Build a Google Sheet CRM with Lead Allocation & RM Tracking -- 2
Budget: ₹600 – ₹1,500 INR
Description:
I run a real estate brokering firm and need a Google Sheet-based CRM to manage Bulk leads.
The system should allow me to allocate daily leads to Relationship Managers (RMs) and track follow-ups.
Scope of Work:
Master Database Setup
Columns: Lead ID, Customer Name, Phone No, Source, Assigned RM, Date Assigned, Status, Feedback/Remarks, Follow-up Date, Final Status, Allocated (Yes/No).
Dropdown list in Status column (Connected, Not Connected, Interested, Long Prospect, Call Later, Follow-up, Not Interested, Invalid, Wrong Number, Switch Off, Do Not Disturb).
RM Sheets
Separate sheets for RMs: Sadaf, Rehan, Zafar, Prachi, Anique, Godrej, UKE.
Each RM sheet should auto-pull only their assigned leads.
Daily Allocation
Easy way to assign 150 fresh leads daily per RM from the master sheet.
Auto-update RM sheets once leads are assigned.
Dashboard
Summary view for management:
Leads assigned per RM per day
Connected vs Not Connected %
Interested leads
and all dropdown
I run a real estate brokering firm and need a Google Sheet-based CRM to manage Bulk leads.
The system should allow me to allocate daily leads to Relationship Managers (RMs) and track follow-ups.
Scope of Work:
Master Database Setup
Columns: Lead ID, Customer Name, Phone No, Source, Assigned RM, Date Assigned, Status, Feedback/Remarks, Follow-up Date, Final Status, Allocated (Yes/No).
Dropdown list in Status column (Connected, Not Connected, Interested, Long Prospect, Call Later, Follow-up, Not Interested, Invalid, Wrong Number, Switch Off, Do Not Disturb).
RM Sheets
Separate sheets for RMs: Sadaf, Rehan, Zafar, Prachi, Anique, Godrej, UKE.
Each RM sheet should auto-pull only their assigned leads.
Daily Allocation
Easy way to assign 150 fresh leads daily per RM from the master sheet.
Auto-update RM sheets once leads are assigned.
Dashboard
Summary view for management:
Leads assigned per RM per day
Connected vs Not Connected %
Interested leads
and all dropdown
Related categories:
Excel
CRM
Leads
Real Estate
Sales Management
Data Visualization
Data Analysis
Google Sheets
Database Design
Data Management