Case Study: Root Home achieves a flexible, connected CRM to organize its entire sales pipeline with Spreadsheet.com

For Root Home Spreadsheet.com is an All-in-One CRM Tool

Root Home, a Liverpool‑based property investment development firm, needed a nimble, highly customizable CRM to manage deal sourcing for professional investors and charity housing work. After trying SugarCRM, Capsule, Podio and DIY spreadsheet solutions, Root Home found other platforms too rigid and traditional spreadsheets unable to link data across worksheets — so they turned to Spreadsheet.com as an All‑in‑One CRM tool to meet their changing data‑model needs.

Spreadsheet.com let Root Home build a CRM that mirrors their workflow, using Related Row data types, Select/Multiselect fields and Forms to interlink workbooks, capture leads, and automate data entry. By adopting Spreadsheet.com to run their entire sales pipeline, Root Home gained faster access to key information, reduced manual data‑entry work, sped up workflows, and achieved deeper deal insights — all backed by responsive support from the Spreadsheet.com team.

Root Home

Chris Gilsenan

Co-Owner