I'll be the first one to say that is not for me, it is for a very computer illiterate friend who has 2 startups doing very well. He asked me to find and implement a proper solution for him and I do not think Excel or Sheets will do what he needs.
My friend is in the tree industry and owns a business in that field. Recently he has has decided that he wants to sell jobs for other companies that give him work on his back end. He owns a stump grinding company so he is gonna sell tree work for these guys.
He wants to be able to track all of his leads from each company. Input client info, track estimates, track the stages of work flow ( email, phone call, estimate given, estimate accepted, contract signed, work completed, payment made. Even a way to disposition his non sales into categories so they can be addressed in the future. He wanted to be able to split up his "database" or "spreadsheet" by each of the companies he sells work for. He also if possible would like to be able to view a master list of all leads.
I originally thought I could easily make this into a Google Sheet and it would be great. But then he told me would like to be able to run reports for himself and to show the companies he is selling work for. This is still a very small business / operation so there isn't a need for some extravagant platform that is sold to large businesses.
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