The spreadsheet CRM for teams that outgrew the sheet
Bring in your Google Sheet, Excel file or CSV. Every column comes with you. SheetCRM adds the pipeline board, follow-up reminders and team access that a spreadsheet only fakes with colour coding.
Free plan: 1,000 records, no credit card.
Imports from Google Sheets links, Excel (.xlsx) and CSV files. Export your records back to CSV whenever you want.
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Name | Status | Company | Amount | Due date |
| 2 | Rohan Shah | New | Harbor & Co | ₹95,000 | Fri |
| 3 | Meera Iyer | New | Meridian Labs | ₹1,20,000 | Mon |
| 4 | Priya Mehta | Qualified | Lumen Health | ₹3,20,000 | Today |
| 5 | Arjun Rao | Proposal | Kite Logistics | ₹2,40,000 | Thu |
| 6 | Neha Kapoor | Proposal | Northwind Studio | ₹1,80,000 | Wed |
| 7 | Vikram Sethi | Won | Arcadia Works | ₹4,50,000 | — |
New 2
Qualified 1
Proposal 2
Won 1
A sheet works until the second person joins
Starting a pipeline in a spreadsheet is the right call. It’s fast and you already know it. The trouble starts when leads need owners, follow-ups need dates, and someone asks what closed this month.
| The question | In the sheet | In SheetCRM |
|---|---|---|
| Who is following up with Lumen Health? | A yellow cell that nobody updated in March. | An owner, a due date, and a reminder until it’s done. |
| Which deals are stuck? | Sort by date, squint, hope. | Drag cards across a board and see where they pile up. |
| What did we win this month? | A SUM formula somebody overwrote. | A dashboard that reads the records themselves. |
| Who can see what? | Everyone with the link, or only the person who owns the file. | Roles for owners, admins, managers and members. Members see what’s assigned to them. |
Import first. Tidy later.
Rebuilding a pipeline by hand in a new tool is where most CRM rollouts quietly die. So there is no rebuilding step.
Import your file
Upload a CSV, TSV or Excel file up to 12 MB, or paste a Google Sheets link. SheetCRM reads the first sheet, detects the columns and suggests whether the rows are leads, contacts or tasks.
Map your columns
Point each column at a field, or create a new one. Choose whether rows with the same email update the existing record. You see a preview before anything is saved.
Work it as a team
Invite teammates, assign owners and set due dates. Reminders and the daily overdue email do the chasing, so you don’t have to.
Name→NameCompany name→CompanyDeal size→AmountNext call→Due dateNotes from call→Create new columnWhat you get on top of the grid
The columns you already have stay put. These are the things a sheet can’t do on its own. Where a feature needs a paid plan, it says so.
Import from the sheet you already have
CSV, TSV, Excel or a Google Sheets link. Column types are detected for you, and unmatched columns become new fields instead of being thrown away.
Leads, contacts and tasks
Three record types with their own statuses, so a follow-up is a task with a due date rather than a yellow cell.
Custom fields that follow your process
Add any of 18 field types, group them into sections, and make a field appear, or be required, only when a record reaches a certain stage.
Table, board and calendar
Edit cells in place, drag cards between statuses, and filter by status, owner, tag or due date. Assign a batch of records to someone in one step.
Lead capture with an owner from the start
Point a website form or a webhook at your workspace. Each new lead goes to the next person in turn, or to whoever has the fewest open leads. A silence rule adds a follow-up task when a lead goes quiet.
1 webhook on Free, up to 25 on BusinessReminders that repeat until it’s done
A bell and browser notifications repeat every one to four hours. Overdue items arrive in one email a day instead of one per record.
Starter and upAutomations
When a lead is won, wait a week, then post to Zapier, Make, n8n or Slack, or send a WhatsApp message from your own number. Set conditions on any field.
Starter and up: 3, 10 or 25 rulesGoogle Sheets backup
Every lead, contact and task is copied into a Google Sheet you own, once a day or once a week. It’s a one-way copy, so a sheet of your data is always yours.
Starter and upRoles and access
Owners, admins, managers and members. Members see only the records assigned to them. Business adds audit logs for who changed what.
Pro and upDashboards and email reports
Pipeline value and win rate from your own records. A monthly summary lands on Free, weekly on Starter, and daily, weekly or monthly on Pro and Business.
Your brand and your domain
Show your logo and brand name in the app, and run the CRM from an address like crm.yourbrand.com.
