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English
$
USD
I will build a google sheets CRM and lead tracker automation
I automate repetitive processes so you can focus on what matters
Need to organize leads from forms, ads, or email? I will build a custom Google Sheets CRM and lead tracker automation using Apps Script to manage your sales without expensive software.
What I can bui...
About this Gig
Do you receive leads from forms, websites, ads, or email and need an easy way to organize them? I can build a custom Google Sheets CRM and lead tracker automation to manage your clients without expensive software.
Using Google Apps Script, I build custom CRM systems that capture new leads, organize data automatically, send email notifications, and update a sales dashboard in real-time.
What I can build for your business:
- Google Sheets Mini CRM & lead tracker spreadsheet
- Google Form lead capture integration
- Automatic lead status & priority calculation
- Follow-up date automation & email reminders
- Automated confirmation emails to new leads
- Internal email alerts for your sales team
- Custom business dashboard with key metrics
How it works: A lead submits a form, data is saved into your spreadsheet CRM, an email confirmation is sent, a follow-up is scheduled, and the dashboard updates instantly.
Perfect for coaches, agencies, real estate, and local businesses.
Please message me before ordering with a short description of your current process. I will review your workflow and suggest the best automation solution!
Technology:
Apache Kafka
•
Excel
•
Google Sheets
•
Python
•
SAS
•
Zapier
FAQ
Can you create a CRM in Google Sheets?
Yes. I can create a custom Mini CRM in Google Sheets with lead details, statuses, follow-up dates, notes, priorities and dashboard summaries.
Can leads come from a Google Form?
Yes. I can create or connect a Google Form so new leads are automatically saved into your Google Sheets CRM.
Can the system send automatic emails to leads?
Yes. I can create an automated confirmation email that is sent to new leads after they submit a form.
Can I receive notifications when a new lead arrives?
Yes. I can create internal email notifications so you or your team receive an alert when a new lead is added.
Can you add follow-up reminders?
Yes. I can add follow-up dates and automated reminder emails for leads that need attention.
Can this replace an expensive CRM?
For simple lead tracking and follow-up workflows, yes. A Google Sheets Mini CRM is a lightweight and affordable option for small businesses. For complex sales teams or advanced CRM features, dedicated CRM software may be better.
Should I contact you before ordering?
Yes, please message me before ordering so I can understand your lead management process and recommend the best package.
