How to Build a Free CRM for Your Business in 1 Hour
Step-by-step guide to building a customer management system using free tools. No technical knowledge required.
You don't need to pay $80/month for a CRM. With Google Sheets + a few smart automations, you can build a system that does 80% of what expensive platforms do.
Step 1: Set Up the Spreadsheet
Create a Google Sheet with columns: Name, Phone, Email, Lead Source, Status, Contact Date, Notes.
Step 2: Lead Form
Create a Google Form that feeds directly into the spreadsheet. Put the link everywhere — website, Instagram bio, WhatsApp.
Step 3: Automatic Alerts
With Google Apps Script (free), set up notifications so every new lead triggers an email and WhatsApp alert.
Step 4: Scheduled Follow-ups
Add a 'Follow-up Date' column. Set up a script that checks each morning for today's follow-ups and sends you a reminder.
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