CtrlPlain — Control Sales Updates. Plain and Simple.

CtrlPlain lets you manage sales data directly within Google Sheets. Edit, format, collaborate in real-time, and leverage stunning charts & graphs — all without SalesOps for help. It preserves CRM integration while keeping everything in a familiar spreadsheet interface.

• Real-time data management and collaboration
• Google Sheets as the central workspace for sales data
• Direct CRM integration with ongoing data synchronization
• No heavy onboarding required; quick start for faster insights

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How to Use CtrlPlain

1. Sign up and connect your tools. Create your account and connect your CRM and Google Sheets.
2. Open CtrlPlain in Google Sheets. Access your sales data directly within a familiar spreadsheet.
3. Sync and manage data. Use real-time sync, selective sync, and note-taking to keep data accurate and relevant.
4. Analyze and share. Generate charts and graphs to visualize performance and share insights with your team.

Disclaimer: CtrlPlain is designed for streamlined sales data management within Google Sheets and requires proper permissions to access CRM data.

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Why CtrlPlain

• Keeps sales data in a familiar, collaborative environment (Google Sheets)
• Real-time synchronization between CRM and Sheets
• Focus on selling; reduces manual data entry and CRM friction
• Selective sync to control which data elements are surfaced in Sheets
• Accessible onboarding with no heavy IT requirements

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Core Features

• Google Sheets as the central platform for sales data
• Real-time data sync between CRM and Sheets
• Selective/smart syncing to surface only relevant data
• Real-time collaboration and note-taking within Sheets
• AI-powered insights to help prioritize deals (AI-driven recommendations)
• Quick start with a free sign-up and no heavy setup
• Seamless data management without needing SalesOps support
• Multiple integrations with CRM and related tools

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How It Works

• CtrlPlain maintains a live integration with your CRM, placing sales data into Google Sheets for editing, formatting, and collaboration.
• One-click access to critical opportunities and notes, with real-time updates as data changes in the source systems.
• Focus on closing deals with streamlined workflows and visibility across the sales pipeline.

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Safety and Compliance Considerations

• Ensure proper permissions and data governance when syncing CRM data to Sheets.
• Use selective syncing to limit exposure of sensitive information.

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Customer Experience Highlights

• Real-time access to sales data anywhere, anytime
• AI assistance for deal prioritization and analytics
• Testimonials emphasize improved analysis, faster reporting, and easier collaboration