I will build professional google sheets crm with automation


About this gig
Keep your clients, leads, jobs, and payments organized with a Google Sheets CRM tailored to your business.
I build practical business systems with clear layouts, connected records, and dashboards that help you see what needs attention.
Depending on your package, your CRM can include:
Client records and lead tracking
Sales stages and follow-up dates
Quotes and job tracking
Recurring job management
Payment balances and expense tracking
KPI dashboards and charts
PDF estimates or invoices
Google Apps Script automation
Basic customizes my existing CRM framework. Standard offers a tailored workflow with up to 6 tabs. Premium expands to up to 12 tabs and includes up to 2 agreed script automations plus a recorded walkthrough.
Each package includes business name and color customization, an editable Google Sheets workbook, and setup instructions.
Please message me before ordering to confirm your requirements. Data migration, external integrations, and additional features are quoted separately.
Get to know Shawn S.
Lead Systems Architect at Black Cypress Press
- FromUnited States
- Member sinceJun 2025
Languages
English

