Fashion Business CRM – Google Sheets + AppSheet Integration

This repository documents the full workflow, logic, screenshots, and implementation steps for building a lightweight Customer Relationship Management (CRM) System for a fashion business using:

• Google Sheets (Backend Database)
• AppSheet Web App
• AppSheet Mobile App
• Connected tables: Customers, Measurements, Orders
• Phone Number as the Primary Key to link all related records

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📌 Overview

This CRM allows the business to:

• Register customers once (using Phone Number as a unique identifier)
• Automatically attach and retrieve customer measurements
• Track and view all orders linked to each customer
• Search for a customer and instantly see:
  • Customer profile
  • Related measurements
  • Order history (past & ongoing)

This system works seamlessly on the web and mobile via AppSheet.

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📸 Screenshots

Web Dashboard view

Customer Details View

phone number search view

Backend Data View

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🏗️ System Requirements

1. Google Sheets

• A Google Workspace or free Gmail account
• 3 Sheets with the following structure:

Sheet 1: Customers

Column	Description
PhoneNumber (PK)	Unique identifier
FullName	Customer full name
Gender	Male/Female
Address	Optional
DateCreated	Auto timestamp

Sheet 2: Measurements

Column	Description
MeasurementID	Unique key (AppSheet generated)
PhoneNumber (FK)	Links to Customers.PhoneNumber
Shoulder	Numeric
Chest	Numeric
Neck	Numeric
Sleeve	Numeric
DateTaken	Auto timestamp

Sheet 3: Orders

Column	Description
OrderID	Unique
PhoneNumber (FK)	Customer placing order
StyleType	e.g. Kaftan, Suit, Native
Fabric	Optional
Price	Numeric
Status	Pending / Completed
DeliveryDate	Date
DateOrdered	Auto timestamp

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🔧 AppSheet Configuration Logic

1. Connecting the Sheets

In AppSheet:

Data → Tables → Add Data → Google Sheets

Connect:

• Customers
• Measurements
• Orders

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2. Setting Primary Keys

• Customers Table → Key = PhoneNumber
• Measurements Table → Key = MeasurementID
• Orders Table → Key = OrderID

This ensures AppSheet can relate each measurement and order to the correct customer.

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3. Establishing Relationships

In AppSheet:

Customers Table

AppSheet auto-generates:

Related Measurements = REF_ROWS("Measurements", "PhoneNumber")
Related Orders = REF_ROWS("Orders", "PhoneNumber")

Measurements Table

PhoneNumber → Ref → Customers.PhoneNumber

Orders Table

PhoneNumber → Ref → Customers.PhoneNumber

This creates automatic parent-child linking.

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4. Search Function Logic

AppSheet automatically creates a global search bar.

Searching by:

• Name
• Phone number
• Order details
• Measurement fields

…returns all customer-related records.

To ensure clean output, set:

UX → Views → Primary View: Customers

And enable:

Show related tables inline

This ensures that when you open a customer:

• Customer details appear at the top
• Below are:
  • Related Measurements
  • Related Orders

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📱 Mobile App Behaviour

On the mobile AppSheet app:

• Search bar filters customer table
• Selecting a customer opens:
  • Measurement summary
  • Order history
  • Add New Measurement button
  • Add New Order button

All automatically linked via the PhoneNumber primary key.

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🧠 Workflow Diagram

Add your diagrams under /workflow/:

• CRM Architecture
• Data Flow (Google Sheets → AppSheet → Mobile App)
• Relationship Diagram (PK/FK structure)

Upload them and replace this placeholder:

workflow/crm_architecture_diagram.png

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🚀 How to Deploy Your Own Version

1. Prepare your Google Sheets

• Create the three tables above
• Maintain PhoneNumber as unique

2. Create a New AppSheet App

AppSheet → Start with Data → Google Sheets

3. Configure Views

• Customers (primary)
• Measurements (inline view)
• Orders (inline view)

4. Test Search Function

• Search for a number or name
• Ensure measurements & orders appear beneath customer profile

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📝 Notes & Best Practices

• Use Data Validation in Google Sheets to avoid duplicate phone numbers
• Enable AppSheet Form Save Events for automatic timestamps
• Consider adding:
  • Image upload for fabric samples
  • WhatsApp API link for instant customer messaging
  • PDF invoice generation

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📬 Author

Designed and implemented by Badawi Aminu Muhammed (Cigma General Solutions)
Data/BI Analyst | Project & Operations Manager
LinkedIn: https://linkedin.com/in/elameenbadawy

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📄 License

This documentation is provided for portfolio and educational purposes.