Most CRMs force you to choose between a clunky table and an oversimplified card view. SalesSheet gives you a full spreadsheet-grade grid with drag-and-drop columns, Google Sheets-style filters, select-all bulk operations, and one-click enrichment - so you can work with thousands of contacts as fast as you think. If you know how to use a spreadsheet, you already know how to use SalesSheet.
Smart Grid with Name, Email, Company, Phone, Status, and Last Activity columns - filter dropdown active, 3 rows selected with Convert, Enrich, and Delete bulk actions
Every interaction is designed to eliminate clicks and keep you in flow. Resize, reorder, filter, and bulk-edit without ever leaving the grid.
Rearrange your grid layout by dragging columns into the exact order you need. Pin important fields like name, company, and deal value to the left so they stay visible while you scroll. Resize columns to fit long notes or compact them for a high-density overview. Your layout is saved per view, so your pipeline grid can look completely different from your prospecting grid.
Click any column header to open a filter dropdown with Sort A-Z, Sort Z-A, and Freeze column options. Then filter by condition (text: contains, equals, starts with, is empty, is not empty; date: before, after, between, on; number: greater than, less than, between, equals) or filter by values with multi-select checkboxes. Active filters appear as removable badges in the toolbar - like "Status: Lead" or "Owner: Andres M." Stack multiple column filters to create precise segments and save them as reusable views.
Select rows with checkboxes (Shift+Click for a range, Ctrl+Click for individual rows) and a bulk action toolbar appears instantly. Convert selected contacts to opportunities with one click, customize the conversion with deal value and pipeline stage, enrich contacts with AI-powered data enrichment, or delete in bulk. The toolbar shows "N selected" with select-all-across-pages support, and export options let you download selected rows, the current page, or all contacts as CSV.
Start by choosing which columns to display from your full list of contact, company, and deal fields. Drag them into your preferred order and resize each one to fit the data. Need to see phone numbers, last activity date, and deal stage side by side? Just drag them next to each other. Your layout is saved automatically and loads instantly every time you return.
Click any column header to open the filter panel. Choose from a full set of operators - contains, does not contain, is empty, is not empty, greater than, between, and more. Combine filters across multiple columns to build targeted segments. For example, filter by deal stage "Proposal Sent" plus last activity older than 5 days to find stale deals that need follow-up. Save the combination as a named view for one-click access later.
Once you have the right records in view, select them individually with checkboxes or use select-all to grab everything matching your filter. The bulk action toolbar appears at the top with options to update fields, assign owners, tag, move pipeline stages, export, or delete. Changes apply instantly across all selected records, and you get a confirmation summary showing exactly what was updated.
Stop clicking through record after record. The Smart Grid lets you see, filter, and act on your entire database from a single view. Start your free trial and experience the fastest CRM grid on the market.
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