Sheets CRM + Inventory Integration

@axiomswb

Tying your godown inventory to your CRM pipeline so one won-deal cascades stock deductions automatically — that is the exact problem I will solve here. Contact and pipeline module: I will structure your Sheets using named ranges and a single master contact table, so edits to any contact instantly ripple through linked quotations, invoices, and activity logs with no orphaned records. Documents and automation: Apps Script onChange and onEdit triggers will auto-generate quotations and invoices the moment a lead stage changes, cutting the double entry your description flags as a priority concern. Inventory sync: Purchase, sales, and godown sheets will all read from one central product table. Low-stock alerts fire via time-driven triggers on a five-minute cycle, satisfying your requirement for no manual refresh. One problem worth flagging early: if two team members update the same pipeline record simultaneously, Apps Script has no native row-lock, which causes silent overwrites. I will add a timestamp-check guard to catch and flag conflicts before data is lost. Dashboard: Array formulas rather than volatile functions will keep your metrics sheet fast as row counts grow. Delivery: 6,300 INR fixed price. Day 3 milestone — CRM and pipeline live. Day 7 — inventory sync, alerts, and dashboard complete. When a quotation converts to a won deal, should stock deduct immediately or only after a separate dispatch confirmation?

@jayantkumar314

Hi, I can build this as a centralized Google Sheets + Apps Script system covering CRM, lead tracking, quotations/invoices, sales, purchases and inventory. I’ll structure the data to prevent duplicates, automate linked-record updates, generate documents, trigger low-stock alerts and provide a management dashboard. I’ll also design the product data layer so it can feed your website catalogue through an appropriate API or integration method.

@technologiesit

With over 8 years in the industry and having successfully delivered 200+ projects, I am fully equipped to create the Google Sheets + Apps Script integration with your CRM and inventory management system. My familiarity and expertise in PHP programming as well as software architecture put me in an excellent position to deliver clean, scalable code that is specific to your unique business needs. I take a business-first approach with all my projects, ensuring that every line of code serves your objectives. This is particularly important with your project where accuracy, real-time syncing, and accessibility are key. Not only can I create the seamless customer module you're looking for, but I can also develop a lead pipeline, automate quotations and invoices, provide low-stock alerts, and create a business dashboard delivering valuable insights into sales, inventory, and CRM. Your project will be handled with utmost professionalism- from eliminating duplicate data to creating reliable low-stock alerts- guaranteeing you a single powerful tool that is usable across both desktop and mobile devices. As you mentioned earlier, once a CRM is implemented it should act company wide and my solutions would definitely fit in to your requirement since they adhere to this design principle. Additionally, I will provide the consistent support that every growing business needs even after completion of the project as I believe it helps in resolving any arising issues at real-time.

@mahads31

Having specialized in web, mobile, and SaaS development throughout my career, I am well-versed in developing the kind of integrated CRM and inventory solution you're looking for. My expertise in API integration, Automation, CRM, MySQL, and PHP aligns perfectly with your requirements. To build a groundbreaking system like this, I propose a tech approach similar to what you have in mind -- leveraging Google Sheets combined with Apps Script. Implementing this approach would ensure three things: speed, reliability, and familiarity for your team. We would be capitalizing on the robustness of Google Sheets while enhancing it using the flexibility of Apps Script. With past experience integrating Sheets in a CRM context and maintaining full functionality on mobile screens too, I have the skills and experience needed to pull this project off seamlessly. Key milestones for our project will include a detailed examination of your existing processes and data structures, crafting an innovative system design while ensuring the elimination of data duplication across modules just as you've requested. A solid timeline estimation is hard to provide without going through detailed specifications but assuming all requirements remain as stated my initial estimate is 6-8 weeks for delivery.

@originitsolution

Hi there, You need contacts, leads, quotes, invoices, and stock moving as one system with no double entry. Google Sheets plus Apps Script is the right fit: familiar for your team, fast to deploy, fully mobile, and reliable when built with a modular SaaS-style architecture behind the scenes. I have delivered Sheet CRM platforms for wholesale AMC clients—central contacts, visual pipeline, auto documents, live godown counts, low-stock alerts via timed triggers, and a dashboard where every change cascades instantly. Brief and samples available on request. Roadmap: Week 1 discovery, Week 2 CRM and pipeline, Week 3 inventory and automation, Week 4 dashboard and UAT. Available for a quick 10-minute diagnostic chat to align on your product list and workflows? Kamal Kr Arnav Softech

@huzaifa306

Hi, I have built similar CRM and business automation systems using Google Sheets, Apps Script, APIs, and workflows. I would use Sheets + Apps Script to connect customer management, lead pipeline, quotations, invoices, inventory, website catalogue, alerts, and management dashboards with automatic data syncing. I can complete this in 10 to 14 days with milestones and provide a fixed price after reviewing your current data structure and requirements.

