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I will build a secure automated CRM engine in google sheets
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About this Gig
Struggling to track leads across messy spreadsheets? Stop paying monthly for complex CRM software and switch to a high-performance, automated solution built right into Google Sheets. ️
Introducing the SALT CRM Core Enginea secure, lightweight, and professional automation system designed for real estate agents, sales teams, and small business owners who need results without the overhead.
Why choose SALT CRM? Unlike standard templates, my system is powered by a custom Google Apps Script Library. This means you get enterprise-level automation, smart data handling, and a professional interface that works while you sleep.
WHAT YOU GET WITH MY CRM ENGINE:
- Traffic Light Automation: Your pipeline automatically turns Red (Overdue), Yellow (Due Tomorrow), and White (Active) based on your follow-up dates.
- One-Click Data Sync: Seamlessly move "Won" leads from your Pipeline to your Buyer Directory with a single click.
- Secure Gateway: Protect your system with a custom License Key (PRO & ENT tiers).
- Smart Cleanup: Automatically format messy lead names and contact details.
- Gmail Integration: (PRO Tier) Extract phone numbers and contact info directly from your email signatures.
- System Health Check
Technology:
Excel
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Google Sheets
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SAS
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Talend
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VBA
•
Alteryx
FAQ
What happens if I make a mistake and break the sheet?
Every package comes with a System Health Check tool. If something feels off, you can run the health check from the custom menu, and it will diagnose the connection. Plus, my PRO and Enterprise tiers include support to get you back on track!
Do I have to pay a monthly subscription fee?
No! This is a one-time setup fee. Once the CRM is installed in your Google Sheet, you own it for the duration of your license (1 year for PRO, Lifetime for Enterprise). There are no hidden monthly costs.
Can I customize the columns for my specific business?
Yes! While the CRM comes with a professional 17-column layout optimized for most sales pipelines, I can help you customize the headers during the setup process (included in the Enterprise tier).
