SheetMind AITurn More Leads Into Clients. Without Chasing Every Follow-Up.
SheetMind AI helps freelancers, agencies, and service providers organize their leads, automate client follow-ups, and manage their pipeline across WhatsApp, email, and Google Sheets, so fewer opportunities slip through the cracks.
Start with the free plan. Upgrade to Pro only if you need more.
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- 1LeadsCaptured and organized
- 2Follow-upNever forgotten
- 3OnboardingNext steps tracked
- 4ClientA clear path to yes
Stop Losing Clients Between the First Message and the Final Yes.
Winning a client takes many small steps, and most of them live in your head, a spreadsheet or a chat thread. When the work piles up, the follow-up is the first thing that slips.
Leads are everywhere
Enquiries sit in spreadsheets, WhatsApp chats and inboxes, so no one place shows who is waiting for you.
Follow-ups depend on memory
The next call or message only happens if you remember it, and busy weeks make that harder.
Onboarding is repetitive
Every new client means the same details to collect and the same steps to remember, by hand.
Opportunities go quiet
Without a clear status for each lead, promising conversations fade before anyone notices.
More clients, more admin
Every new client adds coordination work, until managing the pipeline takes time away from paid work.
There is a calmer way to work
One place that shows every lead, its status and what to do next.
One Clear Workflow. From New Lead to Happy Client.
Four steps, each with a clear owner: what SheetMind does for you, and what stays in your hands.
- 1
Capture and organize leads
Keep every lead's details, source, notes, tags and status in one record. Leads from your forms land in your pipeline on their own; you can also add and edit them yourself.
Automatic: form leadsYou: add, edit, tag - 2
Move opportunities forward
See each opportunity in a visual pipeline and drag it from one stage to the next as the conversation progresses.
You: move the stagePro: react to stage changes - 3
Follow up consistently
Set follow-up tasks and see what is due or overdue. Message leads on WhatsApp or email, or let Pro workflows send messages after a delay.
You: set follow-up tasksPro: automated messages - 4
Manage onboarding and next steps
Keep client details, notes and follow-up tasks together so every relationship has a clear next action.
You: do the stepsSheetMind: keeps them visible
Automatic SheetMind does it for you once set upYou needs your actionPro available on the Pro plan
Be Consistent With Follow-Ups. Without Doing Everything Manually.
Keep every conversation connected to the lead it belongs to, so the next follow-up is easy to spot and quick to send.
- Connected to the lead recordStatus, notes, tags and follow-up tasks live next to the contact, and the WhatsApp Inbox links conversations to your CRM contacts.
- WhatsApp, your wayQuick Send opens a ready-to-send chat from your sheet on the free plan. The WhatsApp Business API (Pro) sends templated messages through your own WhatsApp Business account.
- Email from your own accountConnect your email's SMTP settings (Pro) to send campaigns and workflow emails to your segments.
- Less copying and pastingPro workflows can wait, check a condition and then send a WhatsApp or email message when a lead enters your pipeline or changes stage.
Good to know: follow-up tasks are reminders that you create and complete. Automated sending needs a Pro workflow plus a connected WhatsApp Business account or email account. Meta bills WhatsApp conversations directly on your payment method; SheetMind has no wallet or credit line. Email reports show what your mail server accepted or refused, not opens or clicks.
Details
- Source
- Form: Free consultation
- Tags
- Hot Agency
- Pipeline
- Sales pipeline · Contacted
Next follow-up
Notes
Follow up with
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Know Who Needs Attention, and What to Do Next.
Spend less time searching through chats and spreadsheets, and more time moving opportunities forward.
- A visual pipelineMove leads between stages with a drag. Stages are yours to rename and order.
- Lead status and notesEvery contact keeps its details, notes and an activity history.
- Follow-up trackingSee what is due today and what is overdue, and tick items off as you go.
- Contacts, tags and custom fieldsOrganize people with your own tags and extra fields such as company or plan.
Give Every New Client a More Organized Start.
