Is a Spreadsheet a CRM Tool? Is it a Good Option?

July 15, 2024

Is a spreadsheet a CRM tool?

The simple answer is yes….spreadsheets like Google Sheets or Excel can be used as a CRM.

This is because spreadsheets are highly versatile and designed to effectively organize, process, and analyze different data types.

If your CRM (customer relationship management) needs are primarily about managing and storing data, then using a spreadsheet as a CRM is perfect.

However, if you're looking for a CRM that can also handle more complex tasks such as:

Managing sales data.
Sending notifications and emails.
Automating inventory.
Capturing leads.

A simple spreadsheet may likely fall short.

If this is you, it's better to leverage dedicated CRM software like HubSpot, Monday.com, and Zoho CRM.

Another option is to hire a specialist with knowledge of Google Sheets and Apps Script to design a bespoke CRM spreadsheet solution for you.

However, if you require advanced CRM features but don’t have the means to pay for a Google Sheets spreadsheet expert, I have the solution for you.

Is there a CRM for Google Sheets?

Unfortunately, there is no CRM for Google Sheets.

While many CRMs, such as HubSpot and Streak, work well with Google, they don’t quite hit the spot.

As a small business owner myself, I realized there was a gap in the market for Google users wanting to manage all their customer-related data and activities on one Google Sheet.

So, I created my very own CRM for Google Sheets.

Google Sheets CRM template - Sheetify CRM

Enter Sheetify CRM - an affordable, comprehensive Google Sheets CRM solution.

Built entirely through Google Sheets, I developed this functional CRM specifically for small and micro-businesses looking to manage their entire business through Google Sheets.

This downloadable Google Sheets template allows you to monitor your sales and organize contacts, leads, and deals in one customizable spreadsheet.

But that’s not all.

You can also send bulk emails, manage your inventory and tasks, log customer issues, create invoices, and more.

Sheetify CRM is the epitome of a lifetime CRM, available to both free and paid Google Workspace users for a one-off payment of $67.

This price point includes all current and future features, plus lifetime updates.

You can find out more about how this Google Workspace CRM works here.

Why use Sheetify as a Google Sheets CRM?

There are many reasons why you should consider using Sheetify CRM as a Google Sheets CRM solution:

Cost-Effective: Sheetify CRM is available for all Google users, and there are no ongoing monthly fees, hidden costs, or significant upfront investments. You’ll only pay $67 for lifetime access to Sheetify CRM’s features.

Customization: Unlike many one-size-fits-all CRM solutions, you can tailor Sheetify CRM to match your specific workflow, processes, and data requirements.

Ease of Use: Sheetify CRM has a shallow learning curve and offers the same user-friendly, intuitive interface as Google Sheets.

Collaboration and Accessibility: As a Google product, Sheetify CRM supports real-time collaboration, allowing multiple team members to view and edit the sheet simultaneously from any location.

Integrations: As part of the Google ecosystem, Sheetify CRM seamlessly integrates with Gmail, Google Forms, and Google Tasks to enhance functionality.

These reasons, paired with Sheetify CRM’s fantastic features, make it an attractive Google Sheets CRM solution for various small and micro-businesses globally.