Google Sheets CRM-ERP Hybrid For It AMC service Business

Замовник: AI | Опубліковано: 29.10.2025

I run an IT AMC operation and need a single Google Sheets workspace that acts as both my CRM and ERP. On the CRM side the file must handle customer data management, lead tracking, sales pipeline management and a dedicated AMC business tracking view. For ERP functions, I want integrated inventory management linked to invoicing & billing, plus AMC business tracking that rolls straight into a daily business dashboard. The same file should also capture technician work reports, attendance & payroll automation, expense logging and a live profit-and-loss sheet. KRA/KPI figures for each technician should update automatically so I can see at a glance who is meeting targets. Automation is essential—form-based data entry, cross-sheet look-ups and Apps Script triggers that push new entries into the right tables without manual copy/paste. The dashboard needs clear charts and summary cards so I can spot overdue contracts, stock shortages and cash-flow at the start of every day. I will provide sample data and my current manual templates. Once the solution is in place I should be able to duplicate it for each financial year with minimal setup.