After every call the quote, the proposal, and the notes scatter, and you lose track of who to chase.
The deal is in the sheet, but the latest quote is in email and the call note is on a sticky. By follow-up time you are guessing what was said.
By follow-up time, nobody remembers where it went.
Attach the quote or call note onto the deal that already has a number. The value stays intact.
- Attach the quote or proposal onto the Amount cell
- Keep the latest call note or email on the Last Contacted cell
- Attach a deck or brochure onto the Deal cell
- Sort by Follow-Up each morning to get your task list for the day
Start with the CRM template
A shared sheet anyone can open and try. Nothing to install, nothing to set up.
- Deals tab: Deal, Company, Contact, Stage, Amount, Last Contacted, Next Step, Follow-Up, Notes
- Attach quote onto Amount, call note onto Last Contacted, deck onto Deal
- Stage and Source dropdowns, plus an auto Follow-Up flag
- Table Mode ready, so attachments stay with their deal
Up and running in three steps
Make your copy
Open the template and choose File, then Make a copy. It lands in your own Google Drive.
Add and attach
Add your deals, then drag the quote onto the Amount cell and update Last Contacted after each call.
Work your list
Sort by Follow-Up each morning. Overdue and due-today deals rise to the top.
CRM questions, answered
They live in your own Google Drive. UpSheet uploads the file to your Drive and links it to the cell, so your pipeline documents never leave your control.
No. The value stays exactly as you typed it. UpSheet attaches the file to the cell and lists it in the cell note with its name, size, and link.
Yes. Each cell holds up to 10 files on the 60-day trial and up to 50 on Pro, so the quote, the contract, and the call note can live on the same deal.
Yes. Everyone you share the sheet and the files with sees the same attachments, so the whole team works from the latest version.
Keep every file on the row it belongs to
Copy the CRM template, add UpSheet, and your files stop wandering.