AI CRM with Lead Scoring – Google Sheets Apps Script

A full sales CRM living in a Google Sheet — leads scored automatically, a pipeline you drag deals across, payments tracked to the installment, and a Gemini assistant sitting on top of the data ready to answer questions about it.

Leads that rank themselves

Every lead carries a score the system works out for itself, so the list is ordered by who is actually worth calling rather than who was entered last. Duplicates are caught on entry, status changes are kept as history so you can see how long a deal sat at each stage, and notes can be pinned to the top of a lead when they matter more than the rest. Source tracking records where each lead came from and reports on which sources are paying off.

The pipeline and the forecast

Deals live on a drag-and-drop Kanban board — move a card and the stage updates in the sheet. From the same data comes a weighted sales forecast, where each stage carries its own probability, so the pipeline total reflects likely revenue instead of wishful revenue.

Follow-up that happens without you

Calls, emails, meetings and WhatsApp conversations are logged against the lead. Tasks can be set to recur. Email templates carry variable placeholders that fill from the lead record, and automated triggers fire those templates when conditions are met, so the routine follow-up goes out on time. A calendar view merges activities and tasks into one week.

The AI layer and the controls

The built-in chat assistant runs on Gemini and answers against your own CRM data. Around it: a customer database, a product and service catalog, multi-currency amounts, role-based access for admin, manager, agent and viewer, a full audit trail, searchable dropdowns everywhere, and dark mode with custom theme colours.