When a prospect says yes, their details, notes and next steps are already in one place. You decide what happens next, and SheetMind keeps it visible so nothing is forgotten.
- New clientThe lead becomes a client in your pipeline
- Information organizedDetails, notes and tags in one record
- Next steps trackedFollow-up tasks with dates and status
- Follow-up completedYou tick it off and see what is next
SheetMind AI helps you organize and remember onboarding. It does not collect documents or contracts, and it does not complete onboarding tasks for you.
Keep the Spreadsheet Workflow You Already Know. Make It Work Harder.
SheetMind AI builds on Google Sheets instead of asking you to leave it. Use the Chrome extension where your leads already live, and the web app for the rest of your client workflow.
Chrome extension: work inside Google Sheets
- Lead management and pipelineTrack status, notes, tags and follow-ups from the sidebar.
- WhatsApp from your sheetQuick Send links on Free; the WhatsApp Business API on Pro.
- AI spreadsheet assistantDescribe a change, such as removing duplicates or fixing phone formats. You see the exact change first, and nothing is written until you confirm.
- Deep EditAsk for tasks that need the whole sheet, like ranking leads or grouping rows.
Web app: manage your CRM and workspace
- CRMPipeline, contacts, tags, custom fields and follow-ups.
- Forms and landing pagesBuild forms that add leads to your pipeline, and host simple landing pages.
- WhatsApp Inbox, email and workflowsReply to conversations, send email campaigns and build automations (Pro).
- Google Sheets connectionConnect a sheet when you want SheetMind to work with your spreadsheet.
Built for People Who Win Clients Through Conversations.
Freelancers
Spend less time managing prospects and more time delivering paid work.
Capture enquiries from a contact form, keep each prospect's notes and next step in one record, and see exactly who to reply to today.
Agencies
Keep lead follow-ups and client opportunities organized as your pipeline grows.
Track opportunities by stage, tag leads by service or source, and use workflows to send timely WhatsApp or email follow-ups after a lead arrives.
Service providers
Create a more consistent client journey from the first enquiry to ongoing service.
Coaches, consultants and local businesses can keep conversations, follow-up tasks and client details together instead of in scattered chats.
Simple Pricing. Start Free, Upgrade When You're Ready.
Two plans. Pro is $5.99 per month.
Free: Start Organizing Your Leads
For people who want to try SheetMind AI and start simplifying their workflow.
$0
- CRM pipeline (1 pipeline, up to 500 contacts)
- Up to 3 published forms and landing-page hosting
- WhatsApp Quick Send from Google Sheets
- 3 AI operations and 3 Deep Edit operations in total
- Dark Mode and Restrict Editing
Pro: Automate More of Your Workflow
For people who need the additional messaging, email, AI and inbox capabilities.
$5.99 / month
- Everything in Free, with no plan limit on forms, pipelines and contacts
- Workflows: waits, conditions, WhatsApp and email steps
- WhatsApp Business API, bulk campaigns and WhatsApp Inbox
- Email through your own SMTP, with campaigns
- 100 AI operations and 5 Deep Edit operations each month
- Order Automation (Shopify, Systeme.io) and optional extra privacy blur
| Feature | Free | Pro |
|---|---|---|
| CRM pipelines | 1 | No plan limit |
| Contacts | Up to 500 | No plan limit |
| Published forms | Up to 3 | No plan limit |
| AI operations | 3 in total | 100 per month |
| Deep Edit operations | 3 in total | 5 per month |
| WhatsApp Quick Send (wa.me links) | Included | Included |
| WhatsApp Business API and bulk campaigns | Not included | Included |
| WhatsApp Inbox | Not included | Included |
| Email (your own SMTP) and campaigns | Not included | Included |
| Workflows (waits, conditions, messages) | Not included | Included |
| Order Automation (Shopify, Systeme.io) | Not included | Included |
| Dark Mode and Restrict Editing | Included | Included |
| Extra Privacy Blur (optional) | Not included | Included |
Prices are in US dollars. Pro payments are processed by Whop. WhatsApp conversations are billed by Meta directly on your payment method; email is sent through your own email provider. Those charges are separate from your SheetMind AI plan.
