You will get a clear and organized Excel CRM lead tracking system
Project details
Create a simple and organized CRM lead tracking system in Excel or Google Sheets to help you manage, track, and monitor your sales leads efficiently.
Database Type
MS AccessWhat's included
| Service Tiers |
Starter
$20
|
Standard
$45
|
Advanced
$80
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 4 days |
Number of Revisions | 2 | 3 | 5 |
Source Code | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$5Frequently asked questions
About Velly
Data & Operations Analyst | Excel, Google Sheets, CRM
Jakarta, Indonesia - 3:02 pm local time
I’m ready to assist startups, e-commerce brands, and AI/data teams with data analysis, workflow optimization, and reporting, always delivered with accuracy, efficiency, and a problem-solving mindset.
🔧 Here’s how I can help you:
📊 Data Analysis & Reporting (Excel, Google Sheets, or business intelligence tools) – I can help organize and summarize your data for easy insights
📋 Data Management & Cleaning – keeping your data accurate and well-structured
🏷 Data Categorization, Tagging & Annotation – labeling and organizing data for better use
🔍 Research & Data Collection for Insights – gathering information to support decisions
🛍 CRM & Operations Support – helping you manage customer and operational data efficiently
📈 Process Optimization & Workflow Improvement – suggesting simple ways to streamline tasks
💡 Why work with me?
✔️ Strong analytical skills & attention to detail
✔️ Quick learner for new tools and data platforms
✔️ Clear communication & reliable project delivery
✔️ 100% confidentiality of your data
✔️ Flexible support for short-term or long-term projects
I understand how important structured, accurate, and actionable data is — whether it’s for business reporting, AI projects, or operational efficiency. My goal is simple: deliver precise results and insights you can trust.
📩 Let’s talk about your project — I’m ready to help!
Steps for completing your project
After purchasing the project, send requirements so Velly can start the project.
Delivery time starts when Velly receives requirements from you.
Velly works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1 - Requirements Review
I review your needs and understand the structure of your CRM tracker.
Step 2 - Tracker Setup
I create the Excel CRM lead tracker with required fields and structure.