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Excel / Google Sheets Automation – Freelance Requirement We are looking for a freelancer to help us set up a simple lead management system in Excel or Google Sheets. Scope of work: Create multiple sheets for lead tracking: Raw Leads After Calling Interested Visits / Inspection Closure Leads should be moved between sheets based on status (manual or formula-based). Basic automation using simple formulas / filters (no heavy coding required). Clear structure so non-technical staff can use it easily. Separate tracking for Tenant leads and Owner leads. Requirements: Experience with Excel or Google Sheets automation. Ability to keep the system simple and error-free. Should explain how the system works after setup. Available for small fixes after delivery. Deliverables: Ready-to-use Excel / Google Sheet file. Brief explanation or walkthrough. 1–2 minor revisions if required. Please share: Similar work done (screenshots or explanation). Tool preference (Excel or Google Sheets). Estimated time & cost. This is a small, short-term freelance project with potential for future work.
ID do Projeto: 40157703
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25 freelancers estão ofertando em média ₹21.636 INR for esse trabalho

As an experienced, 7-year Full Stack developer, I am confident that I have the skills and knowledge needed to create a highly efficient and user-friendly lead management system in Excel or Google Sheets, tailored specifically for your business. My expertise in Data Analysis, Data Entry, and Visual Basic enables me to automate tasks with simple formulas, leaving no room for errors. Moreover, in line with your requirement of providing a clear structure that can be understood and utilized by your non-technical staff, I'll ensure that the system is not just functional, but also easily navigable. I have assisted several businesses in building similar systems, notably with my work with MetLife GOSC, DXC technologies, and Elite Services. Above all else, my commitment to client satisfaction aligns perfectly with your expectation for post-delivery support. I guarantee to be available for minor revisions or any troubleshooting you may need even after the project is completed. Let’s create an effortless lead management system together!
₹25.000 INR em 7 dias
8,6
8,6

I can create an effective lead management system in Google Sheets with proper automation. I'll set up: (1) Multiple tracking sheets for different lead statuses, (2) Automated formulas to move leads between sheets based on status, (3) Separate tracking for Tenant and Owner leads, (4) Easy-to-use structure for your non-technical staff, (5) Clear documentation and setup guide. The system will be simple, error-free, and scalable for future expansion.
₹22.000 INR em 7 dias
3,4
3,4

@SahyadriTech #SahyadriTech Completed Projects: 1. Hotel Booking Management & Tracking System (Excel + VBA Script) 2. Appsheet: ERP system for textile business 3. MNGL Gas Incident Tracker & Dashboard (Google Sheets + Google Data Studio) 4. Daily Expenses Tracker (Google Sheets) 5. Option Scalping Strategy Automation (Excel VBA) 6. Nifty50 Live Option Chain Dashboard (Google Sheets) 7. Binary Trading Sheet (Google Sheets) 8. Customer Data Cleaning & Sorting Tool (Excel VBA & Python) 9. Historical Stock Closing Price Analysis for 2,600 Stocks (Excel & Python) 10. Power Bi dashboard for F1 Car racing insights 11. GOLD Loan tracking in Google sheet and Google Data studio 12. Local Taxi Tracking System (Google Sheets + Google Data Studio) 13. Appsheet Milk Drivers wages and attendance system (Appsheet + Google sheet ) Key Highlights: 1. Pay only if satisfied with the work 2. Expert in Power BI, Excel, VBA Macros, Google Sheets, Google Apps Script, and Python 3. Experience in 3 American MNCs 4. Skilled in Data Analytics, Automation, and Visualization 5. Proficient in Statistical Analysis 6. Offer Long-Term Support for all projects 7. Quick Delivery with multiple revisions I can deliver any project related to Data Analytics, Automation, and Reporting with precision and reliability.
₹15.000 INR em 7 dias
3,2
3,2

I am a Professional in Data Entry, Data Extraction, Web Research, PDF, and excel with over 8 years of experience, therefore, I can do this job. Please chat and message to discuss the detail.
₹25.000 INR em 7 dias
0,0
0,0

I can create a simple and easy-to-use lead management system in Excel or Google Sheets with separate sheets for Raw Leads, After Calling, Interested, and Closure. Leads can be moved between stages using clean formulas, filters, and data validation, with separate tracking for Tenant and Owner leads. The structure will be user-friendly for non-technical staff, error-free, and well organized. I will provide a short walkthrough after delivery and support minor revisions if required.
₹12.500 INR em 7 dias
0,0
0,0

