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English
$
USD
I will build a sales pipeline CRM in excel or google sheets
Excel Google Sheets Specialist Trackers, Reports Automation
Hi, I’m Teni, an Excel and Google Sheets specialist helping businesses turn messy data into organized, easy to use spreadsheets. I create custom trackers, dashboards, CRM systems, sales reports, payro...
About this Gig
Need a simple and organized way to manage leads, prospects, deals, and follow ups? I will build a customized sales pipeline CRM in Excel or Google Sheets to help you organize your sales process and keep track of every opportunity.
My services include:
- Sales pipeline CRM setup
- Lead and prospect tracking
- Customer and contact database
- Deal and sales stage tracking
- Follow up and activity tracking
- Deal value and sales status
- Lead source tracking
- Automatic calculations and summaries
- Filters, dropdowns, and easy navigation
- Custom Excel or Google Sheets setup
I will create a clean, easy to use CRM tailored to your workflow, whether you manage a small business, sales team, or growing customer base.
Place your order today and get a sales CRM built around your business needs.
Technology:
Excel
•
Google Sheets
FAQ
What do you need to get started?
I need your sales process, lead information, pipeline stages, fields you want to track, and any specific CRM requirements.
Can you build the CRM in Google Sheets?
Yes. I can build your sales pipeline CRM in either Excel or Google Sheets, depending on your preference.
What can the CRM track?
It can track leads, contacts, deal values, sales stages, lead sources, follow ups, activities, statuses, and expected sales.
Can you add automatic calculations?
Yes. I can add formulas for totals, deal values, sales summaries, conversion rates, and other calculations you need.
Can you customize the pipeline stages?
Yes. I can customize the stages to match your exact sales process, such as New Lead, Contacted, Qualified, Proposal, Negotiation, and Closed.
Can you add filters and dropdown menus?
Yes. I can add dropdowns, filters, conditional formatting, and organized sections to make the CRM easy to manage.
Can you create a CRM dashboard?
Yes. A dashboard with sales KPIs, pipeline summaries, and charts can be included in the Standard or Premium package.
