Compare · Google Sheets
A spreadsheet is a fine first CRM. It gets harder when several people edit it, leads arrive from forms, and nobody is sure who called whom.
Leads
Follow-ups at a glance
Leads arrive from Meta Lead Ads or a webhook once configured. Each lead has an owner, follow-ups and an activity timeline, and next steps become tasks with due dates.
Export your sheet as a CSV file and import it into Leads. Your team's permissions decide who can run imports.
Leads, Tasks and ToDos are included free in every workspace, and modules like Contacts, Companies, Calendar, Meetings, Projects and Help Desk are free to install from the Marketplace when you need them. Optional paid add-ons (Branded, Automation, WhatsApp Cloud and AI Assistant) are listed on the pricing page.
EloSync is in an invite-only beta, free while the beta runs, with no credit card. Apply for the beta.