A simple CRM in Google Sheets that tells you who to follow up with

Short answer: Use a free Google Apps Script that turns a contact list into a small CRM: change a contact's stage and the next follow-up date fills itself in, and every morning you get an email listing who to contact today. It runs in your own Google account; nothing is sent to us. Setup takes 5 steps: Make a Contacts tab; Set your stages; Paste the script; Change a stage; Turn on the morning email.

How to set it up

1. Make a Contacts tab. Add a tab called Contacts with these columns from A to G: Name, Email, Phone, Stage, Last contact, Next follow-up, Notes.
2. Set your stages. Add a tab called Settings. From row 2, list your stages in column A and, next to each in column B, how many days until the next follow-up. For example: New 1, Quoted 3, Waiting 7. Leave the days blank for stages that need no follow-up, such as Won and Lost.
3. Paste the script. Open Extensions, then Apps Script, paste in the code from our email, and save. Reload the sheet and a CRM menu appears.
4. Change a stage. Type or pick a stage in column D. Last contact becomes today and Next follow-up moves on by that stage's days. A stage with no days clears the follow-up.
5. Turn on the morning email. Choose CRM, then Start daily reminder. Around 7am each day you get one email with every contact whose follow-up is due, with their stage, email, phone and notes. No email on days with nothing due.

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Good to know

• Tip: make column D a dropdown (Data, then Data validation) using your stage names, so they always match Settings.
• Email me today's follow-ups now in the CRM menu sends the list straight away.

Questions

What does this script do?

It is a free Google Apps Script that turns a contact list into a small CRM: change a contact's stage and the next follow-up date fills itself in, and every morning you get an email listing who to contact today.

How do I set it up?

In 5 steps: 1. Make a Contacts tab; 2. Set your stages; 3. Paste the script; 4. Change a stage; 5. Turn on the morning email. The full steps are on this page.

Is it free, and does it send my data anywhere?

It is free: enter your email on this page and we email you the script (Code.gs). It runs in your own Google account; nothing is sent to us.

Can you install it for me?

Yes. We set it up in your Google account in a short Connect session, connect it to your sheet and check that it runs.

Want this connected to the rest of your tools? Send us a short brief.