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English
$
USD
I will create a custom google sheets CRM and lead tracker with automation
Data Analyst Automation AI
I am a results-driven professional with 5 years of experience in the IT sector, specializing in Data Analytics, MIS, and custom web development. I possess a versatile skill set spanning Tableau, Power...
About this Gig
Losing leads because follow-ups live in notes and inboxes? Let me build you a simple CRM in Google Sheets.
You get a lightweight CRM shaped around your own sales process, without paying for complex software your team won't use.
What you get:
- Lead pipeline with dropdown stages, from New Contact to Closed Won
- Automatic highlighting of leads not contacted in X days
- Data validation so emails and phone numbers stay clean
- Sales dashboard with conversion rate, monthly revenue and lead sources
- Custom menu that archives closed deals to a History tab (Premium, via Apps Script)
Who it's for:
- Real estate agents, consultants, agencies and small sales teams.
Why work with me:
- Simple dropdowns and color cues, no formulas for your team to touch
- Built in your own Google account, so you fully own it
- Clear communication and on-time delivery
Before ordering, please message me with:
- Your sales stages
- Roughly how many leads you handle each month
Get a CRM that works for you. Message me today!
Technology:
Google Sheets
My Portfolio
FAQ
Can my whole team use it at the same time?
Yes. Google Sheets supports many users editing at once; I can also protect columns so nobody breaks formulas.
Do I need to pay for any software?
No. It runs in Google Sheets, free with any Google account.
Can you import my existing leads?
Yes. Send your Excel or CSV file and I'll clean and import it. Large lists can be added with the Lead Import extra.
Can I change the pipeline stages later?
Yes. Stages come from a settings tab, so you can rename or add them without editing formulas.
Do you need access to my Google account?
No. I build it and share it with you, or you give me edit access to just that one file.
