Replace Google Sheets with a CRM That Actually Works
I help businesses migrate from Google Sheets to a proper CRM built on Airtable or Tape. Custom database designed around your workflow with built-in automations, payment integration, and AI capabilities. Your data migrated, your team trained.
Book a short free call"Thaha is articulate and thoughtful. I engaged Thaha for my company, on a specific scope. He offered guidance on an even better approach (saving time and $). I am very pleased with the outcome and the impact it will have on our team's ability to manage our customer commercial and technical requirements."
Jerry Schall
Chief Operating Officer, swXtch.io
You Know Google Sheets Isn't Working Anymore
No Relationships Between Records
Every client on a different row. No way to link clients to their projects, invoices, or communications. You copy and paste the same information across multiple sheets.
Everything Is Manual
New lead comes in? Copy from email to spreadsheet. Payment received? Update cells by hand. Nothing connects. Nothing happens automatically.
No Version Control or Audit Trail
Someone changes a cell. You have no idea who, when, or what it was before. No history. No accountability. Just hope nobody breaks the formulas.
Impossible to Scale
Your spreadsheet has 47 tabs. Load time is 10 seconds. You're scared to add more data because it might crash. This isn't a system, it's a house of cards.
Google Sheets is a spreadsheet tool, not a database. You've outgrown it. You need a proper CRM built for how your business actually works.
What You Get When You Migrate to a Proper CRM
I don't just move your data from Sheets to Airtable or Tape. I redesign your entire system with proper database structure, relationships, automations, and integrations. Built around how your business works, not how a spreadsheet works.
The difference between sheets and a real CRM
| Feature | Google Sheets | Proper CRM (Airtable/Tape) |
|---|---|---|
| Data Structure | Flat rows and columns | Relational database with linked records |
| Automations | Basic scripts, breaks easily | Built-in workflow automations + Make.com integrations |
| Duplicate Data | Copy/paste everywhere | Single source of truth, data linked across tables |
| Audit Trail | No change history | Full revision history and activity log |
| Views & Filtering | Manually create tabs for each view | Dynamic views, filters, and grouping per user role |
| Integrations | Limited, requires complex scripts | Native integrations + Make.com for unlimited connections |
| Performance | Slows down with data, breaks formulas | Built to handle thousands of records smoothly |
What your new system includes
- ✓ Proper relational database with linked records. Clients link to projects, projects link to invoices, invoices link to payments. No duplicate data.
- ✓ Your existing data migrated from Google Sheets with proper structure, relationships set up, and data cleaned during the process.
- ✓ Workflow automations that eliminate manual data entry. Leads from forms auto-create records. Status changes trigger notifications. Follow-ups happen automatically.
- ✓ Payment integration via Stripe. Payments link to client records automatically. No more manually updating payment status in cells.
- ✓ AI capabilities for document summarization, note generation, or client communication drafting using Claude or OpenAI.
- ✓ Team training and documentation so your team knows how to use the new system. You own it, no ongoing dependency on me.
How the Migration Works
Audit your sheets
I review your current Google Sheets setup, understand your workflow, and identify what data needs to move and how it should be restructured.
Design the database
I design a proper relational database on Airtable or Tape with tables, relationships, and views that match how your business operates.
Migrate & build
I migrate your data, set up automations, integrate your tools (Stripe, email, forms), and build workflows that eliminate manual work.
Train & transition
I train your team, run in parallel with Sheets until you're comfortable, then hand over a system you own and control.
What Gets Automated in Your New System
Stop manually copying data. Your new CRM includes automations and integrations that eliminate the busywork.
Lead Capture
Contact forms, Facebook Ads, Google Ads, website enquiries flow directly into your CRM. No more copying from email to spreadsheet.
Payment Tracking
Stripe payments link to client records automatically. Payment status, amount, date all update without touching a cell.
Team Notifications
Status changes trigger notifications to the right people. New lead? Sales gets notified. Payment received? Accounting knows instantly.
Document Generation
Proposals, invoices, reports generated as PDFs from your data. No more manual exports from Sheets.
AI Assistance
Claude or OpenAI integration for summarizing notes, drafting emails, or analyzing client data based on your needs.
Real-Time Dashboards
See sales pipeline, revenue metrics, team performance in real-time. No more manually updating summary tabs.
Airtable or Tape? I Recommend Based on Your Needs
Airtable
Best for US-based businesses or those not handling EU/UK personal data. Mature platform with extensive integrations.
- ✓ Extensive automation capabilities
- ✓ Large integration ecosystem
- ✓ Generous free tier, affordable scaling
Tape (GDPR-Compliant)
Best for UK/EU businesses or those handling sensitive personal data under GDPR. Built-in compliance and data governance.
- ✓ GDPR-compliant by design
- ✓ Advanced permission controls
- ✓ EU data residency options
I recommend the platform based on your compliance needs and use case. Either way, you get a proper CRM with your Google Sheets data migrated, relationships set up, and automations running.
What Clients Say
Robb Conlon
Founder, Westport Studios
"Thaha, you made my day with your help and saved my course deployment from being delayed. Thank you so much for treating me so kindly despite my lack of knowledge and I appreciate your time and dedication to helping me without the expectation of anything in return!"
Jerry Schall
Chief Operating Officer, swXtch.io
"Thaha is articulate and thoughtful. I engaged Thaha for my company, on a specific scope. He offered guidance on an even better approach (saving time and $). I am very pleased with the outcome and the impact it will have on our team's ability to manage our customer commercial and technical requirements."
What clients say
Feedback from businesses I've migrated from spreadsheets to proper CRMs.
"Thaha was an excellent partner and I highly recommend him for anyone building a CRM or automation workflow. Communication was clear and consistent throughout the project, and the turnaround was faster than expected without any drop in quality. What stood out most was the technical depth. Every detail was handled correctly, and when questions came up, explanations were thorough and easy to follow. Beyond just delivering what was scoped, Thaha proactively suggested better tools than what I had originally specified; tools that were a stronger fit for the workflow and saved time in the long run. That kind of initiative is rare and genuinely valuable. Will absolutely work with them again on future phases of this project."
Misty Phillips
Founder, Cadre Law
"Thaha, you made my day with your help and saved my course deployment from being delayed. Thank you so much for treating me so kindly despite my lack of knowledge and I appreciate your time and dedication to helping me without the expectation of anything in return!"
Robb Conlon
Founder, Westport Studios
"Thaha is a fantastic freelancer. He led our CRM project and delivered it seamlessly. His communication throughout was fantastic, with video updates so that I could see and understand the progress made. He understood our needs quickly and was able to advise on ways to improve it's design. I highly recommend Thaha. I look forward to working with him again."
Claire Given
Founder, Equipmii
Ready to Stop Fighting Google Sheets?
Book a free call. I'll review your current Sheets setup, show you what a proper CRM would look like, and explain exactly how the migration works.
Book a short free call