I built a CRM to fund my startup — here's the embarrassing reason why
About months ago I was juggling investor contacts, potential customers, and partner leads across sticky notes, a half-broken spreadsheet, and my email inbox.
I knew I needed a CRM. But every option I looked at was $50–$100/mo — real money when you're bootstrapping and every dollar needs to go toward the actual product.
So I built my own in Google Sheets.
Not because I'm a developer. But because Google Sheets, built right, can do 80% of what a $100/mo CRM does.
I wanted one place to track who I knew, where the relationship stood, and what my next move was. Leads, investors, and partners — all sorted automatically, no manual organizing.
It worked. So I cleaned it up and put it on Gumroad — partly to share it, partly to generate a little revenue while I build the real thing.
There are two versions:
→ Lite — the "Single Source of Truth" every bootstrapped founder needs. Track leads, prioritize your time, and stay focused using the Go/No-Go framework. Get running in under 5 minutes.
→ Full Automation Suite — turns your sheet into a proactive assistant. Every week it scans your database and emails you exactly who you need to follow up with. Plus an executive dashboard, one-click lead entry, and multi-recipient support if you have a co-founder.
One-time payment. Lifetime updates. No subscription ever.
If you're a bootstrapped founder who's not ready to pay for enterprise software but tired of losing track of your network — this is what I built for us.
Use code EARLY20 for $20 off the Full Automation Suite. 👇
templateforge8.gumroad.com
The 'build a consulting business to fund the product' model works but only if the CRM is doing real work from day one.
The mistake most solo founders make: they build the CRM for the consulting side but not the product side. So they have pipeline visibility for client deals but no system tracking who's trialing the product, which features they use, or who's close to churning.
What changes the math: one operational system that covers both - the consulting CRM linked to the product revenue dashboard, so you can see at a glance whether the consulting cashflow covers the product runway and when you can afford to start pulling back on services. Without that unified view, you're running two businesses with two sets of spreadsheets and no single answer to 'what's my actual financial position right now?'