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$
USD
I will create CRM spreadsheet system with dashboard and automated sales tracking tools
Ella L
About this gig
Struggling to track your leads, follow up with customers, or understand your sales performance clearly?
I will build you a custom CRM system in Excel or Google Sheets that turns your messy customer data into a structured sales machine with full visibility over your pipeline, leads, and revenue.
Instead of juggling spreadsheets or losing track of clients, you'll get a simple but powerful system to manage your entire sales process in one place.
What I Will Build For You
- Custom CRM dashboard to track sales performance
- Lead tracking system
- Customer database with organized filtering
- Sales pipeline
- Automated KPIs
- Clean, easy-to-use reporting dashboard
Perfect For
- Small businesses managing multiple clients
- Startups tracking leads and growth
- Freelancers/agencies managing prospects
- Sales teams needing simple tracking systems
- E-commerce or service-based businesses
What Makes This Different
This is NOT a basic spreadsheet.
It is a structured CRM system designed to help you actually manage and grow your sales process, not just store data.
Send your business details and how you currently track your customers, and I will design a CRM system tailored specifically to your workflow.
Get to know Ella L
Ella L
Building Automated CRM And Business Systems That Scale
- FromUnited States
- Member sinceJan 2025
- Avg. response time6 hours
- Last delivery1 year
Languages
English, Spanish, German, Italian
Hi, I’m Ella Len, i I build custom CRM automation systems, sales dashboards, and no-code business workflows using Airtable, Zapier, Excel, and Google Sheets. I help startups and businesses automate operations, track leads, manage customers, and visualize KPIs in real time. My focus is creating efficient, scalable systems that replace manual work with smart automation. If you need a streamlined CRM, sales tracking system, or business dashboard, I can design a solution tailored to your workflow.
FAQ
What do you need from me to start?
I need basic details about your sales process (how you currently track leads/customers), your data (if available), and what you want to track (sales, leads, pipeline stages, etc.).
Can you customize the CRM for my business type?
Yes. I build fully custom CRM systems for different industries such as services, agencies, startups, e-commerce, and small businesses.
Will I be able to update the system easily?
Yes. The CRM is designed to be simple and user-friendly so you can easily add, edit, and track your data without technical skills.
Does the CRM include automation?
Yes. I include automated formulas and tracking features to reduce manual work, such as automatic KPI updates and sales calculations.
Can I track my sales pipeline?
Yes. Your CRM will include a structured pipeline (e.g., new leads → contacted → in progress → won/lost) so you can clearly see your sales status.
What tools do you use?
I use Microsoft Excel and Google Sheets. Depending on your needs, I may also use advanced formulas and automation techniques.
Is my data safe?
Yes. All data shared is kept confidential and only used to build your CRM system.
Can this work for small businesses or startups?
Yes. This CRM is specifically designed for small businesses, startups, and individuals who need a simple but powerful tracking system.
Do you offer revisions?
Yes. I offer revisions to make sure the CRM system matches your workflow and business needs.
What if I don’t know what I need?
No problem. I can guide you based on your business type and help design a CRM structure that fits your workflow.
