I will sell CRM spreadsheet clients and sales tracker google sheets or excel

Lithuania

I speak English, Lithuanian, Russian

10 orders completed

Helping businesses grow with clear, actionable data analysis!

Hi, I’m Lukas, a Business, Finance & Data Analyst with 10+ years of experience helping businesses turn data into clear insights and better results. I specialize in financial analysis, business analyt...
About this Gig

SALES CRM SPREADSHEET Google Sheets or Excel Template

All-in-One Sales Tracking System


Stop losing deals! This ready-to-use CRM helps you track leads, manage deals, log communication, send proposals, and measure revenue all in one file.


WHAT YOU GET

8 automated, interconnected sheets:

  • Dashboard Live KPIs - Leads, revenue, performance
  • Company Database - Central CRM with all deals & activity
  • Communication Log - Calls, emails + follow-up reminder
  • Meetings Tracker - Demos, outcomes, next steps
  • Proposals - Track status, value, and results
  • Sales Tracker - Closed deals + payment status
  • Proposal Template - Auto-filled, ready to send
  • Invoice Template - Auto-calculated, export to PDF
  • Custom dropdowns & automation rules


KEY FEATURES

100% formula-based (no macros/VBA)

Auto follow-ups & pipeline tracking

One-time + recurring revenue tracking

Rep performance tracking

Unlimited rows

Built-in instructions


WHO ITS FOR

Freelancers, sales teams, startups, and business owners who want a simple, powerful CRM without monthly fees.


GET STARTED

  • Add companies
  • Start tracking activity


Dashboard updates automatically no setup needed!


HOW IT WORKS

  • One-time purchase
  • Instant Google Sheets or Excel link

Programming language:

Other

Technology:

Excel

•

Google Sheets

Analysis type:

Quantitative analysis

•

Statistical analysis

Expertise:

Alerts

•

Business Insights

•

Trends

•

Math

•

Statistics

Tools:

Other

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