We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database.
We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the database.
We will need a web user interface to perform create/read/update/delete operations on these contacts, as well as query them by such things as address and business type.
The solution should be cloud based so that we don’t need to have our own servers, preferably in Google Cloud or Amazon AWS.
Answer
There are quite a few options for you in migrating your Google Sheets and Excel sheets into an online database program.
Grab a coffee, it’s late Friday morning and you’re getting admin done. Scan the forms, update the spreadsheets, send emails and make some phone calls. There will always be some mindless busy work but, if you’re like 90% of the population, you’re doing too much. Your hourly wage isn’t producing a sustainable ROI and your …
Doing some research on WordPress themes to show case YouTube videos. Need it to be fast-loading but not as busy in design as some newspaper/magazine-style WordPress themes. My picks in order are: Vlog – Video Blog / Magazine WordPress Theme VideoBox – VideoBox is the perfect solution for showing off video content, impressively. Highly customizable …
Depending on the industry, scheduling takes on many forms: Via email “do you have time…” Via email (available slots) Via self service website Via website form then phone booking Via phone On-site post appointment Via multichannel bookings Via class bookings (regular) Via group bookings (min number) Triaged by other staff members Via scheduler (individual) Via …
I need a custom CRM web app and database
Further question details
We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database.
We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the database.
We will need a web user interface to perform create/read/update/delete operations on these contacts, as well as query them by such things as address and business type.
The solution should be cloud based so that we don’t need to have our own servers, preferably in Google Cloud or Amazon AWS.
Answer
There are quite a few options for you in migrating your Google Sheets and Excel sheets into an online database program.
I’d recommend that you look at Airtable, Coda, Podio and Trello.
For your multi-faceted search of the database, business categories & quick import of .csv or .xls files, you’ll find Podio a useful solution.
Related Posts
Why you do mindless busy work
Grab a coffee, it’s late Friday morning and you’re getting admin done. Scan the forms, update the spreadsheets, send emails and make some phone calls. There will always be some mindless busy work but, if you’re like 90% of the population, you’re doing too much. Your hourly wage isn’t producing a sustainable ROI and your …
WordPress theme to showcase Youtube videos
Doing some research on WordPress themes to show case YouTube videos. Need it to be fast-loading but not as busy in design as some newspaper/magazine-style WordPress themes. My picks in order are: Vlog – Video Blog / Magazine WordPress Theme VideoBox – VideoBox is the perfect solution for showing off video content, impressively. Highly customizable …
Options for booking & scheduling
Depending on the industry, scheduling takes on many forms: Via email “do you have time…” Via email (available slots) Via self service website Via website form then phone booking Via phone On-site post appointment Via multichannel bookings Via class bookings (regular) Via group bookings (min number) Triaged by other staff members Via scheduler (individual) Via …