You will get Google Sheets CRM Lead Tracker for your business
Project details
I will create a simple and organized Google Sheets CRM Lead Tracker to help you manage leads, track follow-ups, update lead status, and keep customer information easy to find.
This project is ideal for small businesses, founders, agencies, clinics, contractors, e-commerce stores, and service providers that need a clear system to organize leads before using a full CRM platform.
Your tracker can include contact details, lead source, campaign, status, last contact date, next follow-up date, priority, notes, and a basic dashboard depending on the package selected.
I focus on clean formatting, easy-to-use structure, and practical organization so you can follow up with leads and avoid losing potential customers.
This project is ideal for small businesses, founders, agencies, clinics, contractors, e-commerce stores, and service providers that need a clear system to organize leads before using a full CRM platform.
Your tracker can include contact details, lead source, campaign, status, last contact date, next follow-up date, priority, notes, and a basic dashboard depending on the package selected.
I focus on clean formatting, easy-to-use structure, and practical organization so you can follow up with leads and avoid losing potential customers.
Data Entry Type
Copy Paste, Data Cleansing, Error DetectionData Entry Tool
CRM Software, Google Docs, Google Sheets, Microsoft ExcelWhat's included
| Service Tiers |
Starter
$45
|
Standard
$95
|
Advanced
$175
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 2 | 4 | 7 |
Formatting & Clean Up | |||
Graph & Table Creation | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$10
Additional Hour of Work
+$20
Graph & Table Creation
(+ 1 Day)
+$35
Formating & clean up
(+ 2 Days)
+$25Frequently asked questions
About Daniela
Bilingual CRM & Operations Assistant | Spanish-English | Data Cleanup
Santiago, Chile - 8:59 pm local time
My experience is mainly in marketing coordination, CRM campaigns, email/SMS communication, customer follow-up, data cleanup, and admin support. I’m comfortable working with tools like Excel, Google Sheets, HubSpot, Mailchimp, Shopify, Canva, and Google Workspace.
I can help with:
• Organizing and updating CRM records
• Cleaning contact lists and removing duplicates
• Following up with leads or customers
• Managing inboxes, forms, and customer requests
• Preparing simple reports in Excel or Google Sheets
• Supporting email, SMS, or WhatsApp campaigns
• Coordinating tasks and keeping projects organized
I’m reliable, detail-oriented, and easy to work with. I’m especially helpful for founders, service businesses, agencies, clinics, e-commerce stores, and teams that need someone organized to manage leads, customers, and daily operations.
Steps for completing your project
After purchasing the project, send requirements so Daniela can start the project.
Delivery time starts when Daniela receives requirements from you.
Daniela works on your project following the steps below.
Revisions may occur after the delivery date.
Review requirements
I will review your business needs, requested columns, lead statuses, and any sample files you provide.
Create tracker structure
I will build the Google Sheets tracker with the agreed fields, formatting, status options, and follow-up sections.