@modesorehari6

Hello! I have built Google Sheets-based CRM, inventory, sales tracking, and automation systems using Apps Script, APIs, and structured data workflows. I can share relevant CRM/Sheets work during discussion. I recommend Google Sheets + Apps Script for your current scope, with centralized master data to prevent duplicates and automatically sync CRM, quotations, invoices, sales, purchases, and stock. I will build contact management, lead pipeline, document automation, live inventory, low-stock alerts, website catalogue sync, and management dashboard. Fixed price: ₹12,000. Timeline: 2 weeks I can start immediately as I am available now. I will follow your suggestions closely and would be happy to support and improve the system long term. Thanks

@kareliyamehul4

Hi, I’ve reviewed your requirements, and they align well with the work I deliver for startups, businesses, and digital agencies. I’m a **Full-Stack Web, Mobile, Python & AI Developer** specialising in **Laravel, PHP, React.js, Node.js, Python, Flutter, AI/ML, and LLM integrations**. I work on both new products and existing applications, including debugging, modernisation, performance optimisation, security fixes, and feature development. I can take ownership from **technical assessment through development, testing, optimisation, AI integration, and deployment**, with a focus on clean architecture, scalability, security, and maintainability. My experience includes: • Laravel / PHP applications & APIs • React.js & Node.js applications • Python development & automation • Flutter mobile applications • AI/ML, LLM & OpenAI integrations • AI chatbots, assistants & workflow automation • SaaS, CRM & ERP platforms • Database optimisation & API development • Security, performance & bug fixing • Existing application maintenance & takeovers I also work as an **extended engineering team or white-label development partner** for digital agencies. Share your requirements, repository, or specifications, and I can quickly assess the scope and suggest a practical approach. I’d be happy to discuss your project and determine the best way forward.

@ammarahmed20

With over 40 production deployments under my belt, I have amassed extensive experience in automating systems and integrating APIs. Promising robustness, seamless data flow, and real-time updates; I believe that stacking Google Sheets with Apps Script is the ideal approach for your CRM + Inventory Integration project. Let me substantiate this proposal with my competence in building tools such as the Tritaur gaming marketplace that allows real-time messaging and Stripe escrow handling. My fixed-price quotation will ensure a cost-effective yet efficient delivery. I understand the criticality of time in your business, hence my estimated timeline will adhere to key milestones without compromising on quality or communication. I assure you a clean and transparent approach to the project with full ownership, providing honest feedbacks throughout its duration. Completing projects ahead of time is not bragging but just one other way to drumbeat my commitment to client satisfaction. Combining my skills in API Integration, Automation, CRM and Inventory Management together with your detailed project scope, our partnership would give birth to a refined Google Sheet + Apps Scripts based system facilitating contact management and archival at every stage including an integrated purchase, sales & godown inventory. Thus, ensuring low-stock alerts without manual refresh whilst maintaining both desktop and mobile usability on Sheets.

@aprkdream

Hi, Your need to eliminate data silos between customer relationships and stock movements is clear. You want a system where a change in inventory status instantly reflects in the lead pipeline, without manual syncing. While Google Sheets and Apps Script offer a familiar interface, they often struggle with the relational integrity required for real-time, high-volume inventory updates. The primary architectural risk here is data inconsistency: if a stock count updates via Apps Script, a lag or error can leave your sales team quoting items that are no longer available. I have built similar unified systems before. In the AERO ERP project, I architected a multi-tenant solution that synchronized real-time inventory movements with sales records, effectively removing the double-entry errors that plague disjointed tools. By moving the core logic to a dedicated backend, I ensured that every contact edit and stock adjustment was atomic and consistent. I propose a hybrid approach that respects your preference for a familiar UI while guaranteeing the reliability of a standard database. We can use a lightweight Node.js or PHP backend to handle the complex logic and data integrity, paired with a custom frontend or a polished Google Sheets interface for your team. This ensures you get the speed of a dedicated MySQL database with the usability your team already knows. Here is how I will address your core scope: - Implement a centralized customer module for adding, editing, and archiving contacts with instant ripple effects. - Build a visual lead pipeline board tracking status from enquiry to quotation and final won/lost outcomes. - Automate the generation and storage of quotations directly from the lead pipeline. - Synchronize stock movements with the CRM so inventory levels update in real-time. - Deploy a MySQL database backend to ensure data integrity and prevent duplicate or lost records. - Create a role-based Best Regards, Anil Prajapati

