Let’s build CRM for SaaS

What we want too keep track? Money , I means subscription. When we get money, that’s all we want to know and take actions.

First Thing

Customer Information (Especially Contact Info)
Subscription Period ( last period)
Payment List ( history of payment )

Main Sheet should be

Customer

Current Subscription

and then Payment History Sheet customer_id | subscription period | payment amount and status , method etc

Customer Sheet that’s is tracking of current customer journey , like prospect, lead , along with their status , foucs on their communication channel , so we can reach one click away.

Customer Followup History Sheet customer_id | and method of follow up and reaction / feedback

Main Dashboard Sheet should show

current active customer (who paid and running)
prospect / lead count
upcoming payments within this month, next mount