GOOGLE SHEETS TO CRM

Stop running sales on shared spreadsheets.

Google Sheets is for data, not relationships. Upgrade to Bolt CRM to get proper follow-ups, team permissions, and pipeline tracking.

The limits of Google Sheets for sales

While Google Sheets solves the "multiple people editing at once" problem that plagues offline Excel, it still lacks the fundamental structure a sales team needs. Rows get accidentally deleted, and there is no communication history.

Furthermore, generating actionable sales reports in Sheets requires complex pivot tables and VLOOKUPs that break the moment someone adds a new column.

Data security and permissions

In Google Sheets, if a rep has access to the sheet, they can usually download the entire customer database. There is no easy way to restrict a rep to only see their own leads.

Bolt provides granular team permissions. You can ensure that reps only see their assigned territories, protecting your proprietary customer lists while still giving management a global view.

The perfect Google Sheets alternative

Bolt CRM maintains the speed and collaborative nature you love about Google Sheets, but adds the purpose-built features you desperately need: file attachments, email syncing, and pipeline stages.

Export your Google Sheet, map it into Bolt, and instantly upgrade your entire sales operation from a flat grid to a three-dimensional relationship management machine.

Everything you need

A complete ecosystem built for the way you work.

All the features your team needs. Designed to be used without a training course.

Leads

Capture and manage every opportunity from first contact to close.

Contacts

Keep customer information, notes and history organized in one place.

Pipeline

See exactly where every deal stands across your custom stages.

Tasks

Create tasks, set due dates and make sure nothing falls through the cracks.

Activities

Calls, meetings, notes and interactions logged in a complete timeline.

Reports

Understand team performance, conversion rates and pipeline health.

Teams

Assign leads, manage ownership and track activity across your entire team.

Custom Fields

Make Bolt fit the way your business works, not the other way around.

THE BOLT WAY

Everything your sales team needs. Nothing they don't.

Bring leads from wherever they come from.

Capture leads from forms, WhatsApp, referrals, calls or manual entry. Everything lands in one place.

  • Web forms
  • Manual entry
  • Team import
  • API ready

Leads captured today

Web form+14
WhatsApp+9
Referral+6
Manual entry+3
32 total leads this week
SPREADSHEET VS BOLT

You've already built a sales system. It's just trapped in spreadsheets.

Spreadsheets are great when you're starting. Bolt is what you move to when the business starts growing.

Feature
Spreadsheet
Bolt CRMRecommended
Leads
Multiple users
Limited
Pipeline view
Manual
Follow-up reminders
Manual
Automated
Activity history
Scattered
Team ownership
Difficult
Reports
Manual
AI insights
Workflow automation
Permissions
Limited
Growth at scale
Gets messy
Built for it

Common questions

Everything you need to know about Bolt CRM.

Is moving from Google Sheets complicated?

Not at all. You just click 'File > Download > Comma Separated Values (.csv)' in Google Sheets, and upload that file directly into Bolt's importer.

Can Bolt do automated calculations like Sheets?

Bolt automatically calculates things that matter for sales: total pipeline value, weighted forecasts, and deal age. For pure financial modeling, Sheets is still better.

We use Zapier to send leads to our Google Sheet. Can we send them to Bolt?

Yes, you can redirect your Zaps to send new website leads directly into Bolt CRM instead of Google Sheets, eliminating manual entry.

Ready to scale

Stop adapting to software.
Let us build yours.

Whether it's a bespoke CRM, an LMS portal, or a custom e-commerce engine—we build the systems that drive your business forward.

Deep Discovery PhaseCustom ArchitectureFull Migration & Deployment