@accelaronix

Hi, I can build this as a centralized CRM + Sales + Inventory system using Google Sheets + Apps Script, keeping the interface familiar while automating the complete workflow. Approach: • Centralized customer/product data with duplicate prevention • Visual pipeline: enquiry → quotation → won/lost • Automated quotations, invoices and follow-ups • Purchase, sales and godown inventory with live stock • Low-stock alerts and website catalogue sync • Management dashboard for CRM, sales and inventory • Apps Script automation so changes cascade across linked records I’ll use structured Sheets with Apps Script for validation, permissions, workflows and synchronization rather than relying only on formulas. If the data volume requires a more scalable backend, I’ll recommend it before implementation. What I will deliver: • CRM and lead pipeline • Quotation/invoice workflow • Purchase and inventory management • Automated alerts and synchronization • Website product catalogue integration • Management dashboard • Mobile-friendly interface • Documentation and handover I have hands-on experience with CRM, inventory, sales workflows, APIs and business automation. Cost and timeline will be discussed and finalized after reviewing your existing process, data volume, website and integration requirements. Regards, Shubham

@amit719

As an experienced Full Stack Developer with a focus on Laravel, PHP, and Python, I have the expertise in building streamlined systems that meet complex requirements - exactly what your project needs. For years, I have leveraged my skills to craft custom web applications, REST API integrations including with CRMs like the Sheets you prefer, and robust databases such as MySQL to help businesses automate their processes. In particular, I would propose leveraging Google Sheets + Apps Script for your project. This tech stack presents an efficient solution as it allows the whole team to work in a familiar interface while maintaining speed and reliability. Being well-versed in this combination already will expedite the development process and ensure a high-quality solution for your CRM + Inventory Integration needs. With an approach firmly rooted in clean coding practices and scalability, I can guarantee that we will meet all your acceptance criteria for duplicate data prevention, low-stock alerts refreshment without manual intervention and full usability on desktop and mobile Sheets. My eye for detail will ensure that every connected module is seamlessly synchronized, freeing up time for you to focus on business growth instead of manual data entry or updates.

@ziedb4

Hello, Tech approach first: I'd confirm Sheets + Apps Script, not talk you out of it. Your team already works there, and for a business this size the familiar interface is worth more than raw performance. But I'd build it properly: • One source of truth per entity — customers, products, and stock movements each live in exactly one sheet, and everything else references by ID. That's what makes "no duplicates, edits cascade" actually hold, rather than depending on formulas someone eventually overwrites. • Stock as a movement ledger, not a running number. Live counts are derived from purchase and sale entries. A hand-edited quantity cell always drifts from reality; a ledger reconciles. • Low-stock alerts via installable triggers — they fire on edit and on schedule, no manual refresh, which meets your criterion #2. • Protected ranges and sidebar forms for data entry, so mobile Sheets stays usable (criterion #3) and staff can't break formulas by typing over them. • Quotations and invoices generated into Docs/PDF from templates, stored and linked to the customer record. • Lead pipeline board and a metrics dashboard reading from the same underlying data. One limit worth knowing now: Apps Script has execution quotas. At a few thousand records this is invisible; if you expect tens of thousands of stock movements per year, I'd move the ledger to a database. Milestones: data model + customer module → pipeline + documents → inventory ledger + alerts → dashboard + handover.

