
Set Up Simple CRM & Automation System
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- Proposals: 37
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- #4507265
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Description
At the moment, I have a WordPress website with enquiry forms using Google Forms. Responses go into Google Sheets. My business email is Microsoft Outlook. I am finding it too time-consuming to manually manage enquiries, update spreadsheets, track follow-ups, write similar emails, and create booking confirmation documents and host/guest summary forms.
I do not want a complex or expensive CRM. I need a practical system that is easy for me to use and maintain.
The system should help me manage:
* Candidate enquiries
* Host enquiries
* Bookings
* Follow-ups
* Daily tasks
* Outlook email drafts
* Booking confirmation documents
* Host/guest summary documents
Ideally, I would like:
1. A simple CRM/tracker for candidates, hosts and bookings.
2. Statuses such as new enquiry, needs reply, awaiting response, ready to match, host offered, awaiting payment/details, booking confirmed, active stay, completed and not proceeding.
3. A daily to-do view showing overdue and due-today actions.
4. Fields for priority, next action, follow-up date, last contacted date, notes, area, dates, budget, host offered and booking status.
5. New enquiries from Google Forms/Google Sheets to feed into the system.
6. Outlook email draft templates for common replies. I do not want emails auto-sent without review.
7. Templates for booking confirmation documents and host/guest summaries.
8. A way to populate documents from booking details and save them in an organised folder structure.
9. A simple setup that keeps monthly software costs low.
10. A short guide or video showing me how to use and maintain the system.
I am open to suggestions on the best tools, but possible options include Microsoft Lists, Microsoft Planner/To Do, Power Automate, Airtable, Make, Zapier, Google Sheets, Word templates or Google Docs templates.
I would like someone who can recommend the best low-cost setup and build the first version. Please quote a fixed price and explain:
* What system/tools you recommend
* Why you recommend them
* What will be included
* How long it will take
* What information you need from me
* Any monthly software costs
* Whether I will be able to manage it myself afterwards
I want a simple, practical first version rather than a complicated custom system.
Kelly C.
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Hi Kelly,
Before preparing a fixed-price quotation, we'd appreciate clarification on a few points:
1. Do you currently have a Microsoft 365 Business subscription that includes Microsoft Lists, Power Automate, and Planner?
2. Approximately how many enquiries and bookings do you process each month?
3. Do your Google Forms already capture all the information needed for bookings, or will additional fields be required?
4. Would you prefer all documents to be stored in OneDrive or SharePoint?
5. Would you like the solution to support multiple staff members in the future, or is it intended primarily for your own use?
6. Do you have a target budget in mind for this first version?
7. Are there any existing document templates (booking confirmations, host summaries, guest summaries) that you'd like us to automate, or would you like us to create these templates from scratch?
Once we understand your current Microsoft licensing and expected workflow, we'll recommend the most cost-effective implementation, provide a fixed-price quotation, estimated timeline, and clearly outline any ongoing software costs.
We look forward to helping you simplify and automate your business processes.
Best regards,
VConn Pvt Ltd -

do you usually have several candidates waiting for the same host at once, or is each host generally matched with one candidate from the beginning? That detail would influence how I'd structure the booking workflow to keep everything organised without adding unnecessary complexity.
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Hi Kelly,
When do you want this project to be done?
Thanks,
Asif
