You will get CRM Setup & Client Tracking System in Google Sheets
Project details
I will build a clean, organized, and fully customized CRM system tailored to your workflow.
Whether you need to track clients, leads, follow-ups, or projects, I create a structure that is simple to use, visually clear, and optimized for your daily operations.
This CRM is built in Google Sheets, making it easy to access, share, and update — even if you’re not tech‑savvy.
If you prefer a different tool, I can adapt the structure to your platform of choice.
You’ll receive a professional, ready‑to‑use system that helps you stay organized, save time, and manage your clients with confidence.
Whether you need to track clients, leads, follow-ups, or projects, I create a structure that is simple to use, visually clear, and optimized for your daily operations.
This CRM is built in Google Sheets, making it easy to access, share, and update — even if you’re not tech‑savvy.
If you prefer a different tool, I can adapt the structure to your platform of choice.
You’ll receive a professional, ready‑to‑use system that helps you stay organized, save time, and manage your clients with confidence.
Data Entry Type
Data Cleansing, Document Conversion, Error Detection, Online Research, Word ProcessingData Entry Tool
Google Docs, Google Sheets, Microsoft ExcelWhat's included
| Service Tiers |
Starter
$25
|
Standard
$55
|
Advanced
$95
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 4 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 1 | 2 | 3 |
Formatting & Clean Up | - | - | - |
Graph & Table Creation | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$20 - $30
Additional Revision
+$10
Additional Hour of Work
+$15
Formatting & Clean Up
(+ 1 Day)
+$10
Graph & Table Creation
(+ 1 Day)
+$20
Import Existing Data
(+ 1 Day)
+$15
Expand CRM to +50 Clients
(+ 1 Day)
+$20
Custom Dashboard (Google Sheets)
(+ 1 Day)
+$25Frequently asked questions
About Annalisa
Executive & Administrative Assistant | Travel, Operations & Workflow
Monsummano Terme, Italy - 3:38 am local time
My work blends precision, clarity, and thoughtful organization — from inbox and calendar management to documentation, SOPs, and business travel planning.
I specialize in:
Executive & administrative support
Inbox, calendar, and communication management
Business travel planning and coordination
Process documentation, SOPs, and workflow optimization
Data, documents, and digital organization
My approach is steady, proactive, and detail‑driven. I focus on creating order, reducing friction, and giving my clients the mental space to lead, decide, and grow. I adapt to each team’s rhythm, maintain confidentiality, and communicate with clarity and intention.
I’m open to:
Long‑term operational support
Executive assistance with defined scopes
Travel planning and structured admin systems
Short‑term projects that require precision and organization
You can view selected case studies in my portfolio, including travel itineraries, inbox optimization, and workflow cleanup.
If you’re looking for calm, structured, and dependable support, I’d be happy to help.
Steps for completing your project
After purchasing the project, send requirements so Annalisa can start the project.
Delivery time starts when Annalisa receives requirements from you.
Annalisa works on your project following the steps below.
Revisions may occur after the delivery date.
Review client information
I review your data, understand your workflow, and confirm the CRM structure before starting.
Build your custom CRM in Google Sheets
I create your CRM with organized fields, clean formatting, and a clear workflow tailored to your needs.