Gsheet CRM

Gsheet CRM is a CRM application built on top of the Google Sheet that a team already uses. Rather than importing customer rows into a separate database, it connects to one spreadsheet and turns it into a leads board with follow-ups, reports, a team and automations. Every feature in the product reads from and writes to that single connected sheet — the same rows and the same columns — so there is no copy of the data living anywhere else. It is designed for businesses that already run their customer list in a spreadsheet, from real estate agents and travel agencies to clinics, recruitment firms, insurance agents, car dealers, fitness studios, salons, trading and wholesale operations, cash-on-delivery e-commerce sellers and consultancies. Its main purpose is to give a spreadsheet-driven business the structure and visibility of a CRM without a migration project. Plenty of small businesses already keep their customers in a spreadsheet, and for good reason: it is flexible, familiar and free. The trouble is that a spreadsheet is not a CRM. Rows scroll out of view and follow-ups get forgotten. There is no shared board showing which leads are new, contacted or won, no reporting unless somebody builds formulas, and no way to give a team member access to their own leads without handing over the whole file. Most CRM products solve this by asking businesses to move everything into a new system — import wizards, field mapping, data migration and the loss of a file the team already understands. Gsheet CRM takes the opposite approach. It keeps the spreadsheet as the database, in the customer's own Google Drive, and layers CRM behaviour on top of it, so nothing is migrated and there is nothing to learn twice. The centrepiece is a leads board built on the user's own sheet. Customers can be dragged between stages such as New, Contacted and Won, and every change lands straight back in the spreadsheet — same rows, same columns, with no copy kept anywhere. Because the board and the sheet are the same data, a team can keep working in either place. Alongside the board sits a follow-up system: a reminder can be put on any customer, and overdue, today and this-week follow-ups are gathered in one place. That means a customer does not get forgotten simply because their row scrolled out of view. According to the product's Product Hunt listing, reminders run inside the sheet itself, so they fire even when the app is closed. Reporting is generated without formulas. The funnel, what is stuck, wins by month and who is handling what are all computed live from the sheet every time the reports are opened — nothing has to be built and nothing can break. This gives a manager a current picture of the pipeline without maintaining a separate dashboard. Around that sits team management with boundaries. People can be invited with roles and teams, and the account owner decides whether each person sees everyone's leads, their team's leads, or only their own, while managers always see everything. That combination means a spreadsheet-based business can bring on staff without simply sharing the file with everybody, which is usually the point at which a spreadsheet stops working as a sales tool. Gsheet CRM also supports linked lists. Properties, courses or packages can be kept in their own tabs and linked to leads, and viewings and payments then roll up onto the customer's card by themselves — so a record for a customer shows what they have viewed or bought without manual entry. On top of this are small automations that trigger when a lead is created or changes stage. Within a single sentence of configuration, a rule can set a follow-up, add a note, or hand the lead to whichever team member currently has the fewest open leads. These rules keep repetitive admin out of the team's day: assignments stay balanced, notes get logged, and follow-ups get scheduled automatically at the moment a lead moves. The setup process is deliberately short and the product describes it as working in three minutes, with no import wizards, no field mapping homework and no sales call. The user signs in with Google — one tap, with the product asking only to see their email address at that point — and then picks their type of business from roughly a dozen ready-made setups. Gsheet CRM then creates a working sheet in the user's own Drive, complete with stages, dropdowns and an example lead already in place. From there the user simply works the board: adding leads, dragging cards and setting follow-ups, and can open the spreadsheet at any time because it is the same data. Businesses that already have a sheet full of customers can start from a ready-made sheet and paste their rows in, with ids and formatting handled for them. Data ownership is treated as a core part of the design rather than a policy page. Gsheet CRM uses Google's narrowest Drive permission, which allows it to open only the single spreadsheet that has been connected and never the rest of the user's Drive. Rows, notes and numbers stay in the spreadsheet; the company's servers keep only the wiring — which columns mean what, and when follow-ups are due — not the customer list itself. If a user disconnects the app, every row stays exactly where it always was, in a Google Sheet they own that continues to work without the product. For businesses whose customer list is their most valuable asset, this answers the most common objection to adopting a CRM. The outcome for a user is a customer list that behaves like a CRM while remaining a spreadsheet. Follow-ups no longer slip because they are surfaced in one place and fire from inside the sheet. Managers get live visibility of the funnel, what is stuck, monthly wins and workload per person without building a single formula. Teams get access boundaries so more people can work the same pipeline without everyone seeing everything. Repetitive tasks — assigning a lead, logging a note, scheduling a follow-up — happen automatically. And nothing has to be migrated, so the switch costs a few minutes rather than a project, with the reassurance that leaving is equally easy and the data stays in the Drive. The product lists the kinds of businesses it is built for: real estate, travel agencies, clinics, education, recruitment, insurance, car dealers, fitness studios, salons, trading and wholesale, cash-on-delivery e-commerce and consultancies. A real estate agency, for example, could keep properties in a linked tab, drag buyers through New, Contacted and Won, and see viewings roll up onto each customer's card. A recruitment or insurance business could set a rule so each new lead is handed to whoever has the fewest open leads. A cash-on-delivery e-commerce seller could chase overdue follow-ups from a single list. For teams selling on WhatsApp, Gsheet CRM also runs inside Libromi Team Inbox, where the team sees each customer's card beside the conversation and new WhatsApp leads land on the same board. There are two plans, both including the board, follow-ups, reports and automations. Startup is listed at $20 per month, discounted to $10 per month, and covers 5 team members, 5,000 leads and 1 linked table. Growth is listed at $50 per month, discounted to $25 per month, and covers 25 team members, 50,000 leads and 5 linked tables, plus the developer side: API access and webhooks. A free trial is included and no card is required to start, and both plans can be billed monthly or yearly. The site advertises 50% off for the first 999 customers as a limited-time launch deal, with the price a customer joins at locked in for life. Gsheet CRM is a web product that connects directly to Google Sheets and Google Drive, and integrates with Libromi Team Inbox for WhatsApp. Gsheet CRM's proposition is simple to state and unusual in the CRM market: the spreadsheet stays the database, and the CRM is layered on top of it. That means a leads board, follow-ups that do not slip, live reports, team roles and boundaries, linked lists and one-sentence automations all operating on the rows a business already keeps — in its own Drive, under Google's narrowest permission, with nothing to migrate and nothing to learn twice. For spreadsheet-driven businesses that have outgrown their sheet but do not want to hand over their customer list, it offers the structure of a CRM without giving up ownership of the data.