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Fiverr Pro
English
$
USD
I will create a google sheets lead and customer follow up tracker
About this Gig
I will create a practical custom Google Sheets customer lead and follow-up tracker for your small business.
Your tracker can include:
- Up to 10 data fields
- Customer and lead information tracking
- Status dropdown menus and data validation
- Follow-up dates
- Automatic overdue highlighting using conditional formatting
- Up to 2 formula-based features
- Basic instructions for using the tracker
You will receive one editable Google Sheet and one revision, delivered within 5 days. This gig is for one focused tracker, not a full CRM.
My gallery example, "Client Lead Tracker & Follow-Up Dashboard," is a demonstration portfolio project created to show the type of system I can build. It is not paid client work.
Not included: Google Apps Script, macros, Google Forms, custom buttons, scripting, advanced automation, or external integrations. Please contact me before ordering if you are unsure whether your needs fit this package.
Technology:
Google Sheets
Industry:
Services
•
Business
Data type:
Numeric
•
String
•
Date
•
Phone
•
Free text
FAQ
What information do you need from me?
Please share the tracker's purpose, the fields and statuses you need, your normal follow-up process, and any preferred colors or layout. Sample data is helpful, but remove sensitive information.
Can you connect the tracker to other apps or data sources?
No. External integrations are not included in this gig. I currently provide self-contained Google Sheets trackers using formulas, dropdowns, and conditional formatting.
Do you build a full CRM or advanced Apps Script system?
No. This gig is for a focused, formula-based tracker. I do not currently offer Apps Script, macros, Google Forms, custom buttons, scripting, advanced automation, user portals, or full CRM development.
Will I be able to edit the tracker after delivery?
Yes. You will receive an editable Google Sheet. I will organize the formulas, dropdowns, and conditional formatting for normal day-to-day use. Basic instructions are included.
