CRM for freelancers & small agencies

Stop Losing Clients Because You Forgot to Follow Up

The Google Sheets CRM with real automations — daily reminders, weekly reports, live dashboard. One-time payment. No monthly fees. Ever.

Get Instant Access — $57 ✓ One-time payment · ✓ No subscription · ✓ Setup in 5 min 🔒 7-day money back guarantee — no questions asked

Watch the 2-min demo — see exactly how it works

See how it works

Sound familiar?

Your follow-up system is costing you money

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You had a great call with a prospect — and never followed up

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You're paying $50/month for a CRM that's overkill for your business

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You don't know how much revenue you made last month

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You have leads scattered across spreadsheets, notes and your memory

"You don't need enterprise software. You need a system that works inside the tool you already use every day."

Product tour

See exactly what you're getting

Dashboard — Live KPIs

8 KPIs updated in real time. Pipeline value, won revenue, win rate, avg deal value — all visible at a glance the moment you open your sheet.

Pipeline — Visual Sales Stages

Every deal tracked from Lead to Won. Color-coded stages update automatically. See exactly where each client stands with zero manual work.

Automations — Daily Reminders

Every morning at 8am, your follow-up list hits your inbox automatically. Open your email and know exactly who to call — no spreadsheet needed.

Reports — Weekly Summary

Every Monday, a full business summary lands in your inbox: revenue, win rate, open deals. Know exactly how your week went without opening a single spreadsheet.

What's inside

Everything you need.
Nothing you don't.

Only us

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Real Automations

Daily follow-up reminders hit your inbox at 8am. Never miss a client again. No code needed.

Only us

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Weekly Pipeline Report

Every Monday, a full report lands in your email: revenue, win rate, open deals. Zero manual work.

Only us

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Smart Client Database

Type a client name — every field fills itself. No cell-by-cell data entry ever again.

Why not just use a spreadsheet — or a real CRM?

One has no power. The other costs a fortune. Smart Sheets is the exact middle ground.

Feature	Spreadsheet	HubSpot	Smart Sheets
Price	Free	$50/mo	$57 once ✓
Email Reminders	✕	✓	✓
Auto Reports	✕	✓	✓
Live Dashboard	✕	✓	✓
Easy to Use	✓	✕	✓
No Monthly Fees	✓	✕	✓
In Google Sheets	✓	✕	✓
Setup Time	—	Hours	5 min ✓

The power of a real CRM. The simplicity of Google Sheets. The price of a one-time decision.

Why we built this

Made by people who lived the problem

We're Camila and David. We built Smart Sheets because we know what it's like to lose track of follow-ups — sticky notes everywhere, spreadsheets that were never quite up to date, and leads going cold simply because nobody remembered to follow up.

We tried the usual CRMs, but they felt like too much for a one- or two-person business: expensive, complicated, and packed with features we didn't need.

So we built what we actually wanted — a simple follow-up system that runs on Google Sheets, automates the busywork, and helps you stay on top of every lead.

No monthly CRM subscription. No unnecessary complexity. Just the system we wish we'd had from day one.

Camila & David

Freelancers, builders, and now — your CRM.

One payment. Yours forever.

No subscriptions. No hidden fees. No BS.

✓ One-time payment

^$57

USD · Pay once, use forever

✓Instant access via Google Drive

✓Works with any Google account

✓Real automations via Apps Script — pre-built, ready to use

✓Step-by-step video tutorial included

✓Free updates forever

✓Setup in under 5 minutes

Get Instant Access — $57

🔒 7-day money back guarantee · No questions asked

Frequently Asked Questions

Do I need to know how to code?

No. Everything is pre-built. You enter your email in Settings and the automations activate with one click — you can also customize service types, currency and report frequency right from the Settings sheet. You also get a full step-by-step video tutorial walking you through every screen, so you're never guessing. No technical knowledge required.

What happens after I purchase?

You receive a Google Drive link instantly, plus access to a video tutorial that walks you through setup step by step. Open the sheet, go to File > Make a copy, and it's yours. Setup takes under 5 minutes.

Do I get updates?

Yes. Since it's delivered via Google Drive link, any updates we make are available to you automatically at no extra cost.

Is this only for freelancers?

No. Small agencies, consultants, coaches and sales reps use it too. If you manage leads and clients, it works for you.

Can I get custom features built for my business?

Yes. If you need something tailored to your specific workflow, email us at smartsheets36@gmail.com and we'll scope it out with you.

What if it doesn't work for me?

Full 7-day money back guarantee. Not satisfied for any reason — just email us and you get a full refund. No questions asked.

Stop Losing Clients Because You Forgot to Follow Up

Your follow-up system is costing you money

See exactly what you're getting

Everything you need.Nothing you don't.

Real Automations

Weekly Pipeline Report

Smart Client Database

Why not just use a spreadsheet — or a real CRM?

Made by people who lived the problem

One payment. Yours forever.

Frequently Asked Questions

Your leads aren't the problem.Your follow-up system is.

Everything you need.
Nothing you don't.

Your leads aren't the problem.
Your follow-up system is.