A simple client list (CRM) from an Excel sheet
Open a client list with search, a form for a new client and a board by sales stage. You can fill the template in your browser or download it and open it in Excel; it is free at present.
- Įmonė
- Įmonės kodas
- Kontaktinis asmuo
- El. paštas
- Telefonas
- Etapas
- Vertė
- Atsakingas
- Kitas veiksmas
- Kito veiksmo data
- Pastabos
or add your own Excel file
Drop a file here
Excel, CSV, PDF or Word. Download Google files first (File → Download).
- The file stays in your browser
- Macros and programs are refused
- No account, no card
- Draft only in this browser, up to 7 days
What exactly happens to your data
- The file. Your browser reads it. Cell values are not sent to our server.
- Building an app. Only when you press "Use when building an app" are the names of the tables and columns, the column types and the entry counts written into your business context on our server. The AI model reads them when you build an app.
- The draft. Kept only in this browser for up to 7 days. You can delete it with one button.
- Documents. Your browser extracts the text of PDF, Word, PowerPoint and OpenDocument files. When you press "Save to folder", only that text is written to your account folder; the original file is not kept.
- Safety. Before reading we check the real file type (not just the name), refuse macros, password-protected and old-format files, programs and archives, and limit size and decompression. PDFs are read without running their scripts. The server accepts plain text only.
- Statistics. We collect anonymous usage events: that a table was opened, a row-count range, the kind of error. We use no cookies for this.
- What not to add. Do not add personal identification codes, health data or payment card numbers.
- Who we are. Northwestern Solutions, UAB, Vilnius. Questions: .
Free at present: up to 6 tables, each up to 2,000 rows and 40 columns, files up to 10 MB.