I will build a custom google sheets CRM and lead tracker

China

I speak Chinese, English

AI spokesperson videos and short video ads

I create AI spokesperson videos and short video ads for brands, products, apps, courses, websites, and social media. I can help turn your idea into a clean AI video with a realistic avatar, English v...
About this Gig

Do you need a simple way to track leads, clients, orders, or follow-ups in Google Sheets?

I will build a clean, easy-to-use Google Sheets CRM or tracker tailored to your workflow. It is a practical option for small businesses that need an organized system without complex CRM software.

You can use it to manage:

  • Leads and prospects
  • Clients and contacts
  • Orders or requests
  • Follow-up dates
  • Status updates
  • Deal values
  • Notes and next steps

Depending on your package, your tracker can include:

  • Custom columns and layout
  • Status and priority dropdowns
  • Filters and color coding
  • Up to 2, 5, or 10 simple formulas
  • A simple summary dashboard
  • A short usage guide

This service is suitable for small businesses, freelancers, service providers, and small teams.

Important:

This Gig covers spreadsheet setup only. It does not include VBA, macros, Google Apps Script, API integrations, external software connections, or advanced automation. Sales, leads, revenue, ROI, and other business results are not guaranteed.

Please message me before ordering if you are unsure which package fits your needs.

Platform:

Excel

Google Sheets

Development technology:

Excel

Expertise:

Formatting

Formulas

Functions

Dashboard

Data validation

My Portfolio