01
The simplest way in
No database to provision, no administrator to petition. A shared sheet and a matching key are enough for the data to appear on records.
A spreadsheet is enough
Not all useful data lives in a database. A Google Sheets file is enough to feed a CRM column.
02
When the sheet is the source
A negotiated rate, a credit ceiling or a customer code are often kept in a spreadsheet, and that is perfectly fine. The sheet stays the reference, the record displays it.
03
When it will be time to move on
A spreadsheet turns fragile once several people write to it at the same time. The day that happens, moving to Supabase or PostgreSQL changes nothing for CRM users.
Connect your tools, keep your habits
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