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Fiverr Pro
English
$
USD
I will build you a custom sales CRM tracker in excel sheets or web app
About this Gig
Stay on top of every deal and contact without losing track of where things stand in your pipeline.
I build Sales CRM systems that help you manage contacts, track deals through your pipeline, and monitor performance ideal for freelancers, agencies, and small businesses managing an active sales process.
What you get:
Contact & deal database with status stages (New Contacted Proposal Sent Won/Lost)
Visual pipeline view with deal values per stage
Auto-calculating stats: pipeline value, conversion rate, deals won this month
Available as a spreadsheet (Excel + Google Sheets) or a fully interactive web app with a live dashboard
Why work with me:
I'm the founder of Kynetic Labs, building practical business systems CRM, automation, and BI tools for real businesses. Every system is designed to be used immediately.
Message me before ordering if you have specific requirements.
Language:
English
Purpose:
Business
Work model:
Project-based
•
Weekly assistance
•
Monthly retainer
Service type:
Template creation
•
Formatting
File type:
Excel
•
FAQ
What's the difference between the Basic, Standard, and Premium packages?
Basic gives you the ready-made template as-is. Standard customizes it to your industry, pipeline stages, and branding. Premium delivers a fully custom-built version as a hosted, interactive web app instead of a spreadsheet
Do I need any technical skills to use this?
No. The spreadsheet versions work in Excel or Google Sheets like any normal file. The web app version (Premium) is ready to use immediately — no setup, no coding
Will the web app version work on my phone?
Yes, it's fully responsive and works on desktop, tablet, and mobile browsers.
Is my data safe / private?
The spreadsheet versions are yours to store however you like. The web app version stores data securely tied to your own hosted link — it's not shared with other buyers
Can I request custom fields or a different pipeline structure?
Yes — this is exactly what the Standard and Premium packages are for. Just let me know your requirements after ordering (or message me first if you're not sure which package fits).
Do you offer ongoing support or updates after delivery?
Minor support is included to help you get set up. For ongoing changes, automation, or a fully managed system, feel free to message me about Kynetic Labs' other services.
How long does delivery take?
Basic: 1 day. Standard: 2 days. Premium: 3 days. Let me know if you need it sooner — happy to discuss.
Can I see an example before ordering?
Yes — check the gig gallery images for a full preview of the dashboard, pipeline, and contacts views