@Preetbegra

Hello, I can build this as a centralized Google Sheets + Apps Script system, using a structured database-like sheet architecture with Apps Script automation so CRM, leads, quotations, invoices, sales, purchases and inventory remain synchronized without duplicate data. I’ll also build a visual pipeline, automated documents/follow-ups, low-stock alerts, website catalogue sync and management dashboard. >>>MY SIMILAR PORTFOLIO :- https://www.freelancer.in/u/Preetbegra I’ll focus on reliable automation, validation and mobile-friendly Sheets layouts, with changes cascading across linked records automatically. I can share relevant CRM/automation work and provide a clear milestone plan and fixed-price quote based on the final workflow. Thanks, Pritpal Kaur

@Mayanks010

Hi, Thanks for sharing your project. It aligns well with work I’ve successfully completed for other clients, and I’m confident I can deliver a high-quality solution tailored to your requirements. Before providing an accurate timeline, scope, and budget, I’d like to clarify a few key details to ensure we're aligned from the start. Freelancer’s proposal character limit makes it difficult to cover everything thoroughly here. If you're available, let's connect via chat. I can walk you through similar projects I've completed, discuss the best approach for your specific requirements, and answer any questions you may have. Once I understand your expectations, I'll provide a clear execution plan with realistic timelines and pricing. I’m ready to get started as soon as we finalize the details and look forward to working with you. Best regards, Mayank Sahu

@Tarang78

Hi! I’m Tarang. I have read your entire project requirements. I will provide you with a Sheets CRM + Inventory Integration within your budget. I have more than 12 years of experience and have completed 150+ projects in design and development. I am very interested in this job opportunity. I am available to start immediately and can deliver high-quality work within your timeline. Please join the chat so we can discuss further and get started right away.

@sajjadtypist

Hello, I understand you need a unified CRM, sales, and inventory system where every update automatically flows through connected modules. I recommend Google Sheets + Apps Script because it offers collaborative desktop/mobile access, strong automation, and a familiar interface. I can build: • Customer master with add, edit, search, archive, and duplicate prevention. • Visual lead pipeline from enquiry → quotation → won/lost. • Automated quotations, invoices, and follow-up activities. • Purchase, sales, and godown inventory with live stock and low-stock alerts. • Central product master feeding the website catalogue. • Management dashboard for sales, CRM, pipeline, purchases, and inventory KPIs. • Linked IDs and automated workflows so changes cascade without duplicate data. • Mobile-friendly forms and desktop views for daily operations. I have strong experience with Google Sheets, Apps Script, automation, database-style spreadsheet systems, inventory workflows, CRM, dashboards, triggers, and validation. I’ll build one structured system with proper testing for duplicate prevention, stock accuracy, alerts, and cross-module synchronization. Timeline: 10–15 working days with milestones for development, integration, testing, and deployment. Fixed price: I can confirm the exact quotation after reviewing your workflow and required document formats. Relevant project examples can be shared privately. Best Regards, Sajjad

@urrj2004

Hi, I can build a streamlined CRM and inventory management system using Google Sheets + Apps Script, with a centralized data structure and automation to keep customer records, leads, quotations, invoices, sales, purchases, and inventory synchronized without duplicate data. I’ll first design the master data structure and relationships to ensure updates cascade across all modules, then build the CRM, visual lead pipeline, quotation/invoice workflows, and purchase/sales inventory tracking. I’ll add Apps Script automations for low-stock alerts, document generation, follow-ups, and real-time updates, followed by a management dashboard with key CRM, sales, and inventory metrics. A couple of questions: 1) Approximately how many users will be working simultaneously in the system, and do you already have existing sheets/data that need to be migrated? 2) How is your website catalogue currently managed, and what platform/API should the inventory system sync with? I recommend Google Sheets + Apps Script for the initial scope because it keeps the system accessible to your team while allowing substantial automation. After reviewing your current data structure and website integration requirements, I can provide a clear milestone plan, timeline, and fixed-price quotation. Regards, RAJAT

@mikes126

I’d build this in Google Sheets + Apps Script, with Sheets as the working interface and Apps Script as the automation layer. The key is designing one source of truth for customers, products, stock, leads, and documents so an edit never creates a second copy of the data. My approach: CRM: customer master + search/archive + linked history Pipeline: enquiry → quotation → won/lost with a visual board Sales: quotation/invoice generation from the same customer/product records Inventory: purchase/sales/godown movements feeding live stock automatically Automation: triggers for stock alerts, document creation and follow-ups Dashboard: sales, pipeline and inventory KPIs Website catalogue: API/sync from the master product list Mobile: keep the Sheets UI simple and responsive enough for phone use For reliability, I’d use Apps Script triggers and a structured data model rather than formulas scattered across multiple sheets. That also makes the system easier to maintain as your data grows.