Hello there, I am excited to propose my expertise for your Excel / Google Sheets Automation project. I specialize in creating efficient lead management systems that are easy to use and error-free. With experience in automation and a focus on simplicity, I am confident in delivering a solution that meets your requirements. I look forward to discussing further details and showcasing my previous work in this area. Thank you for considering my proposal. Regards, anilptk
₹23.910 INR em 2 dias
0,0
0,0

Raw Leads After Calling Interested Visits / Inspection Closure Leads should be moved between sheets based on status (manual or formula-based). Basic automation using simple formulas / filters (no heavy coding required). Clear structure so non-technical staff can use it easily.
₹25.000 INR em 7 dias
0,0
0,0

Hello, I am an Excel & Google Sheets automation expert. I will create a simple, error-free lead management system with separate sheets for each status and easy movement of leads using formulas/filters. The system will be clear for non-technical users and include Tenant and Owner tracking. Deliverables: Ready-to-use sheet, brief walkthrough, 1–2 revisions. Fast delivery and support for small fixes included. Best regards, Rizwan
₹12.500 INR em 6 dias
0,0
0,0

Hi there, I’m good in excel for transforming the raw data into a structured form by analysing the data.
₹20.000 INR em 7 dias
0,0
0,0

Hello, I can create a simple and user-friendly lead management system in Excel or Google Sheets exactly as per your requirement. I will design: Separate sheets for Raw Leads, After Calling, Interested, Visits/Inspection & Closure Status-based movement of leads (formula/filter based, no heavy coding) Separate tracking for Tenant & Owner leads Clean structure so non-technical staff can use it easily I have good experience with Excel/Google Sheets automation, formulas, filters, and clean data structure. After delivery, I will also explain the complete workflow and support minor fixes if required. I can deliver a ready-to-use sheet with walkthrough within a short time. Looking forward to working with you. Thank you.
₹25.000 INR em 7 dias
0,0
0,0

I’d be happy to set up a clean, easy-to-use lead management system in Excel or Google Sheets exactly as you described — simple for non-technical users, structured, and error-free. --- What I will deliver I will create a multi-sheet lead tracker with: * Raw Leads * After Calling * Interested * Visits / Inspection * Closure Leads will move between sheets automatically based on status selection, using clean formulas and filters (no complex coding). Additional structure * Separate tracking for Tenant Leads and Owner Leads * Status dropdowns for easy updates * Automatic reflection of data across sheets * Clear headers and validation to avoid mistakes --- Automation Approach * Simple formulas (FILTER, QUERY / INDEX-MATCH depending on tool) * Data validation dropdowns * Conditional formatting for clarity * No scripts unless you specifically want them --- Tool Preference I’m comfortable with *both Excel and Google Sheets* --- Similar Work I’ve created similar CRM-style lead trackers, sales trackers, and task pipelines for small teams and startups. I can explain the structure clearly or share sample layouts if required. --- Timeline & Cost Estimated time: 7 Days Cost: Flexible — happy to discuss based on your budget. --- If selected, I’ll first confirm your exact fields and flow, then deliver a ready-to-use file quickly and cleanly. Looking forward to working with you. Best, Vanshika
₹12.500 INR em 7 dias
0,0
0,0

Iam a writer and job man so please apply me as a jober . Iam want some money for my life so please give me some money and apply as a jober
₹25.000 INR em 6 dias
0,0
0,0

Hello, I’m interested in helping you set up a simple and effective lead management system using Excel or Google Sheets, as described. How I will handle this project: Create separate sheets for,Raw Leads,After Callin,Interested,Visits / Inspection,Closure,Leads can be moved between sheets based on status using,Simple formulas (FILTER / QUERY / IF),Or clear manual steps (no complex automation),Separate tracking for,Tenant Leads,Owner Leads,Clean layout with dropdown status, filters, and clear headers so non-technical staff can use it easily,Error-free structure (no broken formulas when data grows) Automation approach: No heavy coding or scripts,Uses basic formulas & data validation,Easy to maintain and edit later After delivery: I will provide a simple walkthrough / explanation of how everything works,I’m available for 1–2 minor revisions and small fixes if needed Experience: Experienced in Excel & Google Sheets for, Lead tracking,Data organization,Simple automation for daily operations,Focused on clarity, simplicity, and usability Tool preference: ? Google Sheets (recommended for easy sharing & real-time updates) ? Can also deliver in Excel if you prefer Estimated delivery: Time: 1–2 days,Cost: Flexible & open to discussion (small short-term project) I’d be happy to start immediately and build a system that your team can use comfortably from day one. Looking forward to working with you. Best regards, Razmi Amelia
₹25.000 INR em 7 dias
0,0
0,0

