I will build google sheets CRM dashboards workflows automation API integrations systems
Graphic Designer Shopify Expert CRM Automation Klaviyo Email Marketing Funnels
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Struggling with messy spreadsheets, manual reports, lost leads, and disconnected tools that waste hours every week? Switching between apps like HubSpot or Trello without clear control or visibility over your business?
I will build a fully automated system in Google Sheets / Microsoft Excel that centralizes your data, automates repetitive tasks, and gives real-time business clarity so you can focus on growth instead of manual work.
What I will build:
CRM systems (leads, clients, sales pipeline)
Dashboards (KPIs, analytics, reporting)
Workflow automation (tasks, alerts, tracking)
API integrations (Shopify, Stripe, Airtable, etc.)
Auto reporting systems (daily/weekly/monthly)
Advanced formulas, scripts, and logic
Automation via Zapier / Make (Integromat)
Why choose me:
Custom systems built for your workflow
Replace tools like HubSpot or Trello
Clean dashboards + full automation
Scalable business-ready systems
Clear communication + walkthrough
Perfect for:
Coaches tracking clients
Founders needing structure
Agencies managing clients
E-commerce tracking sales/inventory
Freelancers organizing work
Small businesses automating operations
Message before order to learn more
Platform:
Excel
•
Google Sheets
•
VBA
Development technology:
VBA
•
Google Apps Script
•
Power Query
Expertise:
Formatting
•
Formulas
•
Add-ins
•
Dashboard
•
Modeling
My Portfolio
FAQ
My workflow is complex. Can you handle it?
Yes. I turn your exact workflow into a custom system in Google Sheets / Microsoft Excel no templates.
Do I need to replace my current tools?
No. I can connect or simplify tools like HubSpot or Trello into one system.
Is it hard to use?
No. It’s simple, clean, and comes with a walkthrough.
Can you automate tasks?
Yes. Using Zapier or Make (Integromat), I automate reports, tasks, and workflows.
Will it scale with my business?
Yes. It’s built to grow as your business expands.
Can you fix my existing sheet?
Yes. I can improve or rebuild it into a full system.
What makes this different?
It’s not a spreadsheet it’s a working business system that automates your operations.

