Onesheet CRM
Onesheet CRM is a spreadsheet-based CRM platform designed for small businesses. It allows users to manage contacts, deals, tasks, and more directly within a spreadsheet interface like Google Sheets or Excel.
spreadsheet
contacts
deals
tasks
small-business
Onesheet CRM: Spreadsheet-Based CRM Platform
Onesheet CRM is a spreadsheet-based CRM platform designed for small businesses. It allows users to manage contacts, deals, tasks, and more directly within a spreadsheet interface like Google Sheets or Excel.
What is Onesheet CRM?
Onesheet CRM is a customer relationship management platform built on a spreadsheet interface. It was designed to provide small businesses and teams with an easy way to organize their customer data and sales pipeline without the complexity and cost of traditional CRM software.
Some key features of Onesheet CRM include:
- Works within Google Sheets or Excel for a familiar spreadsheet-style interface
- Includes templates for managing contacts, deals, tasks, projects, and more
- Allows users to view, edit, and create records right within the spreadsheet
- Automatically tracks deal stages, expected close dates, and sales forecasts
- Provides team collaboration features like notes, file attachments, and @mentions
- Integrates with Gmail, Google Calendar, Slack, and more
- Easy to set up and get started without extensive training
- More cost-effective for very small teams compared to legacy CRM platforms
- Can scale up by linking multiple spreadsheets as businesses grow
Onesheet CRM aims to provide small teams with an easy entry point into CRM without needing expertise or dedicated personnel. Its spreadsheet format lowers the bar for adoption while still offering tools to track and engage with customers. The platform continues to enhance functionality for managing accounts, leads, sales pipelines, and marketing efforts all from within familiar spreadsheet software.
Onesheet CRM Features
Features
- Spreadsheet-based CRM platform
- Manage contacts, deals, tasks, and more in a spreadsheet interface
- Integrates with Google Sheets and Microsoft Excel
- Customizable templates and automation features
- Collaboration and team management tools
- Mobile access and app integration
Pricing
- Freemium
- Subscription-Based
Pros
Familiar spreadsheet interface for small businesses
Low learning curve and easy to use
Affordable pricing options
Highly customizable to fit specific business needs
Integrates with other productivity tools
Cons
Limited functionality compared to traditional CRM software
May not scale well for larger businesses
Potential data security concerns with spreadsheet-based storage
Requires some technical skills to set up and configure
Official Links
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