Spreadsheet CRM is a simple and free sales spreadsheet system that helps you track your leads and opportunities right from inside of Google Drive.

Instead of wasting time with complicated CRM systems, use this simple spreadsheet to close your first million dollars of business.




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Powered by Google Drive, Gmail and ToutApp

Tracks Leads
and Opportunities.

Built-in tracking analytics.

Integrates with ToutApp email tracking data.

About

Spreadsheet CRM is a product of ToutApp Labs.


Why

Over here at ToutApp, the complete sales communications, and email tracking platform, we've work with a ton of salespeople who have consistently expressed their frustration with complicated CRM systems.


How

And so, we used our expertise with Gmail and Google Spreadsheets to put together a dead simple lead and opportunity tracking system that helps you focus on actual selling instead of dealing with clunky, complicated and often expensive CRM software.


Remember: It's just a spreadsheet.

Features

Track Sales

Easily track pertinent data around your Leads and Opportunities in a simple Google Drive spreadsheet.

Built-In Analytics

Built in formulas and queries give you analytics around your leads and sales pipeline.

Follow Up Reminders

Just write down the last time you reached out and the spreadsheet will automatically remind you when its time to reach out next.

ToutApp Integration

Integrates with Tout APIs to automatically track your last sent email along with view/click/presentation data.

Help & Support

Spreadsheet CRM is completely FREE for you to use. We also offer help and professional services to help you get started.

Screenshots

Here are a few basic screenshots of the spreadsheet.

Updates

Version 1.0.2

Released on March 13th, 2012
  • New Full iOS 5.1 compatibility
  • Fix Push notifications update & fixes
  • New Added dashboard refresh button
  • fix Various UI enhancements

Version 1.0.1

Released on January 10th, 2012
  • New Full iOS 5 compatibility
  • Fix Push notifications update & fixes
  • New Added dashboard refresh button
  • fix Various UI enhancements

Version 1.0

Released on January 1st, 2012
  • New Initial release for iOS and Android

Press

Contact

For general questions, bug reports or press inquires please fill out the form below.

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Frequent Questions

  • Q. What are the requirements for using Spreadsheet CRM?

    This is as simple as it gets. All you need is a Google account with access to Google Drive (previously known as Google Spreadsheets).

    When you sign up, we'll link you to a spreadsheet template which you can pull into your account and make your own.

  • Q. How does it work?

    The easist way we can answer this is by saying: "It's just a spreadsheet."

    Once you install the template, you'll feel right at home and all the fields that you should be tracking around your Leads and Opportunities will be there for you.

  • Q. How much does it cost?

    Spreadsheet CRM is completely FREE.

  • Q. But shouldn't I get a CRM?

    If you're looking to track multiple custom fields, have a custom workflow and need to share and coordinate your sales pipeline with multiple people, CRMs are great and worth the cost.

    If it's just you, start with this simple and free solution; close your first million dollars of business, and then upgrade to the fancy stuff.

  • Q. What kind of analytics do you provide?

    Because of some of the more advanced formulas and functions available in Google Drive, we've been able to give you some insignful analytics.

    With Spreadsheet CRM, you'll be able to see the type of titles that are in your Leads, the stages in your Opportunity pipeline and even the total value of all of your deals.

    We'll also help you track your last touch with each lead and opportunity and automatically remind you when you should next follow up with them.

  • Q. Does this integrate with Gmail?

    Not directly.

    However, this does integrate into ToutApp, the sales communications platform. So if you use Tout from inside of Gmail or Outlook to send your emails, your Spreadsheet CRM will automatically fill in your last contact date and pull in your tracking data for you.

  • Q. Does this integrate with LinkedIn?

    Yes.

    When you put in someone's name, company and email address, we'll automatically generate a search link for you which will link you directly to the person's LinkedIn profile 99% of the time.

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Toggle Lists

  • Q. What are the requirements for using this app?

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  • Q. How does it work?

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  • Q. How much does it cost?

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Lightbox Images

Tooltips

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