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Fiverr Pro
English
$
USD
I will build a sales CRM and lead tracker in google sheets or excel
Quote Follow Up Systems
I create practical quote follow-up systems for service businesses. You receive clear email templates, a simple lead tracker, timing rules, and step-by-step instructions your team can use. I work in En...
About this Gig
Keep your leads, sales stages, and next follow-up dates in one simple spreadsheet. I will build a custom Google Sheets or Excel CRM tracker for your service business, using the prospects you already have.
Depending on your package, your tracker can include:
- Status, priority, and source dropdowns
- Last-contact and next-follow-up dates
- Clear next-action fields
- Estimated pipeline value
- Automatic overdue follow-up highlighting
- A formula-driven summary dashboard
- A short quick-start guide
The layout will be adapted to your real workflow without unnecessary complexity. You will receive an editable file that you can continue using after delivery.
Ethical and privacy-first service: please provide only information you are permitted to use. I do not provide purchased contact lists, mass-spam systems, deceptive outreach, false claims, or work for prohibited industries.
Message me through Fiverr if you need a custom scope.
Technology:
Excel
•
Google Sheets
Expertise:
Data flow
•
Data manipulation
•
Data validation
My Portfolio
FAQ
Can you build it in Google Sheets or Excel?
Yes. Choose your preferred format in the requirements. I can create the tracker for Google Sheets or deliver an Excel-compatible workbook.
Can you import my existing leads?
Yes, if your package covers the row count and you are permitted to use the data. Please remove unnecessary sensitive information before sharing it.
Does this include lead generation or purchased contact lists?
No. This service organizes legitimate prospects or inquiries you already have. It does not include scraped or purchased lists, mass spam, or deceptive outreach.
Can you customize the stages and columns?
Yes. Standard and Premium include deeper customization. Basic includes a simple proven structure with light adjustments.
Will the dashboard update automatically?
Yes. Where included, the dashboard is formula-driven and updates when you add or change tracker rows.
