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Xpezia CRM

xpezia.com.pk

Workboard

Overview

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Lead

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Consultation

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Proposal

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Negotiation

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Paid

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Lost

Pipeline Flow

Lead

Consultation

Proposal

Negotiation

Paid

Lost

Revenue

Total closed revenue (final price)

Recent Clients

📋

No clients yet. Add your first client to see them here.

New Client

Fill in the details and click Save to add to your sheet.

Contact Info

First Name *

Last Name *

Company Name

Phone

Website

Location & Source

City

Country

Source / How they found us

Category 1

Category 2

Assigned To

Pipeline Stage

Services

Core Services

US Company Formation UK Company Formation US Tax Filing UK Tax Filing Banking & Payments E-Commerce Setup

Add-Ons

VoIP Services VPN Services US Phone Number UK Phone Number Monthly Maintenance

Pricing

Offered Price

Final / Agreed Price

Currency

Notes & Conversation

Internal Notes

Conversation Log

All Clients

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Loading clients...

⚙ Setup & Configuration

Connect this app to your Google Sheet. Follow the steps below once — it takes 5 minutes.

Go to script.google.com → New Project → paste the Code.gs file provided.

Run the setupSheet() function once to create the Clients tab automatically.

Click Deploy → New Deployment → Web App. Set access to "Anyone". Copy the Web App URL.

Paste your Web App URL below and click Save.

Google AppScript Web App URL