From buying to running in about ten minutes.
There is no installer and no account to create with us. You buy a link, the link gives you a copy of the sheet, and the copy is yours.
This page is about the sheets you buy once. Sam starts from WhatsApp instead: see how Sam starts.
Buy
Pay once by card through Stripe. The receipt and your copy link arrive by email within a minute.
Copy
Open the link while signed in to the Google account that should own the sheet. Click Make a copy.
Allow
Open your copy. Click the Built on Sheets menu, then Set up. Google asks you to allow the script, once.
Run
Fill the Settings tab with your business details, paste in your customers and products, share with the team.
What Google asks, and why.
The automations are a script that lives inside your copy of the sheet. The first time you run it, Google shows a permission screen. Here is what it says and what to click.
- "Authorization required". Click Continue and choose the Google account that owns the copy.
- "Google hasn't verified this app". This appears because the script is a copy inside your own file, not a published app on Google's marketplace. Click Advanced, then Go to Sales CRM for Google Sheets (unsafe). The word "unsafe" is Google's standard label for any script it has not reviewed. It is your copy, in your account, and it talks to nothing outside your Drive except to send the emails you ask it to.
- The list of permissions. The script asks to edit this spreadsheet, create files in your Drive (the invoice PDFs), send email as you (invoices and reminders), and run on a schedule (the morning reminder). Click Allow.
Nothing goes to us. The script has no address of ours in it. We cannot read your copy, and we have no server that your data passes through. You can confirm this at any time from the sheet's Extensions → Apps Script menu, where every line of the script is visible.
What you need.
- A Google account. Free Gmail or Google Workspace both work.
- A desktop browser for setup and daily work. The Google Sheets phone app can view and edit rows, but the buttons and PDFs need a desktop browser.
- Nothing else. No add-ons, no extensions, no software on your computer.
What support covers.
Every full-version purchase includes 90 days of email support. Custom setups include 30 days of changes as well. Support covers:
- Getting the copy running in your account.
- A button, PDF or reminder that is not doing what this site says it does.
- Repairing a copy that "Check this sheet" could not fix.
Support does not cover building new features, which is what the custom setup is for, or advice on your pricing, bookkeeping or tax.
To get help, email with the name of the sheet and what you expected to happen. If we need to see the file, we will ask you to share it with us, and you can remove our access when the problem is fixed.
When your business does not fit the template.
Most businesses have one or two things that are different: a field every order needs, a document that must look a certain way, a step in the process nobody else has. The custom setup starts with a short call or a written brief. Then we build those differences into your copy, load your existing data, and record a walk-through video for your team.
It starts from $399 and the price is agreed before any work begins. See what is included.
Ready to see it work?
The Sales CRM demo shows a quote becoming an order, stock moving, an invoice going out and the balance updating.
See the Sales CRM