What it connects to
Your spreadsheets
The sheets your business really runs on, read, cleaned and kept current.
What it does with your spreadsheets
Most businesses have a spreadsheet the CRM never replaced: the price list, the rebate tracker, the commission sheet. It connects to those, reads them, cleans them, and keeps them in step with everything else. When a sheet is only there because two systems don't talk, it builds the connection and the sheet can go.
Read our rebate tracker and match it against every open quote.
Keep the commission sheet up to date from the CRM, every day.
Which rows in the price list haven't changed in a year?
Build a sheet of jobs by neighbourhood and update it every Monday.
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- Your spreadsheets stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Which spreadsheet tools?
- Google Sheets today, with Excel files in Google Drive. Tell us what else you use on the call.
- Will it overwrite my sheet?
- It fills a new column before it retires an old one, logs every change, and never deletes on the first pass.