Local only
NameCompanyStageValueFollow-upNotesActions
CompanyContactStatusFee/moNotesActions
NameRoleStatusRate/moNotesActions
TaskLinked toPriorityStatusDueActions

Google Sheets connection

Connect this CRM to your Google Sheet so all team members share the same data.

  1. Open "Avarra Form Submissions" in Google Sheets
  2. Go to Extensions > Apps Script
  3. Paste the CRM Apps Script (from your Claude Code prompt)
  4. Click Deploy > New Deployment > Web App
  5. Set "Who has access" to Anyone
  6. Copy the Web App URL and paste below

URL stored in this browser only. Each team member pastes it once.