Google Sheets ↔ CRM bridge: two-way synchronization without manual transfer
The table in which the department is used to working, and the CRM cease to live separate lives: new lines become transactions, and changes in status in the CRM are highlighted in the table. The double entry disappears.
A clear scope, a calm process.
The final estimate is confirmed after a short brief. You see the milestones before work begins and receive the source materials at handoff.
- 01
A process map, error handling, logging and secure secret storage
- 02
A concise brief and an agreed scope before work begins
- 03
An interim review with a clear project status
- 04
Final testing, source handoff and practical instructions
Ratings from real accounts.
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Your brief and files are encrypted before upload.
AES-256-GCM encryption runs in your browser. The server stores an opaque package; the decryption key stays in the private link you choose to share.
- ✓Up to 3 approved files
- ✓Access expires after 14 days
- ✓The server never receives the key