Google Sheets CRM Automation
Budget: ₹600 – ₹1,500 INR
I want to turn a simple Google Sheet into a mini-CRM focused purely on sales tracking. The flow should be effortless: whenever I choose a status option (for example, “Contacted”, “Quote Sent”, “Won”, etc.) the sheet must automatically stamp the current date in a dedicated column so I can see exactly when each deal moved forward.
Core needs
• A clean, well-structured sheet (or set of sheets) to record deals, values, and stages.
• An Apps Script or similar no-code solution that listens for my dropdown selection and inserts today’s date in the correct cell without asking for additional input.
• Basic dashboards or formulas that total and filter sales figures so I can quickly review performance.
Nice-to-have (but not required right now) features such as lead tracking or full pipeline visualisation can wait; for this engagement I’m focused on nailing the sales-tracking workflow and automated date stamping.
Please build the sheet, wire up the automation, and provide a quick set of notes so I can tweak status names or add new stages later.
Core needs
• A clean, well-structured sheet (or set of sheets) to record deals, values, and stages.
• An Apps Script or similar no-code solution that listens for my dropdown selection and inserts today’s date in the correct cell without asking for additional input.
• Basic dashboards or formulas that total and filter sales figures so I can quickly review performance.
Nice-to-have (but not required right now) features such as lead tracking or full pipeline visualisation can wait; for this engagement I’m focused on nailing the sales-tracking workflow and automated date stamping.
Please build the sheet, wire up the automation, and provide a quick set of notes so I can tweak status names or add new stages later.
Related categories:
PHP
JavaScript
Excel
Software Architecture
CRM
Google Sheets
Automation
Data Management