Browse categories
Explore
Fiverr Pro
English
$
USD
I will provide a ready made CRM template in google sheets
Google Sheets and Apps Script Automation, Slack and Power Apps Workflows
I build simple internal tools and automations for small businesses using Google Sheets, Apps Script, Slack, Google Forms, Power Apps, and Power Automate.
I help teams turn messy spreadsheets, emails,...
About this Gig
Stop losing leads and follow-ups in messy spreadsheets without paying for expensive CRM software.
Most small businesses don't need a costly platform like Salesforce or HubSpot. They need a simple, reliable way to track leads, follow-ups, and sales in one place. That's exactly what this CRM delivers.
Built entirely in Google Sheets, it's a complete, ready-to-use Small Business CRM for sales teams, agencies, freelancers, and founders who want to stay on top of their pipeline without the learning curve or monthly fees.
What it does for you:
- Track every lead, deal value, status, source, and assigned rep in one workspace
- Add leads through a simple one-click form no messy data entry
- Automatically highlights overdue follow-ups in red
- Send follow-up emails with one click
- Live dashboard: pipeline value, win rate, won/lost deals, and more
- Convert a won deal into a customer with one click
- Protected formulas, so it won't break when your team uses it
Why Google Sheets? Nothing to install, no subscription, works on any device.
What you get: Your own private copy that you fully own, plus a step-by-step setup guide. No coding required.
Have questions? Message me before ordering.
Type:
Convert data
•
Insert data
•
Merge data
•
Data collection
•
Encoding
FAQ
Do I need any technical or coding skills to use this?
Not at all. The CRM is ready to use out of the box, and a simple setup guide is included. If you can use a spreadsheet, you can use this.
Is this a monthly subscription?
No. This is a one-time purchase. You receive your own private copy and own it permanently — there are no recurring fees.
Can I add my own sales reps, lead sources, and deal stages?
Yes. Everything is fully editable. My Standard and Premium packages also include me setting these up for you and branding the CRM to your business.
Will it work on my phone?
Yes, through the free Google Sheets app. For the best experience, especially when using the dashboard and forms, a computer is recommended.
Can you customize the CRM for my business?
Absolutely. My higher-tier packages include personalization, and I'm happy to discuss additional custom work — just send me a message.
What do you need from me to get started?
Simply your Google account email so I can share your copy, plus your list of sales reps and lead sources if you'd like me to set those up for you.
