With a spreadsheet
Buyers · Sheet 1
| Buyer | Plot | Owner |
|---|---|---|
| Kavya | B-14 | Arjun |
A separate handover
Arjun, call Kavya on Saturday.
She wants to arrange a site visit.
Same buyer. Two workflows.
See how each handles the work around a land sale.
A buyer changes hands.
What moves with them?
Meera’s away. Arjun will call Kavya on Saturday.
With thingswetried
K
KavyaInterested in Plot B-14
BUYEROwnerAArjun
Open task · SaturdayCall to arrange a site visitAssigned to Arjun
Earlier enquiries & conversations stay here.
Same task. Same due date. New owner.
A new enquiry arrives.
How does it reach your list?
Kavya has filled in your Facebook lead form.
With a spreadsheet
New form responseKavya · Interested in plots
Export / copy the details
Buyers · Sheet 1
| Buyer | Source | Owner |
|---|---|---|
| Kavya | Unassigned |
With thingswetried
New form responseKavya · Interested in plots
Captured from the connected form
K
KavyaFacebook enquiry received
OwnerUnassigned
Ready for your team to review and assign.
It’s time to follow up.
Where do you start?
It’s Saturday. Kavya is expecting Arjun’s call.
With a spreadsheet
Next contact = Saturday
Buyers · Filtered view
| Buyer | Owner | Next contact |
|---|---|---|
| Kavya | Arjun | Saturday |
Next action
Call to arrange a site visit.
With thingswetried
Due today1
K
KavyaInterested in Plot B-14
Saturday · Assigned to ArjunCall to arrange a site visit
Buyer details & recorded history alongside.
The scheduled task appears in due work.
Illustrative workflows · Shared sheet + manual WhatsApp, without scripts or add-ons.
01 / Capture
Connected enquiries
reach the CRM.
02 / Responsibility
Open tasks follow
the buyer’s owner.
03 / Follow-up
Scheduled work
has its own queue.
Compare all details
| The job | With a spreadsheet | With thingswetried |
|---|---|---|
| Collect enquiries | Add rows or import a file. Someone checks for repeat buyers and fills in missing details. | Capture enquiries from a connected Facebook form. Review contact matches and duplicates in the CRM. |
| Assign a buyer | Use an owner column or assign a comment. Agree who updates the row and carries the next task. | Assign a buyer to a salesperson. Their open tasks move with them when ownership changes. |
| Follow up | Filter by next-contact date and work through the list. Cell-change email rules are available on eligible accounts. | Schedule the next contact against the buyer and work from due tasks. Messaging automation needs separate setup. |
| Share the conversation | Keep notes and links in the sheet. The WhatsApp conversation remains in the messaging account your team uses. | Read and reply through the connected WhatsApp inbox, with the buyer’s communication history available to your team. |
| Track plots | Maintain a status column and protect editing ranges. Your team checks each hold or booking before changing availability. | Record holds and bookings against plots. Held, booked and sold plots have controls that restrict direct changes. |
Sheets already supports shared editing, comments and version history. Scripts and add-ons can extend it further. The useful question is how much of your sales process you want to configure and maintain. Sources and comparison scope ↓
Stay with a spreadsheet when
You can keep the work in view.
A small team, a manageable list and a habit of updating it can be enough. Sheets is flexible, familiar and easy to adapt as your process changes.
Consider a CRM when
The handovers need more structure.
Several people share buyers, follow-ups or plot inventory. You need the owner, next action and conversation attached to the same buyer record.
03 / If you decide to moveStart with a small,
Start with a small,
checked list.
Moving contacts is one part of the change. Your team still needs to agree who owns each buyer and what happens next.
Clean the contact details.
Review names, phone numbers and email addresses. Keep a copy of the original sheet and resolve obvious duplicates.
Map the supported fields.
The contact import supports name, phone and email. Extra columns, old chat history and spreadsheet formulas need a separate review; they don’t all carry across.
Check the records, then assign.
Review the imported buyers, choose an owner and set the next contact. Importing a file does not assign people or send messages.
Sources & scope · Checked 3 October 2026
Google’s documentation covers sharing, comments, version history and protected ranges, and conditional email notifications. Notification availability depends on the account.
This comparison uses a shared Google Sheet with manual WhatsApp. It does not assess every spreadsheet product, custom integration or add-on.
thingswetried descriptions reflect the current land-sales workflow. Facebook and WhatsApp connections require account permissions and setup; automated messaging also requires consent and the appropriate sender/template approvals.
Confirm onboarding availability and plan inclusions with us before moving your team. The example uses fictional people and records. Pricing, usage and setup costs should be compared separately.
Look at it with your teamBring your process.
Bring your process.
We’ll walk through it.
Tell us where the work gets difficult: follow-ups, team handovers or plot availability. We’ll show you how that task works in thingswetried.
