Google Sheets Mini CRM – Build a Clean, Resellable Product

**Project Overview**
We are looking for an experienced and detail-oriented freelancer to build a **Google Sheets-based Mini CRM system** under our brand **HABEORA™**.

This is a **commercial digital product**, so the final system must be **professional, user-friendly, and ready for resale to end customers**. Clean design, smooth workflow, and reliability are critical.

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### **Scope of Work**

#### **1. Google Sheets CRM System**

* Lead capture sheet (Name, Phone, Email, Source, Status, Notes)
* Structured and scalable data layout
* Data validation (dropdowns for status, source, etc.)

#### **2. Follow-up & Pipeline Tracker**

* Lead stages: New / Contacted / Closed / Lost
* Follow-up date tracking
* Visual indicators for overdue and upcoming follow-ups

#### **3. Dashboard**

* Total number of leads
* Conversion rate
* Pending follow-ups
* Simple, clean visual summary (charts optional but preferred)

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### **4. Automation (Simple & Efficient)**

* Use formulas and/or Google Apps Script
* Lightweight reminder system (no external APIs required)
* Focus on stability and ease of use (avoid overengineering)

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### **5. User Experience & Design**

* Clean, minimal, professional layout
* Easy for non-technical users
* Use of:

* Dropdowns
* Filters
* Conditional formatting
* Proper labeling and logical structure

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### **Deliverables**

* Fully functional and polished Google Sheet (final version)
* PDF User Guide (clear instructions for end users)
* Demo video (2–5 minutes explaining the system)
* WhatsApp templates for lead communication (PDF or document)

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### **Legal & Ownership Terms (Strict)**

* This product is developed under **HABEORA™**
* **Full ownership and commercial rights** belong exclusively to HABEORA™
* Freelancer **cannot resell, reuse, distribute, or replicate** this system (fully or partially)
* Freelancer **cannot claim ownership or use in portfolio** without explicit permission
* Final delivery must be complete and ready for resale

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### **Requirements**

* Proven experience with Google Sheets automation
* Ability to deliver a complete, polished product (not just a raw sheet)
* Strong attention to detail and UX
* Clear communication and timely updates

We are looking for someone reliable who can deliver quality—not just functionality.

Looking forward to working together.