A Simple DIY CRM Solution using Google Docs

If you’re a small business owner, you’re likely managing everything from your financials to your marketing activities–and you’re doing it all on a limited budget. While you know that you need a better way to manage your sales prospects, especially during periods of growth, you just aren’t ready to pay for a customer relationship management system to keep in touch with potential and existing customers.

At Software Advice, I help review and compare most of the major CRM systems on the market. But the truth of the matter is that many of the popular systems on the market can be too expensive for many small business owners.  For these small businesses, it may be more effective to take the do-it-yourself (DIY) approach and build your own CRM system.

Building your own CRM system can provide several benefits:

  • It’s affordable (read: free)
  • It’s flexible
  • It’s easy to use and customize

A great tool for building a CRM system on your own is Google Docs. If you have a Gmail account, you already have access to an easy way to build your own CRM software. Already widely used as a management tool, it’s fairly easy to extend the power of these applications to help with customer management.   With this method, you can start tracking their sales prospects in an efficient and paperless manner. And you can do it for free. As a bonus, you’ll also be able to access this data from anywhere with an Internet connection, because information in Google Docs is stored in the Cloud.

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