Domain on Starter and upYour data stays portable
Export records to CSV, download a full JSON copy of a workspace, or let a read-only AI assistant such as Claude read your pipeline without being able to change it.
AI access on paid plansWho it fits
Small teams with a real pipeline and no appetite for a six-month CRM project.
Freelancers
You’re juggling enquiries in a sheet and losing the ones that go quiet. Start on the free plan and keep every column.
Small businesses
Two people now touch the same leads. Give each lead an owner and a due date, and stop asking who called whom.
Agencies
Run one workspace per client, each on its own plan, with roles for your team, automations and a domain that carries your brand.
Start free. Pay when the team grows.
Every workspace has its own plan, so you upgrade only the part of the business that needs it. One subscription covers the whole team, with no per-seat billing.
Free
Freeforever
For individuals and very small teams trying SheetCRM.
- One workspace on the Free plan
- Up to 1 team member
- 1,000 records
- CSV and Excel import
- 1 lead webhook for your website
- Tables, filters and dashboards
- Monthly summary email
- Basic CRM templates
Starter
₹999/month
For freelancers and small businesses replacing spreadsheets.
- One company workspace
- Up to 2 team members
- 10,000 records
- 3 lead webhooks for forms, ads and portals
- 3 automations that push updates to other tools
- More custom fields and views
- Advanced filtering and saved views
- Multiple dashboards
- Follow-up reminders
- Your own domain (crm.yourbrand.com)
- Weekly email report
- Automatic Google Sheets backup
₹799 / month billed yearly
Choose StarterPro
₹1,999/month
For growing businesses and agencies.
- One company workspace
- Up to 5 team members
- 50,000 records
- Automatic Google Sheets backup
- 10 lead webhooks
- 10 automations with conditions
- Advanced analytics and reports
- Team roles and permissions
- Daily, weekly and monthly reports
- Automation rules and activity history
- Your own domain (crm.yourbrand.com)
- Priority support
₹1,599 / month billed yearly
Choose ProBusiness
₹2,999/month
For larger teams and data-intensive workflows.
- One company workspace
- Up to 10 team members
- Higher record and sync limits
- 25 lead webhooks
- 25 automations with conditions
- Advanced access controls and audit logs
- Daily, weekly and monthly reports
- Custom reporting and workflows
- Your own domain (crm.yourbrand.com)
- Higher integration limits
- Faster support response
₹2,399 / month billed yearly
Choose BusinessPrices are per workspace per month and exclude GST. Annual billing saves 20%. Pay by card, UPI or net banking through Razorpay and get a PDF invoice each time. Change or cancel from Settings → Plan & billing.
Questions people ask before importing
Can I import my existing Google Sheet?
Yes. Paste the link on the Import & sync page, or upload a CSV, TSV or Excel file up to 12 MB. A Google Sheet needs to be shared as “Anyone with the link” or published to the web so SheetCRM can read it. You see the detected columns and a preview before anything is saved.
Will I lose any of my columns?
No. By default, a column that doesn’t match a built-in field is created as a new column, and you can choose “Don’t import” for any you’d rather leave behind. You can also update rows that share an email or name instead of adding duplicates.
Does it stay in sync with my Google Sheet?
Importing is a one-time copy. On paid plans you can also back up every lead, contact and task into a Google Sheet you own, once a day or once a week. That’s a one-way copy out of SheetCRM, not a two-way sync.
How much does it cost?
The free plan covers one workspace, one team member and 1,000 records, with no card needed. Paid plans start at ₹999 a month, or ₹799 a month billed yearly, plus GST.
How many people can use one workspace?
One on Free, two on Starter, five on Pro and ten on Business. Team roles (owner, admin, manager and member) come with Pro, and members see the records assigned to them.
Can I get my data back out?
Yes. Export your records to CSV from any list, or download a full JSON copy of the workspace (records, notes, tasks, fields, team and invoices) from Settings → Privacy & data. The workspace owner can also delete a workspace entirely.
Who can see my data?
Only the people you add to a workspace, within the role you give them, and workspaces are isolated from each other. SheetCRM doesn’t sell personal data or train models on your records. The privacy and legal page links to the full policy, the data processing agreement and the list of sub-processors.
Can I cancel?
Yes. The workspace owner can cancel under Settings → Plan & billing. The workspace keeps working until the end of the paid period, then turns read-only after a short grace period. Your data isn’t deleted.
Bring your sheet. Keep your columns.
Start with the spreadsheet you already trust. SheetCRM handles the follow-ups, the team and the pipeline from there.