Updated almost 10 years ago on .
Google Sheets for Lead Tracker system?
Hi all,
I'm still a newbie (marketing on and off for 10 months) and trying to get myself more organized. Rather than using one of the paid services for CRM functions, I am thinking that I can utilize Google Sheets for this. I want the versatility to modify and tweek as I wish. I could have separate sheets for my different lists, and another sheet that is tracking my active leads. I had tried to use Zoho for this, but didn't really like the format and the lack of modifying the free version.
I assume that somebody is doing this. I'm looking for a tips or tricks to using this efficiently. Maybe if anybody has a template that could be shared? Any input is appreciated.
@jerrypuckett- you had commented on this before, but the podcast is no longer available. I'd appreciate any help that you can offer too.
I'm about to get serious about marketing, but what to be ready to handle the leads efficiently.
Thanks!