runs alongside your usual way of working until you’re sure nothing gets lost.
Handover and training
I hand over the access and the project passport, and spend an hour showing you how to change statuses, columns and reminder texts yourself. The Monday report then arrives without me.
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 spreadsheet as a CRM
How does a Google Sheets CRM work?
It’s a regular Google Sheet where leads from your website, DMs and phone land as rows on their own, with a status and source. Reminders go out to clients automatically, a weekly report arrives in Telegram, and the sheet stays on your account.
Is there a ready-made CRM template for Google Sheets?
I don’t sell ready-made templates: I build the columns, statuses and reminders around how your business actually works. If you already have your own sheet or a template from the internet, I can use it as a starting point.
What if my client database is in Excel?
Tell me about it on our first call: I connect the services you already use and choose the tool for the task. Often the simplest option is to move the database from Excel to Google Sheets: you can open it on your phone, and leads and Telegram notifications can be connected to it.
Why a spreadsheet if I can go straight to a CRM?
You already know how to open a spreadsheet, so there’s nothing new to learn, and you can start right away. If you already have a CRM, you don’t need the sheet: the automation connects straight to your CRM.
When will a spreadsheet stop being enough?
When several managers handle leads, each needs their own permissions, and you want the conversation history in one client record. Then we move the database to a CRM, and I connect the automation there too.
What should I prepare for the first call with Gordey?
Nothing special: tell me where your leads come from and what you do with them next. If you already keep a sheet or a list in a notebook, show it to me — we’ll start from there.
How much does it cost to set up a spreadsheet as a CRM?
I’ll give you the exact price of setting up a spreadsheet CRM after our first call — and it won’t go up after that.