Can AI build me a free CRM?

I'd be happy to help you set up a simple CRM using Google Sheets. Here's the setup, formulas, and routine to get you started:

**Setup:**

Create a new Google Sheet with the following columns:

1. Company
2. Contact Person
3. Email
4. Phone
5. Lead Source
6. Sales Stage
7. Deal Amount
8. Expected Close Date
9. Next Follow-Up Date
10. Owner
11. Notes
12. Follow Up Today
13. Pipeline Value

**Dropdown Values for Sales Stages:**

In the Sales Stage column, create a dropdown list with the following values:

* Lead
* Qualified
* Proposal Sent
* Negotiation
* Closed Won
* Closed Lost

To create a dropdown list, go to the Data menu, select "Data validation", and then select "List of items". Enter the above values, separated by commas.

**Formulas:**

1. **Follow Up Today:**
In the Follow Up Today column, enter the following formula:

`=IF(TODAY()=Next Follow-Up Date, "Yes", "No")`

This formula checks if the current date is equal to the Next Follow-Up Date. If it is, it returns "Yes", otherwise it returns "No".

2. **Pipeline Value:**
In the Pipeline Value column, enter the following formula:

`=IF(Sales Stage="Closed Won", Deal Amount, IF(Sales Stage="Closed Lost", 0, Deal Amount*0.2))`

This formula calculates the pipeline value based on the sales stage. If the deal is Closed Won, it returns the full Deal Amount. If it's Closed Lost, it returns 0. For other stages, it returns 20% of the Deal Amount (assuming a 20% conversion rate).

**Weekly Review Routine:**

1. Every Monday, review the entire sheet to ensure all data is up-to-date.
2. Filter the sheet by the "Follow Up Today" column to see which contacts need to be followed up with today.
3. Review the Notes column to see if there are any pending tasks or actions required for each contact.
4. Update the Next Follow-Up Date column for each contact based on the outcome of the follow-up.
5. Review the Pipeline Value column to see the current pipeline value and adjust the sales strategy accordingly.

**When you'll outgrow this setup:**

Honestly, you'll likely outgrow this setup when:

* You have more than 100-200 contacts in your sheet, making it difficult to manage and filter data.
* You need more advanced features like automation, workflow management, or integration with other tools.
* You have multiple users accessing the sheet, requiring more robust permission and collaboration features.
* You need more detailed reporting and analytics capabilities.

At that point, you may want to consider migrating to a dedicated CRM platform like HubSpot, Salesforce, or Zoho CRM, which can provide more scalability, features, and support for your growing business. However, for now, this simple Google Sheets setup should suffice for your small business needs.

I'd be happy to help you set up a simple CRM using Google Sheets. Here's a suggested setup:

**Columns:**

1. Company Name
2. Contact Name
3. Email
4. Phone
5. Lead Source (dropdown: Referral, Web, Event)
6. Industry
7. Estimated Budget
8. Decision Maker? (Yes/No)
9. Follow-up Date
10. Current Stage (dropdown: Lead, Contacted, Demo Scheduled, Proposal Sent, Negotiation, Closed - Won, Closed - Lost, On Hold)
11. Notes
12. Follow-up Today (formula-based)
13. Pipeline Value (formula-based)

**Dropdown values for stages:**

* Current Stage: Lead, Contacted, Demo Scheduled, Proposal Sent, Negotiation, Closed - Won, Closed - Lost, On Hold

**Formulas:**

* Follow-up Today: `=IF(TODAY()=Follow-up Date, "Yes", "No")` (assuming the Follow-up Date column is in column 9)
* Pipeline Value: `=IF(Current Stage="Closed - Won", Estimated Budget, IF(Current Stage="Proposal Sent", Estimated Budget*0.5, IF(Current Stage="Demo Scheduled", Estimated Budget*0.2, 0)))` (assuming the Estimated Budget column is in column 7 and the Current Stage column is in column 10)

This formula assigns a pipeline value based on the current stage:
	+ Closed - Won: 100% of the estimated budget
	+ Proposal Sent: 50% of the estimated budget
	+ Demo Scheduled: 20% of the estimated budget
	+ Other stages: $0

**Weekly review routine:**

1. Set a reminder every Monday to review your CRM.
2. Filter the sheet by "Follow-up Today" = "Yes" to see which contacts need follow-up.
3. Review each contact's notes and current stage to determine the next steps.
4. Update the Follow-up Date and Current Stage columns as needed.
5. Review the pipeline value to track progress and adjust your sales strategy.

**When you'll outgrow this setup:**

You'll likely outgrow this setup when:

* You have more than 100-200 contacts, and the sheet becomes cumbersome to manage.
* You need more advanced features, such as automated workflows, email integration, or custom reporting.
* You have multiple sales teams or need to assign tasks to different team members.
* You want to integrate your CRM with other tools, such as marketing automation or customer support software.

At that point, you may want to consider upgrading to a dedicated CRM platform like HubSpot, Salesforce, or Zoho CRM, which offer more advanced features and scalability. However, for a small business with a simple sales process, this Google Sheets setup should suffice for a while.