I need a custom CRM web app and database

By Rich Peterson
In ⏰ Updates
1 Min read
I

Further question details

We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database.

We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the database.

We will need a web user interface to perform create/read/update/delete operations on these contacts, as well as query them by such things as address and business type.

The solution should be cloud based so that we don’t need to have our own servers, preferably in Google Cloud or Amazon AWS.

Answer

There are quite a few options for you in migrating your Google Sheets and Excel sheets into an online database program.

I’d recommend that you look at Airtable, Coda, Podio and Trello.

For your multi-faceted search of the database, business categories & quick import of .csv or .xls files, you’ll find Podio a useful solution.

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Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson May 16, 2018

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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