CRMBucket: The No-Code CRM Toolkit for Smartsheet

CRMBucket is your ready-to-use CRM system built entirely in Smartsheet — perfect for freelancers, small teams, and solopreneurs who want clarity and automation without the complexity of traditional CRMs.

✅ Built with no code
✅ Powered by Smartsheet + Zapier
✅ Designed to go live in under an hour

💼 What You Get:

• 4 Custom-Built Sheets
  • 🧾 Leads & Contacts – Track every new contact and lead
  • 📊 Sales Pipeline – Manage deals from lead to close
  • 📋 Tasks & Follow-Ups – Stay on top of calls, emails, and meetings
  • 📓 Interaction Log – Keep a history of communications
• 1 Smart Report
  • Auto-pulls tasks for real-time visibility
  • Shows any needed follow-ups based on interactions.
• 1 Live Dashboard
  • See total deals, value, upcoming tasks & key metrics at a glance

⚡ Plus:

• A Zapier-ready workflow to connect your lead form (Google Forms or Typeform)
• Setup guide PDF
• Demo data to help you visualize your CRM in action

🧠 Why CRMBucket?

You don’t need Salesforce. You need a system that works for you — fast, flexible, and scalable. CRMBucket gives you all the essentials in a clean, no-code format you actually want to use.

💬 Questions? Need help setting it up? We’re here for you.
📩 support@crmbucket.com