AI CRM in Google Sheets: Log Deals by Voice and Chat

New users get a referral program and discounts on 6 or 12-month plans. Install the agent from the marketplace in under 5 minutes and start running your CRM by voice. See pricing · Ask a question.

Overview

Salespeople hate updating the CRM. Deals get logged days late, statuses go stale, follow-ups slip, and clients fall through the cracks between calls. Hiring a data-entry operator is expensive, and rolling out a heavy CRM takes weeks — often pointless when your team already lives in Google Sheets.

AI CRM in Google Sheets — a ready-made AI agent for the ASCN platform that turns short chat phrases into clean rows in your spreadsheet:

• ➕ Adds deals from a plain phrase. Type "add a deal with Miller, +1 415 555 0123, $2,500, negotiation" and the agent creates the row and confirms it.
• 🔄 Updates statuses and fields. Amount, owner, next-step date, pipeline stage — all changed with one line.
• 🔎 Finds any deal in seconds. By client name, phone, or a fragment of the title, no scrolling through the sheet.
• 📊 Sends pipeline summaries. Deals this week, totals by stage, overdue follow-ups — as a short list.
• ✅ Keeps the sheet clean. One client, one row, clear statuses, and a one-line confirmation after every change.

You manage it in plain chat inside ASCN or Telegram. No need to open the spreadsheet — the agent writes, reads, and tidies it on your request.

How the agent works

You don't need to code or know spreadsheet formulas. You just type short phrases, like talking to a teammate.

1. Install from the marketplace. Open the agent page, click "Use template" — it lands in your account in under 5 minutes.
2. Connect Google Sheets in chat. Type "Connect Google Sheets," the agent sends an OAuth link, and you authorize in one click.
3. Set it up for your pipeline. Share your spreadsheet link and name your deal stages and owners — the agent learns the structure and follows it.
4. Work by phrase. Dictate or type deals and edits, and the agent writes them into rows and reports what it changed and where.
5. Scheduled tasks. Ask for a weekly pipeline summary, say every Monday at 10:00, and the agent sends it on its own.
6. Manage in one chat. Change stages, fields, and rules right in ASCN chat or Telegram.

Why it beats a data-entry hire

• Zero manual entry. A rep says one phrase between calls instead of spending the evening filling a sheet.
• One subscription instead of a salary. A data-entry assistant runs $800–2,000/month. The Start plan is $29/month as of 06/12/2026 (current pricing at ascn.ai/pricing).
• Nothing gets lost. A deal is logged right after the call, and the follow-up lands in the summary instead of a rep's memory.
• Order, not chaos. One client per row, statuses from your list, and the agent asks about duplicates instead of creating them.
• Runs on schedule. The pipeline summary arrives on the right day and hour, with no reminders.

What results users see

Across deployments, the agent saves a rep about 20–30 minutes a day on CRM entry and pushes the share of deals logged on time close to 100%.

Results depend on your niche, pipeline length, and how precisely you describe stages and rules in the agent's knowledge base. The agent handles execution; your setup drives the payoff.

Deployment statistics

Sales team — B2B services

• Setup: Google Sheets for 4 reps, Telegram channel
• Result: deals logged right after each call, pipeline summary every Monday at 10:00
• Savings: about 8 hours a week on maintaining the sheet

Real estate agency — long sales cycle

• Setup: a shared listings-and-clients sheet in Google Sheets
• Result: 0 lost follow-ups, statuses updated by voice right after a showing
• Savings: roughly 5 hours a week spent tracking who's at which stage

Online school — course sales

• Setup: an applications-and-payments sheet in Google Sheets
• Result: fast student lookup by name and phone, a weekly payments summary
• Savings: about 4 hours a week for the sales lead

What you get

• A ready-configured agent: its role, sheet-handling rules, and safeguards against risky edits are already written; setup takes under 5 minutes.
• A management guide: how to connect Google Sheets, set pipeline stages, and schedule the summary.
• A knowledge base for your pipeline: the agent remembers your stages, owners, and amount format and reuses them.
• A personal manager: helps tailor the agent to your sales process (on the Personal plan and up).
• A private community: help from other users and fast support answers.

While your team keeps putting off CRM updates, hand the sheet to an agent that logs every deal on the spot. 🔥🔥🔥

Set it up once — Google Sheets runs itself while you just dictate deals between calls.

FAQ

Do I need coding skills?

No. The agent installs from the marketplace and is set up in plain chat: you type a short phrase, and it connects Google Sheets and writes the data into your sheet.

How is my data kept secure?

The Google Sheets connection uses official OAuth, tokens are stored encrypted and never appear in chats or logs. Each agent is isolated, and you can revoke access anytime.

Will the agent mess up my sheet?

No. It deletes rows or makes bulk edits over five rows only after your explicit "yes," and it won't change the table structure or columns without confirmation.

How is this different from a regular chatbot?

A chatbot answers questions. This agent does the work: it writes rows in Google Sheets, finds deals, runs on a schedule, and sends summaries while you sell.

Can I tailor the agent to my pipeline?

Yes. You set deal stages, owners, and amount format in chat, and shape its tone and rules through the IDENTITY.md and SOUL.md files.

Can I manage the agent from Telegram?

Yes. Connect Telegram and dictate deals from there; the sheet-handling logic stays the same.

What if my sheet is still empty?

The agent offers to create a template with the right columns and stages, then keeps it updated from your phrases.

How do I track what the agent does?

After each action the agent sends a confirmation line: what it did, for which client, and in which row. Scheduled tasks are visible in the Tasks section.