I will build a google sheets or excel CRM and sales tracker

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sheetautopilot
S
sheetautopilot
Guan Wei C.

About this gig

Chasing leads across sticky notes, inboxes, and half-updated spreadsheets costs you sales.


I build a custom CRM and sales pipeline tracker in Google Sheets or Excel that keeps every lead, client, and deal in one place automatically flagging who needs a follow-up so nothing falls through the cracks.


What you get: a color-coded pipeline by stage (New Lead to Closed Won), automatic overdue follow-up alerts based on last contact date, a summary dashboard that counts leads and deal value per stage with no formulas to touch, and dropdown menus for fast, consistent data entry.


Who it's for: freelancers, consultants, agencies, and small sales teams who want pipeline visibility without paying for a monthly CRM subscription.


Every order includes a step-by-step instructions tab and sample data so it's ready to use in minutes. Need something more specific (different pipeline stages, extra fields, integrations)? Message me before ordering and I'll scope it for you.

Get to know Guan Wei C.

Guan Wei C.

Google Sheets and Excel Automation Specialist

  • FromTaiwan
  • Member sinceSep 2026
  • Avg. response time1 hour
  • Languages

    English
Hi, I'm Guan Wei. I build Google Sheets and Excel tools that save small businesses and Airbnb hosts hours every week. What I can do for you: • Dashboards that update automatically (KPIs, charts, monthly summaries) • Income and expense trackers for rental hosts and small businesses • CRM and sales pipeline trackers • Google Apps Script automation: auto emails, form workflows, scheduled reports • Fixing broken formulas and cleaning messy data I confirm the scope first, keep you updated, and test everything before delivery. Tell me what you do by hand today!

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