I will organize your customers and sales in one simple system with ai


About this gig
Do you keep track of your customers and leads on paper, in WhatsApp chats, or just in your head? It's easy to lose track of who to follow up with, and that means lost sales.
I build you a simple, easy-to-use system (powered by AI) that keeps all your customers, leads and sales organized in one place, with automatic reminders so you never forget a follow-up again.
No complicated software. No monthly subscriptions. No learning curve, if you can use a spreadsheet, you can use this.
What you get:
- One simple place to see all your customers and where they stand (interested, in talks, closed)
- Automatic reminders for follow-ups so nothing falls through the cracks
- A clear view of your sales, what's coming in, what's pending
- Set up and explained in plain language, ready to use from day one
- Or any other repetitive task quietly eating into your time
Perfect for small business owners, freelancers, real estate agents, or anyone who sells directly to customers and is tired of losing track of leads.
Message me with how you currently track your customers, and I'll show you exactly how I'd simplify it for you.
Get to know Juan Josè
I automate the boring work in Excel, Google Sheets, invoices and email
- FromItaly
- Member sinceJul 2025
- Last delivery1 month
Languages
English, Spanish, Italian
My Portfolio
FAQ
Do I need any coding knowledge to use this?
No coding needed at all! It's built entirely in Google Sheets with a user-friendly interface. I'll also provide a short guide to help you get started.
Can I customize the system after delivery?
Yes! Since it's built in Google Sheets, you have full access to customize it. I'll also be available for revisions and future updates if needed.
How many users can access it?
There's no user limit! Google Sheets allows sharing with your whole team. The Premium plan includes multi-team support with separate views and permissions.

