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Complete CRM Guide

Master your sheetless.ai CRM with our comprehensive step-by-step guide

Everything you need to get started and scale your sales

1. Getting Started

Sign Up & Onboarding

Getting started with sheetless.ai is simple and straightforward. Follow these steps to set up your account:

Create an account: Visit app.sheetless.ai/signup and enter your email
Confirm your address: Check your email for the activation link

Initial Setup Wizard

  • • Connect existing data sources (Google Sheets, CSV imports, Salesforce)
  • • Define your organization's default fields (Industry, Deal Stage, Lead Source)
  • • Invite teammates and assign roles (Admin, Manager, Sales Rep)

Your First Project ("Workspace")

Workspaces let you segment data by region, team, or campaign.

To create one: Click + New Workspace, give it a name, and choose a color.

2. Dashboard & Navigation

Main Navigation Bar

Core Sections

  • • Dashboard – Your home base for metrics and alerts
  • • Contacts – All your leads, customers, and partners
  • • Deals – Track opportunities through your custom pipeline

Additional Tools

  • • Tasks – To-dos, reminders, and follow-ups
  • • Reports – Generate and export charts, tables, summaries

Dashboard Widgets

Pipeline Overview

Visualize deal flow by stage

Monthly Revenue Projection

Estimates based on open opportunities

Activity Stream

Recent calls, emails, and meetings in one feed

Top Performers

Leaderboard by closed deals or revenue

3. Managing Contacts

Adding & Importing

Manually: Click + New Contact, fill in Name, Email, Company, and any custom fields
Bulk Import: Drag & drop a CSV, map columns to fields, and hit Import

Enriching Data

Auto-enrichment: Connect to our data-provider partners; sheetless.ai fills in missing phone numbers, LinkedIn profiles, and company details.

Custom Fields: Create "Customer Priority," "Onboarding Date," or any attribute to match your process.

Tags & Segmentation

Apply tags (e.g., "VIP," "Prospect," "Churn Risk") and then filter or build smart lists based on combinations of tags and field values.

4. Tracking Deals & Pipelines

Custom Pipelines

Create as many pipelines as you need and define stages for each one.

Pipeline Examples

  • • Enterprise Sales
  • • Renewals
  • • Upsells

Stage Examples

  • • Qualification
  • • Proposal Sent
  • • Negotiation

Moving Deals

Drag a deal card from one stage to the next on the kanban board
Update deal value, close dates, or probability via the sidebar editor

Deal Insights

Forecast View

See projected revenue by month or quarter

Stalled Deals

Automatically flag opportunities idle for 14+ days

5. Automations & Workflows

Task Automation

Rule-based Tasks

Example: "When a deal enters 'Proposal Sent,' create a task: 'Follow up in 3 days.'"

Recurring Reminders

Example: "Every Monday at 9 AM, remind me to review new inbound leads."

Email Sequence Integration

Build multi-step email cadences directly in sheetless.ai
Track opens, clicks, and replies in real time; automatically advance contacts to the next step

Webhooks & API

Connect sheetless.ai to Zapier, Make, or your own systems.

Example: Set up triggers like deal_closed_won to push data to your fulfillment platform.

6. Reporting & Analytics

Pre-Built Reports

Sales Performance

Closed-won vs. closed-lost over any date range

Lead Source ROI

Compare cost vs. revenue by each marketing channel

Time-to-Close

Average days from lead creation to deal closure

Custom Reports

Use our drag-and-drop report builder to create exactly what you need.

Choose metrics (sum of deal value, count of contacts)
Group by fields (region, sales rep)
Filter by date or tags
Export to CSV, PDF, or schedule automated email deliveries

7. Best Practices & Tips

Keep Data Clean

Run the 'Duplicates Report' weekly to merge or remove redundant contacts

Standardize Processes

Use templates for common email replies and deal-stage checklists

Leverage Smart Views

Save filtered lists (e.g., 'High-Priority Accounts Closing This Month') and share with your team

Train Your Team

Host a 30-minute demo to walk reps through day-to-day tasks—this pays off in adoption

8. Frequently Asked Questions

Can I restrict certain users from seeing sensitive deals?

Yes. In Workspace Settings → Permissions, set field-level and pipeline-level access controls.

How do I migrate from my old CRM?

Use our one-click importer to map fields from Salesforce, HubSpot, Pipedrive, or any CSV export.

Is there a mobile app?

sheetless.ai is fully responsive in any mobile browser. A native iOS/Android app is coming in Q3 2025.

9. Next Steps

Ready to transform your sales process? Here's how to get started:

Start a Free Trial

No credit card required

Full feature access for 14 days

Explore Video Tutorials

Visit app.sheetless.ai/resources

Step-by-step screencasts

Join Community

Ask questions and share tips

Slack workspace: slack.sheetless.ai

Need help? Reach our support team at support@sheetless.ai or click the blue chat icon in the app.