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English
$
USD
I will build a CRM sales pipeline control and forecasting system
AI Automation and Business Systems Specialist : CRM, APIs and AI Agents
I build practical AI-powered business systems that reduce manual work, improve follow-up and turn fragmented processes into reliable workflows.
I can help with AI automation, CRM and lead-management ...
About this Gig
Your pipeline should show more than a list of deals. It should show what needs action, who owns it and how much of the forecast is supported by the data. I build formula-driven sales pipeline control systems with structured opportunity records, defined stages, owner accountability, next-action checks and management reporting. Depending on your package, this includes weighted pipeline, forecast vs target, configurable stale/overdue flags, owner/source views, duplicate review, data-quality exceptions and closed-deal reconciliation. Calculations are protected; definitions and operating routines are documented. The gallery is a self-initiated fictional case study, not a client result. Its workbook was tested in LibreOffice Calc. Excel is untested and Google Sheets is not included. Data entry, owner assignment and month-end history transfer are manual. Automation means formulas, validation and in-workbook flags, not lead capture, auto-routing, email/SMS, macros, APIs or CRM-platform setup. Contact me before ordering to confirm your workflow, data volumes, definitions and package. You receive agreed-scope testing evidence and a clear handover.
Technology:
Other
My Portfolio
FAQ
Is this HubSpot, Salesforce or another CRM setup?
No. It is a spreadsheet-based pipeline-control system. CRM-platform configuration, permissions, email integrations and activity timelines are not included.
What is automated?
Formula calculations, probability-based weighting, reporting and in-workbook status/exception flags. Lead entry, ownership assignment, follow-up execution and closed-history transfer remain manual.
Will it run in Excel or Google Sheets?
The demonstrated package was tested in LibreOffice Calc and supplied as XLSX. Microsoft Excel is untested; Google Sheets is outside scope. Confirm your working environment before ordering. No untested portability is promised.
Do you send follow-up emails or route leads?
No. The workbook surfaces next actions, owners and overdue/stale records; it does not send communications, capture web leads or assign owners automatically.
How do you test and hand over?
We reconcile agreed KPIs, test representative invalid/boundary inputs and document operating routines. The frozen case study has 512 builder checks plus a separate 100/100 independent ChatGPT Work approval. No universal correctness guarantee.
Are forecasts guaranteed?
No. Estimated pipeline is separate from actual revenue. Commit and coverage definitions need management approval; stale thresholds must match your sales cycle. Weekend-only business-day logic excludes public-holiday adjustment.
What counts as a revision?
Revisions refine the agreed implementation. New workflows, integrations, views or metrics, and clean-up beyond the package allowance are new scope. Provide anonymised sample data before quoting.
Does the gallery show paid client results?
No. This is a self-initiated demonstration using fictional business data. Monetary values are illustrative sample figures, not commercial outcomes or testimonials.
