Stop paying ₹3,000/month for complex CRMs you never use. Manage deals in spreadsheets you already love, track client call agreements, and auto-dispatch GST invoices with dynamic UPI QR codes in one click.
Total Revenue
Rs. 7,50,000
Calculated from confirmed invoices
GST Collected
Rs. 1,35,000
Compliant CGST + SGST
Invoices Issued
25 Dispatched
With dynamic UPI QR codes
Pipeline Value
Rs. 35,000
2 active deals closing soon
Ravi Sharma
MHE-Commerce Brand Identity
Sneha Patel
Due TodaySEO Optimization Contract
Discussion Notes:
Client requested 10% discount on 6-month contract. Waiting for approval.
Rohan Mehra
PAIDCustom SaaS Dashboard
Dynamic UPI QR Included
Dispatched via WhatsApp
Why Freelancers & Agencies Are Switching to SheetFlow
You don't need a bloated CRM with 100 features you'll never touch. You need speed, simplicity, and cashflow.
HubSpot, Salesforce, Zoho CRM
Manual Spreadsheets
Spreadsheet + Smart CRM + GST Engine
Everything You Need to Close Deals & Get Paid Faster
Never migrate data. Your Google Sheet stays the live database. Edit in Google Sheets or drag on our Kanban board — both stay in perfect real-time harmony.
Every invoice automatically prints a dynamic UPI QR code pre-filled with your bank UPI ID and exact payable amount. Clients scan with GPay/PhonePe and pay in seconds with 0% gateway fees!
Log call agreements, contract terms, or client discounts inside the deal card. Automatically syncs to a dedicated column in your Google Sheet so you never forget context.
Set next follow-up dates and filter "Follow-ups Due Today" in 1 click. Visual overdue badges ensure high-intent leads never slip through the cracks.
Give your CA a smile at tax season. 1-click export of your complete sales ledger in Excel-ready UTF-8 BOM CSV, sorted with CGST, SGST, IGST and Place of Supply breakdowns.
Bcrypt password hashing, HttpOnly JWT cookies (anti-XSS), tenant row-level data isolation, and cryptographic HMAC signed links preventing invoice IDOR scraping.
As Simple as 1, 2, 3
Connect any existing sheet link. Our auto-mapping engine detects your columns automatically.
Move deals between stages, schedule next follow-up dates, and log call notes that auto-sync to your sheet.
Click "Mark Won" — an instant compliant GST Tax invoice PDF with dynamic UPI QR code is generated and ready to send!
Simple Plans. Zero Surprises.
No credit card required to start. Upgrade whenever you scale.
For individual freelancers and creators starting out.
For fast-growing agencies, consultants & businesses.
For multi-person teams and high-volume operations.
Frequently Asked Questions
Not at all! That's the entire magic of SheetFlow. You can continue using your existing Google Sheet. Our system auto-maps your existing columns and keeps them in two-way sync.
No payment gateway (like Razorpay or Cashfree) is required! You simply enter your bank UPI ID (e.g., yourcompany@okhdfcbank) in Settings. When an invoice is created, it embeds an NPCI-compliant UPI QR code with the exact invoice total. Clients scan and pay directly into your bank account with 0% gateway transaction fees.
Yes! We adhere to bank-grade multi-tenant security: Passwords are encrypted with Bcrypt (12 rounds), sessions use HttpOnly JWT cookies to prevent XSS theft, and generated invoices are protected with cryptographic HMAC signatures to prevent unauthorized scraping or IDOR attacks.
Yes, 100%. Our GSTR-1 CSV report includes standard columns with explicit CGST, SGST, IGST calculations and Place of Supply classifications, formatted with UTF-8 BOM so Microsoft Excel in India opens it without any distorted symbols.
Yes! The entire dashboard is responsive. You can view your deals pipeline, log notes, and generate invoices right from your mobile browser while chatting on WhatsApp.
Join hundreds of smart freelancers, agencies, and sellers running their business effortlessly with Google Sheets.