Overview
CRM App on Google - A comprehensive CRM solution for managing schedules, leads, tasks, contracts, quotes, sales orders, invoices, and email campaigns with centralized data and multi-user access. Integrated with Google Calendar.
"Use your own Google Sheet as your private & secure database for CRM": Keep all your CRM data secure and within your control by seamlessly integrating your existing Google Sheets as a backend database. No external storage, no worries about data privacy—everything stays in your Google Workspace.
Simple & best CRM (Customer Relationship Management) for small / medium scale organization / Real Estate Industry ( Agents / Developers / Builders).
* CRM app accessible from top right Google app launcher icon.
Android User
Mobile App Instructions:
- First time user must Install add-on on Activate tab and restart.
- Install with all permissions through gmail account login.
- Click the button at the top left to setup 'CRM Data' for first-time use, OR use your admin's sheet ID for direct login.
- Setting up 'CRM Data' is a one-time exercise; remember to keep the sheet ID with you for future login.
- Default login username and password is 'admin', you can change password later on user setting.
- Watch Demo.
- Download Mobile App.
Key Features
This CRM app provides the following features:
- Manage Leads, Tasks, Schedules, Contracts, and More – All in One Place.
- Real Estate Property Leads with Buyers / Sellers Matching Dashboard.
- Dashboard for monitoring pending Schedules, Leads, Tasks, Contract Expiry details, Pending Quotes, Sales Circulars, and Pending Invoices.
- Use your own Google Sheet as a secure, private database with multi-user access.
- Multi-user access with role-based permissions for centralized sheet data, allowing teams to collaborate with restricted user rights.
- Customer and Product management, with master data accessible for streamlined operations.
- Schedule, Lead, and Task management with Open/Closed status tracking, assigned user responsibility, Google Calendar updates on save, and email notifications for assigned users.
- Service Contract management, including tracking of expiry dates and timely updates.
- Quotation management with multi-line products, the ability to print quotations as PDFs, and options to email PDF copies directly to customers.
- Sales Order management featuring multi-line product entries, PDF printing, and email options to send order copies to customers.
- Sales Invoice management, allowing multi-line product entries, PDF generation, and email capabilities for sending invoices.
- Email Campaign functionality to manage and send targeted email campaigns to customers.
- Comprehensive reporting, with data-driven insights for better decision-making across schedules, leads, sales, and more.
- This app integrates Google Calendar and email features to streamline CRM operations for your business.