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CRM & pipeline

A CRM in Sheets, for teams a real CRM would be wasted on

For a team of three to fifteen, a well-built Sheet beats a CRM nobody fills in.

Small teams abandon CRMs for a predictable reason: the tool asks for more structure than the team has, so entry lapses, so the reports are wrong, so nobody trusts it. A spreadsheet that matches how the team actually sells gets filled in, and a filled-in spreadsheet beats an empty CRM every time.

We build to your stages and your fields, add the automation that removes the boring parts — stage-change timestamps, follow-up reminders, weekly digests — and structure it so that if you outgrow it, the data exports cleanly into a real CRM rather than trapping you.

You probably recognise at least one of these

  • A pipeline that lives in someone's head or in email threads
  • No reliable answer to 'what is closing this month'
  • Follow-ups missed because nothing reminds anyone
  • A CRM subscription being paid for and not used
  • Reporting that requires someone to rebuild a summary by hand each Monday

What you get

  • Pipeline sheet with your stages, protected structure and per-user edit permissions
  • Automatic stage-change and last-touch timestamps
  • Follow-up reminders by email on your rules
  • Activity log so you can see history per deal without a separate tab
  • Weekly pipeline digest to whoever needs it
  • Clean export layout for the day you move to a real CRM

How the engagement runs

Map your sales process

Your stages, not a template's. This is the part that decides whether it gets used.

Fixed quote

Scope, price, date.

Build and pilot

One user runs it live for a week before the team is moved on.

Roll out

Permissions, training session, two weeks of adjustments included.

Questions we get asked

How many users can this handle?
Comfortably up to about fifteen concurrent editors. Beyond that, or where you need field-level permissions, we will recommend a real CRM instead of overselling a spreadsheet.
Can it stop people breaking it?
Yes — protected ranges, data validation and a separate entry form mean most users never touch the structure.
Will our data be locked in?
The opposite. It is a spreadsheet; you own it and can export it in one click. We design the schema so a future migration is a mapping exercise, not a rescue.

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Work of this kind

A multi-year CRM and pipeline dashboard for a US realtor

Tell us what it needs to do

Share the file or describe the outcome. We reply with scope, price and a delivery date.

Get a fixed quote