We currently manage open items for our accounts using spreadsheets, but would like to move that process to a simple Web based system.

The spreadsheet contains a mix of feature requests, fixes, maintenance items, and tasks for new projects. A row of data in the spreadsheet might look like this:

Client: Smith
Project: NYC
Item Description: Family Room TV Upgrade
Room/Zone: Family Room
Application: Video
Details: Has 65" and wants 85". Bla bla bla
Next Step: Propose suitable model
Assigned To: Lead Tech

At any given time, we have 100 to 200 open items (i.e. rows) in total for around 15 different clients.

We do not have a separate ticketing system; incidents are entered into this spreadsheet as an open item.

We do not have a separate CRM system. Instead, we have this spreadsheet plus a file structure in Dropbox.

Again, all we want to do at this point is move our spreadsheet to a simple Web based program so that data will be easier to enter, manage, browse and report on. If that new software is capable of being a full blown CRM, then great, but right now simplicity is more important than power.

So, thoughts on a multiuser Web based task tracking system that is light weight and easy to use?

So far, monday.com seems to be the closest thing I can find. The numerous other platforms for managing tasks are just to bloated and cumbersome. Still, monday.com doesn't seem that polished on the data entry side and the tabular data views are a bit clunky.

UPDATE: The functionality of Monday is actually pretty close to what I need. I just wish the UI was a bit less awkward to navigate.

If you just want a sharable web based spreadsheet it sounds like you need to move to Google Docs. We use Google Drive to store/share/edit customer files. You can allow specific users access to files etc.



We moved contacts/email/domains/website/cloud storage/virtual phone numbers etc over to google a couple of years ago and haven't looked back.

We use Zoho for project/service tracking. 

Based on your description of what you're looking for I recommend signing up for a free trial of Wrike and trying it out.

For something simpler look at Basecamp.

Take a look at servicem8.com  - might fit the bill

https://www.fieldaware.com/

I would check out clickup. I have used it for the last year. Inexpensive or free, integrates well with google drive, calendar etc. 2.0 version is just launching, which brings it to another level.