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I will build automated google sheets crm and project management tracker spreadsheet
Spreadsheet Expert, Rental and Finance Tracking Systems
Hi, I’m Anabelle Holland, a spreadsheet specialist focused on building simple, effective systems that help businesses and individuals stay organized and profitable.I create custom Excel and Google She...
About this Gig
Are you losing high-value business leads because your sales follow-ups are totally scattered? Are critical project deadlines slipping through the cracks because your team tracking is a complete mess?
If you are managing your daily operations with chaotic, disorganised notes, you are draining your revenue every single day.
Stop throwing money away on expensive monthly software subscriptions. I build powerful, fully automated Google Sheets CRM systems and Project Management Tracker spreadsheets tailored precisely to your unique business workflows
What You'll Get:
- Automated Google Sheets CRM: Seamlessly track leads, client interactions, and sales pipeline stages.
- Dynamic Project Tracker: Interactive Gantt charts, automated timelines, and clear task assignments.
- Smart Workflow Automation: Visual colour alerts for overdue deadlines and high-priority tasks.
- Centralised Sales Dashboard: Clean charts displaying monthly win-rates and team metrics.
Why Choose This System?
- 100% Automated: Built-in formulas do 95% of the heavy lifting. No coding required.
- Zero Monthly Cost: Runs entirely on a free account.
Please message me BEFORE ordering to discuss your custom workflow tracker!
FAQ
Is my client data and business pipeline information secure with this setup?
100% secure. Because this is a custom spreadsheet asset and not a third-party software platform, your data stays entirely within your own private Google Drive or local computer. I retain zero access to your information after our order is completed.
Can this project tracker generate automated Gantt charts and timelines?
Yes. The standard and premium tiers include fully dynamic Gantt charts and team project trackers. When your team modifies a task's start date or duration percentage, the visual timeline calendar instantly shifts and color-codes itself automatically.
How easy is it to add new team members or custom pipeline stages later?
I build these operational hubs with clean, user-friendly backend settings panels. You can quickly add new employee names, adjust status dropdown options, or alter sales stages on your own anytime without any risk of breaking the automated dashboard formulas.
Can this Google Sheets CRM send automatic email notifications to my team?
Yes, it can. In my premium package, I can integrate custom background Google Apps Script macros. When a project deadline is missed, or a sales lead status changes to "Follow Up," the spreadsheet can automatically fire off a notification email directly to your sales reps.
Do I need to buy expensive software add-ons to use this spreadsheet tracker?
No, absolutely not. The entire tracker is built using native automation, dynamic conditional formatting, and core formulas within standard Google Sheets or MS Excel. It runs flawlessly on a completely free account with zero recurring monthly costs.
