Using Google Forms as a CRM
- Demo Scheduling: Prospective customers fill out a form to book a demo, and the data flows directly into our CRM system (built on Google Forms and Sheets).
- Support Requests: When users submit a bug or feature request, it’s automatically emailed to us and logged in our support forum. We also use an AI-powered auto-composer that suggests responses based on similar past questions.
- Subscription Management: When a user subscribes to a paid plan, we ask if they’d like to schedule a setup call. If they cancel, we collect feedback to understand why. Both use Google Forms as well.
Evolution of CRMs
- Salesforce was built for sales teams tracking leads in spreadsheets but losing them when employees left. It moved sales tracking to the cloud.
- HubSpot focused on inbound leads, capitalizing on the rise of freemium SaaS models.
- Formfacade isn’t trying to be HubSpot or Salesforce. We’re focused on turning Google Forms into a lightweight CRM—one that meets SMBs where they already work: Google Workspace.
- Siebel era: Customer interactions weren’t online, and neither were their records.
- Salesforce era: Interactions were still offline, but records moved to the cloud.
- HubSpot era: Both interactions and records went online as inbound leads became mainstream.
- Formfacade: With Google Workspace so pervasive, businesses don’t need a full-fledged CRM like HubSpot.
Habit-Forming Leads to Silos
When elevators are running really well, people do not notice them. Our objective is to go unnoticed.
- Otis
One of our customers described how managing a single customer interaction required 10 different tabs, from email and calendar to HubSpot and payment software. We hear this repeatedly from our customers because, as builders, we aim to make our software an integral part of their workflow and turn it into a habit for retention. But this increases silos and complicates the workflow for customers. This complexity is precisely why Klarna recently moved away from Salesforce to a custom-built CRM, consolidating everything into one AI-powered system.
With AI, we can now extract structured data from emails and conversations to build a CRM without manual intervention. Instead of requiring businesses to adopt an entirely new system, we can integrate seamlessly into their existing tools like Google Workspace. Today, every software is slapping a chatbot on top and calling it AI. But the true power of AI lies in extracting information from existing tools and making business software invisible. This approach may prove more effective than the latest fads (such as chatbots and agents) for startups looking to disrupt existing software across different business verticals. I hope these two lessons I learned in this journey:
- Something as small as adding CSS to Google Forms can lead to a viable product with traction.
- Piggybacking on existing tools like Google Forms can be less sticky but can attract customers who are tired of switching between silos.
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