Google Sheets-based Mini CRM system

We are seeking an experienced freelancer to create a Google Sheets-based Mini CRM system under our brand, XXX. This is a commercial digital product, and all rights will be owned exclusively by XXX. The system should be professional, simple, and ready for resale to end customers.

Scope of Work

1. Google Sheets CRM System

Lead capture sheet with fields: Name, Phone, Email, Source, Status, Notes Follow-up tracker with stages: New / Contacted / Closed / Lost Date-based follow-up reminders Basic dashboard displaying: Total Leads, Conversions, Pending Follow-ups

1. Automation

Use formulas and/or Google Apps Script Simple reminder system (no complex APIs required) Clean, efficient logic

1. User-Friendly Design

Clean layout and formatting Dropdowns, filters, and color coding Easy to use for non-technical users Deliverables Fully functional Google Sheet (final version) PDF User Guide Demo video (2–5 minutes) WhatsApp templates (PDF or document) Legal & Ownership Terms Developed under XXX brand Full ownership and commercial rights belong to XXX Freelancer cannot resell, reuse, distribute, or share this system (in full or partially) Freelancer cannot claim ownership or portfolio rights without explicit permission Final delivery must be complete and commercially ready Requirements Proven experience with Google Sheets and automation Ability to deliver a polished, complete product Clear communication and timely updates To Apply, Please Share: Examples of similar Google Sheets / automation work Confirmation of timeline (1–2 days) Agreement to all terms listed above

Note: Successful completion may lead to long-term collaboration. We look forward to working with a reliable professional. Budget: AUD 10–30 Skills: PHP, JavaScript, Software Architecture, CRM, MySQL, Google Sheets, Automation, Data Management