If you’ve been managing customers and leads in a spreadsheet, there’s a better way! In this video, I’ll show you how to use a free and simple CRM that can set up in Google AppSheet using your Gmail account.
Google AppSheet is a powerful no-code tool that lets you turn spreadsheets into apps that you can use on your computer or phone. Below, I’ve provided a link to a working CRM app, so you don’t need to build anything from scratch.
What This CRM Can Do
This simple CRM helps you manage contacts, track interactions, and set reminders, all in one place:
• Contacts: Store names, companies, email addresses, phone numbers, and any other important details.
• Interactions: Keep a history of calls, meetings, and messages with each contact.
• Reminders: Set follow-ups so you never forget to check in with a lead or client.
The app syncs automatically between your computer and phone, so your data is always up to date. Plus, it includes basic fields like name and email, but you can easily customize it by adding your own fields. I’ll walk you through exactly how to do that in the video.
How to Get Started
It only takes about 30 seconds to install the CRM. Just use this link to copy the app to your Google account, and start using it right away (see the video for details). Since the data is stored in your own Google Sheet, only you have access to it.
Want to customize it further? The video also shows you how to add your own fields.
Do More With AppSheet
If you found this helpful and want to learn more about what you can do with AppSheet, be sure to subscribe to our YouTube channel for more tips and tutorials!
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