Your Data. Your Workflow. Your Control.
Clear limits on what is sent, what is stored and what changes, so you always know what is happening with your data.
Nothing changes until you say so
Every AI request becomes a plan you can read in plain language first. Nothing is written to your sheet until you confirm.
Limited data for AI planning
In Fast mode, AI planning receives your sheet's column headers and a small sample of rows (up to 20), not your full spreadsheet. We do not sell your data.
WhatsApp Quick Send stays on your device
Quick Send reads phone numbers and message text in your browser to open a chat link. They are not sent to our servers.
Connections are protected
Access tokens for connected services, such as your WhatsApp Business account, are encrypted before they are stored, and used only to act on your behalf.
Short-lived inbox content
WhatsApp Inbox message content is kept for 48 hours at most, then permanently deleted.
Read the details
Our Privacy Policy explains exactly what we access, which providers receive data to deliver features, and how long data is kept.
Questions Before You Start
What is SheetMind AI?
SheetMind AI is a lead and follow-up system for people who win clients through conversations. It keeps your leads, notes, pipeline stages and follow-up tasks in one place, and connects to WhatsApp, email and Google Sheets. It comes as a web app and a Chrome extension for Google Sheets.
Who is it for?
Freelancers, agencies, consultants, coaches and small service businesses that receive enquiries and need to turn them into clients, especially when leads are scattered across spreadsheets, chats and inboxes.
Does it work with Google Sheets?
Yes. The Chrome extension adds a sidebar to Google Sheets with lead management, a pipeline, follow-up reminders, WhatsApp messaging and an AI assistant that shows you the exact change and waits for your confirmation before anything is written to your sheet. The web app is where you manage your CRM, forms and inbox.
What can I automate?
On the free plan you keep leads organised, track follow-ups yourself and send WhatsApp messages from your sheet with Quick Send links. With Pro you can build workflows that wait, check a condition and then send a WhatsApp or email message when a lead enters your pipeline or changes stage, send templated WhatsApp messages to a list, send email campaigns, and automate order confirmations for Shopify and Systeme.io. Follow-up tasks themselves are reminders: you decide when and what, and SheetMind shows you what is due.
How do the WhatsApp and email integrations work?
WhatsApp Quick Send opens a ready-to-send chat link from your sheet, with nothing to connect. The WhatsApp Business API (Pro) connects your own WhatsApp Business account through Meta; Meta bills WhatsApp conversations directly on your payment method, and SheetMind has no wallet or credit line. Email (Pro) is sent from your own email account using its SMTP settings. Email reports show what your mail server accepted or refused; opens and clicks are not tracked.
What is included in Free versus Pro?
Free ($0) includes the CRM pipeline (1 pipeline, up to 500 contacts), up to 3 published forms, landing-page hosting, 3 AI operations and 3 Deep Edit operations in total, WhatsApp Quick Send, Dark Mode and Restrict Editing. Pro ($5.99 per month) removes the limits on forms, pipelines and contacts, gives you 100 AI operations and 5 Deep Edit operations each month, and adds the WhatsApp Business API, WhatsApp Inbox, email, workflows, bulk campaigns, Order Automation and optional extra privacy blur.
Do I need technical skills?
No coding or formulas are needed: you describe what you want in plain language and review it before it is applied. Connecting WhatsApp Business or your email takes some one-time setup with those providers (a WhatsApp Business account, your SMTP details), and we guide you through it.
How do I get started?
Select Get Started Free, sign in with your Google account and your free workspace is ready. If you work in Google Sheets, you can also add the Chrome extension from the Chrome Web Store. You can upgrade to Pro at any time from the pricing section.
Spend Less Time Chasing Leads. More Time Winning Clients.
Bring your leads, follow-ups, and client workflow into a system that's easier to manage.
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