Hello there, I am excited to propose my expertise for your Excel / Google Sheets Automation project. I specialize in creating efficient lead management systems that are easy to use and error-free. With experience in automation and a focus on simplicity, I am confident in delivering a solution that meets your requirements. I look forward to discussing further details and showcasing my previous work in this area. Thank you for considering my proposal.
₹25.000 INR em 4 dias
0,0
0,0

I have over 2 years of hands-on experience working as an Analyst, where I regularly design and manage structured Excel and Google Sheets–based tracking systems for operations, reporting, and decision-making. I understand the importance of keeping systems simple, reliable, and user-friendly, especially for non-technical teams. For this project, I will create a clear and well-organized lead management system with separate sheets for Raw Leads, After Calling, Interested, Visits/Inspection, and Closure, along with distinct tracking for Tenant and Owner leads. Leads can be moved between stages using simple status-based logic, filters, or formulas—without complex macros—so your team can operate it easily and confidently. I focus on clean structure, error-free formulas, and clear column definitions. After delivery, I will provide a short walkthrough explaining how the system works and how to update it. I am also available for minor fixes or refinements after delivery. I can work in both Excel and Google Sheets and can complete this efficiently within a short turnaround time.
₹25.000 INR em 10 dias
0,0
0,0

Hello, I would be happy to help you set up a simple, clean, and user-friendly lead management system in Excel or Google Sheets as per your requirements. I have strong experience in Excel/Google Sheets automation, including lead tracking, status-based movement, formulas, filters, and structured workflows that non-technical staff can use easily. I will create separate sheets for Raw Leads, After Calling, Interested, Visits/Inspection, and Closure, with clear status logic to move leads smoothly between sheets (manual or formula-based, as preferred). I will also ensure separate tracking for Tenant and Owner leads, minimize errors, and keep the system lightweight without heavy coding. After delivery, I will provide a clear walkthrough/explanation of how everything works and remain available for minor fixes or 1–2 revisions if needed.
₹25.000 INR em 7 dias
0,0
0,0

I am an expert in filling in a spreadsheet with data. Have been doing for the last 2 years. I know data entry in Excel file. I will work honestly & with maximum perfection which is my strong point. I have done diploma in data entry & tying.
₹20.000 INR em 7 dias
0,0
0,0

Hello, I can deliver a clean, simple, ready-to-use lead management system within 1 day using Excel or Google Sheets. How I’ll do it (exactly as you need)? -One Master Lead Sheet (only place to enter data) -Status-based auto sheets: -Raw Leads -After Calling -Interested -Visits / Inspection -Closure Leads move automatically by changing a dropdown status (no manual copy-paste needed) Separate tracking for Tenant and Owner leads Clear layout for non-technical staff Why this works best ? -Zero data duplication -Easy to explain & maintain -Works smoothly for daily operations Deliverables (within 24 hours) Ready-to-use Excel or Google Sheet Short walkthrough (written or call) 1–2 minor revisions as per you requirements Support for small fixes after delivery Tool -Excel or Google Sheets – your choice I focus on simple, practical automation, not over-engineering. If awarded today, I can start immediately and deliver within 1 day. Best regards, Ujjwal Yadav CA Finalist, Nepal
₹12.500 INR em 1 dia
0,0
0,0

This project will have several excel tabs, the first tab will be a summary/dashboard of the other tabs (Raw leads, After calling, Interested, Visits / Inspection, Closure). The formulas will be easy and not complex. I will be using MS excel to execute this Lead Management System
₹15.000 INR em 7 dias
0,0
0,0

I’ve reviewed your requirement for setting up a simple, easy-to-use lead management system in Excel or Google Sheets, and I’d be happy to help. I specialize in building clean, structured spreadsheet-based systems that non-technical teams can use comfortably—without heavy coding or complexity. How I’ll approach this: Create separate sheets for: Raw Leads After Calling Interested Visits / Inspection Closure Leads will move between sheets based on status selection (formula-driven or assisted manual flow, as preferred). Separate and clearly labeled tracking for Tenant Leads and Owner Leads. Use simple formulas, filters, and data validation to keep the system error-free and easy to maintain. Design the structure so staff can update and track leads without confusion. Deliverables: Ready-to-use Excel or Google Sheet (based on your preference) Short walkthrough/explanation of how the system works 1–2 minor revisions after delivery Support for small fixes if required Time & Cost: Estimated time: 1–2 days Cost: Can be fixed-price based on final scope I’ve built similar tracking and reporting sheets for lead management, follow-ups, and status-based reporting, and I focus strongly on simplicity and reliability. Please let me know: Your preferred tool (Excel or Google Sheets) Approximate number of leads/users Looking forward to working with you. Best regards, Suraj Patil Workflow Automation | Excel & Google Sheets Optimization
₹25.000 INR em 7 dias
0,0
0,0

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