How To Create a CRM in Google Sheets

Create a Quick and Simple CRM Using Google Sheets

In this video, learn how to build a basic Customer Relationship Manager (CRM) using Google Sheets. This tutorial covers creating dropdown menus, establishing a pipeline to track sales and contacts, and setting up a dashboard to monitor progress. The CRM includes important fields like start date, last contact date, and close date, with easy step-by-step instructions to manage your customer interactions efficiently. Ideal for small projects involving press outreach, quick sales, or customer follow-ups. By the end, you'll have a functional CRM to manage your relationships and tasks effectively.

00:00 Introduction to CRM and Roadmap Overview
01:07 Setting Up the Basic CRM Structure
03:44 Creating Dropdown Menus for Status
06:48 Building a Sales Pipeline
10:19 Designing a CRM Dashboard
16:55 Final Touches and Conclusion