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Fiverr Pro
English
$
USD
I will sell CRM spreadsheet clients and sales tracker google sheets or excel
Helping businesses grow with clear, actionable data analysis!
Hi, I'm Lukas, a Business, Finance, and Data Analyst with over 10 years of experience helping businesses turn numbers into real growth. I make data simple, clear, and powerful, so you can make smarter...
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
Expertise:
Alerts
•
Business Insights
•
Trends
•
Math
•
Statistics
Tools:
Other
