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I will build a custom CRM with google sheets and apps script
Vicky H
About this gig
Tired of paying $30+/user every month for CRMs like HubSpot or Salesforce?
I build enterprise-grade Google Workspace CRMs and internal web apps hosted 100% inside your Google Drive. You get a sleek, web-based UI for standardized data entry and executive reportingwith zero monthly SaaS fees.
Key Features: Admin-Controlled Security: Master Google Sheets stay locked under HR/Admin accounts to keep sensitive data protected.
Custom HTML Forms & Sidebars: Enforce clean, standardized data entry for sales and HR without exposing underlying sheets.
Executive Dashboards: Real-time KPI cards, active client counts, contract renewal alerts, and visual pipeline charts.
Passcode Access Control: Web app authentication to manage viewing and editing rights across departments.
Automated Email Alerts: Gmail triggers for contract expirations, status updates, and onboarding steps.
Why This Solution? 100% Data Privacy: Your data stays strictly inside your Google Drive. Zero SaaS Overhead: One-time build cost, no recurring per-seat fees.
Async Delivery: Full documentation and video walkthroughs included.
Send me a message to discuss your custom workflow!
Get to know Vicky H
Vicky H
Senior CX Systems Architect with over 12 Yrs Operations and Zendesk Automation
- FromHong Kong
- Member sinceJun 2023
Languages
English, Chinese
Hi! I’m Vicky, a CX Systems Architect with 12+ years of senior leadership experience managing enterprise customer operations, retail escalations, and multi-brand service delivery.
I specialize in custom Google Workspace web apps and Zendesk API integrations:
• Multi-Store Zendesk Escalation Portals
• Executive After-Sales Analytics (SLA, FCR, YoY)
• Google Workspace CRMs with Custom HTML Forms
• Offloading Zendesk Attachments to Google Drive
Save thousands on SaaS fees with turnkey, private solutions. Let's connect!
FAQ
Do I need to pay any recurring monthly or annual fees?
No. The entire system is built natively on Google Apps Script and Google Sheets, running entirely on your existing Google Workspace account with zero subscription costs.
How do we keep team members from accidentally deleting formulas in the spreadsheet?
Users interact exclusively through custom HTML web forms and sidebars. The main database remains locked and restricted to designated department.
Can this be customized to match my company's exact workflow?
Yes. I customize all data fields, pipeline categories, colors, and automated email alerts to match your exact business requirements.
