CRM records remain in Google Sheets and Drive rather than being moved into a separate hosted CRM database.
SheetsCRM documentation
Start using SheetsCRM.
Clear instructions for installing the app, building your first CRM and working with your team.
One setup for the account ownerComplete the wizard from the home screen. Invited users only need to sign in.
01 · Get started
Install, sign in and begin.
The account owner completes the Google setup wizard from the SheetsCRM home screen. This is a one-time setup for the shared workspace. Invited team members do not repeat it.
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Download the Windows or macOS installer using your licence number.
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Install and open SheetsCRM on your computer.
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If you are the account owner, open the setup wizard on the home screen and follow each step to configure the required Google services and credentials.
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When the wizard is complete, sign in with the Google account used during setup.
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If you were invited by an account owner, skip the setup wizard and sign in with the Google account that received the invitation.
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Create your first CRM database or open the shared workspace you were invited to.
Only the account owner completes the setup wizard. Invited users install SheetsCRM and sign in with their invited Google account.
02 · Create a database
Shape the CRM around your work.
A database is the shared customer workspace your team will use. Each database is backed by Google Sheets and can have its own fields, stages and requirements.
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Open Contacts and select Create new database.
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Give the database a clear name, such as Sales Pipeline or Customer Accounts.
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Add the fields your team needs and choose the appropriate data type for each one.
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Drag fields into the order you want them to appear.
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Mark important fields as required to keep records complete.
You can return to database settings at any time to add fields, change options or reorganise the workspace.
03 · Manage contacts
Keep every relationship in context.
Use the contacts table to find, review and update customer records. Opening a record gives you one workspace for details, notes, opportunities and activity.
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Choose a database from the Contacts page.
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Select Create contact to add a record, or click an existing row to open it.
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Use search and filters to narrow the table by any field.
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Update details, add notes and review the activity timeline from the contact window.
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Send email, schedule a meeting, add a task or create an opportunity without leaving the record.
04 · Opportunities
Move deals through a visual pipeline.
Opportunities can be created from a contact and tracked across custom stages, giving the team a shared view of progress and value.
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Open a contact and select Create opportunity.
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Enter the opportunity name, value, stage and any supporting details.
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Open Opportunities to see every active deal on the board.
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Drag a card into another stage as the deal progresses.
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Open any opportunity to update it or return to the associated contact.
05 · Calendar and tasks
Plan the next action from the CRM.
Appointments, Google Meet calls and tasks can be created directly from the contact workspace and remain connected to the customer record.
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Open a contact and select the Activities area.
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Choose whether to create an appointment, Google Meet call or task.
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Add the date, time, attendees and any notes.
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Save the activity to add it to the contact timeline.
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Use the Calendar page to review upcoming work across the team.
06 · Invite your team
Collaborate without per-user subscriptions.
SheetsCRM is a desktop application, but your team works from the same Google-backed data. Invite as many users as your licence and workflow require.
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Open Settings and go to Team users.
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Enter the Google email addresses of the people you want to invite.
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Review their permissions and switch access on or off as needed.
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Send the invitations.
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Each team member installs SheetsCRM, signs in with the invited Google account and joins the shared workspace.
Google Drive and Sheet permissions remain the underlying source of access to shared CRM data.
07 · Your data
Your Google account remains the source of truth.
Access is granted through your Google account and the permissions approved when you sign in.
Manage team access from SheetsCRM and use Google sharing permissions for additional control over underlying files.
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