CRM That Lives in Google Sheets
Instead of forcing you to learn yet another SaaS dashboard, AgenticVani turns Google Sheets into a full CRM with pre-built formulas, dashboards and WhatsApp templates. If you can type in a cell, you can run your business on it.
What this does
No new software
Works inside the Google Sheets app you already have on your phone.
Works offline
Turn on offline mode once — edit anywhere, syncs when you're back online.
Your data, your Drive
Sheets live in your Google Drive. No vendor lock-in. Export anytime as CSV/Excel.
Pre-built formulas
Dashboards, commission calculators, recall dates — all ready. You just enter data.
Team collaboration
Share with staff via Gmail. Real-time edits. Full version history.
GST-ready
All invoice templates are GST-compliant. Adjust rates for your state easily.
In action across industries
Salons use it for bookings, staff commissions and WhatsApp reminders.
Clinics track patients, treatment plans and 6-month recalls.
Institutes manage fees, batches, attendance and parent alerts.
Contractors run BOQ, RA bills, material and labour tracking.
Common FAQs
Do I need a paid Google Workspace account?
No — any free Gmail account works. Google Sheets is free, even for commercial use.
What's the data limit?
Google Sheets allows 10 million cells per file. In practice, that's several years of business data for a small or mid-size operation.
Can I import my existing Excel files?
Yes — Google Sheets opens Excel (.xlsx) natively. Upload, copy-paste, or import — whichever suits you.