Custom Google Sheets CRM & Prospecting Dashboard
Budget: £18 – £36 GBP
Overview:
I am building a custom Google Sheets solution to manage my business pipeline of customers and prospects. This will be a large-scale sheet with thousands (potentially tens of thousands) of records, spread across multiple tabs. I need a developer who can transform my current basic sheet into a robust, automated, and intelligent system with dashboards, automation, and AI integrations.
Key Features Required:
Data Structure & Automation
Linked data across multiple tabs/sheets (update in one place reflects everywhere).
Deduplication, validation, and error-checking features.
Custom buttons or menu items to trigger workflows (e.g., update records, send email, change status).
Dashboard & Visualization
Central dashboard with snapshot KPIs (pipeline health, conversion rates, etc.).
Charts/visuals for growth trends and funnel stages.
Quick search/filtering to find contacts fast.
Integrations
Email Integration: send templated emails via Gmail API.
Prospecting Tools: integrate APIs to enrich contacts (LinkedIn, email finders).
Optional: CRM or Google Workspace integrations.
AI Features
AI for auto-cleaning data, deduplication, and enrichment.
AI suggestions for follow-ups, summaries of contact/company info.
Optional: OpenAI API integration.
Scalability & Collaboration
Must handle large datasets (tens of thousands of rows).
Optimized for speed and reliability.
Collaboration-friendly with access controls.
Deliverables:
A fully functional Google Sheets system with the above features.
Clear documentation/user guide.
(Optional) Ongoing support for updates.
Preferred Freelancer Profile:
Proficient in Google Apps Script, formulas, macros.
Strong skills in data visualization and dashboards.
Experience with API integrations (Gmail, LinkedIn, data enrichment).
Knowledge of AI integration (e.g., OpenAI APIs).
Comfortable with large-scale datasets.
Fluent in English (written and spoken).
Preference for UK or US-based freelancers for easier collaboration.
I am building a custom Google Sheets solution to manage my business pipeline of customers and prospects. This will be a large-scale sheet with thousands (potentially tens of thousands) of records, spread across multiple tabs. I need a developer who can transform my current basic sheet into a robust, automated, and intelligent system with dashboards, automation, and AI integrations.
Key Features Required:
Data Structure & Automation
Linked data across multiple tabs/sheets (update in one place reflects everywhere).
Deduplication, validation, and error-checking features.
Custom buttons or menu items to trigger workflows (e.g., update records, send email, change status).
Dashboard & Visualization
Central dashboard with snapshot KPIs (pipeline health, conversion rates, etc.).
Charts/visuals for growth trends and funnel stages.
Quick search/filtering to find contacts fast.
Integrations
Email Integration: send templated emails via Gmail API.
Prospecting Tools: integrate APIs to enrich contacts (LinkedIn, email finders).
Optional: CRM or Google Workspace integrations.
AI Features
AI for auto-cleaning data, deduplication, and enrichment.
AI suggestions for follow-ups, summaries of contact/company info.
Optional: OpenAI API integration.
Scalability & Collaboration
Must handle large datasets (tens of thousands of rows).
Optimized for speed and reliability.
Collaboration-friendly with access controls.
Deliverables:
A fully functional Google Sheets system with the above features.
Clear documentation/user guide.
(Optional) Ongoing support for updates.
Preferred Freelancer Profile:
Proficient in Google Apps Script, formulas, macros.
Strong skills in data visualization and dashboards.
Experience with API integrations (Gmail, LinkedIn, data enrichment).
Knowledge of AI integration (e.g., OpenAI APIs).
Comfortable with large-scale datasets.
Fluent in English (written and spoken).
Preference for UK or US-based freelancers for easier collaboration.
Related categories:
PHP
JavaScript
Excel
Google Analytics
Data Visualization
Data Analysis
Google Sheets
Automation