Template
Simple CRM
A single user CRM built with Google AppSheet
This simple CRM lets you manage contact information, record interactions, set reminders, and see what's due when.
Click the "Copy and Customize" button above to install a copy of the app in your own Google Account.
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Also see:
tablet mode & fullscreen mode
How we built this app
This app stores its data in a Google Sheet. When you install the app, a new Google Sheet named Contacts will be created in your Google Drive account. All of your CRM data will be stored in that sheet, so don't delete it! The sheet will have three child sheets named Contacts, Reminders, and Interactions. To avoid errors, it's recommended that you make all changes via AppSheet instead of within the sheet itself.
Within the CRM app, all data is managed through contacts. Therefore, it's necessary to create a Contact first, and then you can add Interactions and Reminders through the contact record.
This is a preview of the data sets used in the app.
Data
This is a high-level model of both the data entities and the UI elements in the app.
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