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.
On average, completion rates for standard forms, across all use cases, is around 14%, according to this research. Our average completion rates are 55%. Looking to survey your clients, link to a custom contact form in your email signature, have an event registration form on your website or streamline your employment process? Ensure your forms remain …
There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some …
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I need a custom CRM web app and database
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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On average, completion rates for standard forms, across all use cases, is around 14%, according to this research. Our average completion rates are 55%. Looking to survey your clients, link to a custom contact form in your email signature, have an event registration form on your website or streamline your employment process? Ensure your forms remain …
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There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some …
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