You will get a custom Google Sheets CRM, lead tracker, or follow-up dashboard
Project details
You will get a clean Google Sheets CRM, lead tracker, client tracker, order tracker, or follow-up tracker for your small business.
This project is for clients who want a lightweight spreadsheet system instead of a complex CRM. I can help organize leads, clients, orders, follow-ups, status updates, and basic deal information in a clear Google Sheets layout.
Depending on your package, I can include custom columns, status dropdowns, priority dropdowns, color coding, filters, basic formulas, follow-up date fields, a simple dashboard, and a short usage guide.
Common use cases include lead tracking, client tracking, order tracking, follow-up tracking, sales pipeline tracking, and service request tracking.
This project does not include lead generation, sales results, revenue results, ROI results, or complex CRM software development. It is a practical Google Sheets setup service designed to make your information easier to manage.
This project is for clients who want a lightweight spreadsheet system instead of a complex CRM. I can help organize leads, clients, orders, follow-ups, status updates, and basic deal information in a clear Google Sheets layout.
Depending on your package, I can include custom columns, status dropdowns, priority dropdowns, color coding, filters, basic formulas, follow-up date fields, a simple dashboard, and a short usage guide.
Common use cases include lead tracking, client tracking, order tracking, follow-up tracking, sales pipeline tracking, and service request tracking.
This project does not include lead generation, sales results, revenue results, ROI results, or complex CRM software development. It is a practical Google Sheets setup service designed to make your information easier to manage.
Data Entry Type
Copy Paste, Data CleansingData Entry Tool
CRM Software, Google Sheets, Microsoft ExcelWhat's included
| Service Tiers |
Starter
$25
|
Standard
$60
|
Advanced
$120
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 1 | 2 | 4 |
Formatting & Clean Up | |||
Graph & Table Creation | - |
About Yu
Google Sheets & Workflow Automation | Apps Script, CRM, Dashboards
Huanggang, China - 2:54 pm local time
I can build or repair Google Sheets CRMs, lead trackers, follow-up queues, status and owner controls, conditional formatting, formulas, basic dashboards, Google Forms-to-Sheets workflows, Apps Script email notifications, and Excel or CSV cleanup.
I first review the current sheet and the way the work is handled now. I then keep the build limited to the fields, formulas, reminders, and views that are actually needed. Before handover, I test the workflow with sample rows, check formula edge cases, and provide short usage notes so the file can be maintained without guesswork.
This profile is best suited to clear, limited spreadsheet and workflow tasks. For a larger multi-system project, I prefer to start with one paid module, such as a sheet audit, formula repair, one notification path, or one dashboard.
Steps for completing your project
After purchasing the project, send requirements so Yu can start the project.
Delivery time starts when Yu receives requirements from you.
Yu works on your project following the steps below.
Revisions may occur after the delivery date.
Review your needs
I will review your tracking goals, columns, status options, and any sample sheet you provide.
Build the tracker
I will create the Google Sheets tracker with the agreed columns, formatting, dropdowns, and package features.