Google Sheets Lead Management System Creation

@nareshk44

Drawing from my extensive background in data management and analysis, I am confident that I am the perfect match for your "Google Sheets Lead Management System Creation" project. Having served multiple clients in a variety of industries, I fully understand the importance of storing and organizing leads efficiently, which is why I'm offering my expertise in Google Sheets and MIS automation. I've helped many enterprises streamline their processes leading to improved productivity. In terms of deliverables, I assure you of a user-friendly master lead sheet that will capture all relevant details like date, name, mobile number, source, city and status without any glitches. My substantial knowledge of Google Sheets formulas, functions and timeline features will facilitate easy agent allocation and lead tracking according to your needs. Lastly, my commitment to meeting tight deadlines makes it possible for me to complete projects within a reasonable timeline without compromising on quality. I believe these skills sets me apart as the best candidate for your requirements; delivering efficient creation of lead management system which includes a daily MIS Dashboard (including Total Leads, Leads Assigned etc.), Duplicate Lead Check functionality and much more. I would be thrilled to contribute towards improving your overall workflow with a well-integrated system. Let's discuss the details so we can get started!

@yashvendra79

Having spent a significant portion of my 10+ year career in IT solutions development, I can confidently say I'm an ideal candidate for your Google Sheets Lead Management System Creation. My skills in PHP lend me the ability to create clean, efficient and user-friendly systems. I understand the importance of effective management and tracking of leads, data and agents from my previous projects in similar domains. With my experience, I anticipate the need for a centralized master sheet that would include all the vital information about every single lead you acquire such as date, name, mobile number, source, city, and status. I will build a robust agent allocation system that allows you to easily assign leads to different agents while efficiently tracking their performance on a built-in dashboard. Additionally, I have deep respect for deadlines and thus will complete this project within your stated timeline. As for cost and budgeting, I believe in fair pricing that reflects the true value of the work done. Given my expertise and proven track record, I'm confident you will find my rates reasonable and appropriate for this project. Trust me to turn your Google Sheets into an efficient tool that will streamline your Women's Health/Ayurveda business!

@Sahyadri96

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.

@ammarahmed20

With over 6 years of hands-on experience in building robust web apps, automation systems, and AI agents, I am confident that I can provide you with the perfect solution for your lead management needs. I have extensive knowledge and proficiency in Google Sheets and MIS Automation, which aligns exactly with what you're seeking. My previous projects spanned across various industries including healthcare, real estate, e-commerce, and SaaS - all of which required the creation of efficient lead management systems. My work revolves around simplifying complex processes into user-friendly systems and ensuring smooth daily operations even for non-technical users. Choosing me for this project means selecting someone who can not only deliver a comprehensive lead management system on time but also provide reliable ongoing support as your business evolves. Let's discuss your timeline and budget so we can determine how to best leverage my skills to fulfil your requirements!

@ukokab

✅ I have built similar lead management and agent allocation systems. I will create a master lead sheet, agent allocation (drop‑down or automatic rotation), follow‑up status tracking (New/Contacted/Follow‑up/Order Confirmed/Not Interested/Closed), duplicate mobile number detection, and a daily MIS dashboard (total leads, assigned, orders confirmed, pending, agent‑wise performance). The sheet will be easy for your MIS executive to use – no technical knowledge needed. I will provide documentation and a video walkthrough. Best, Usman K https://www.freelancer.com/u/ukokab

@ahmadraza001912

Hi, for a WhatsApp-driven lead flow like yours, the part that usually breaks is the duplicate mobile number check once multiple agents start editing the same sheet at once. I'd build this on Google Sheets + Apps Script so your MIS executive never touches code: - Master Lead Sheet with Date, Name, Mobile Number, Source, City, Status - Script-based agent allocation (auto round-robin or manual assign dropdown) - Status tracking through New Lead, Contacted, Follow-up, Order Confirmed, Not Interested, Closed - Daily MIS Dashboard with Total Leads, Leads Assigned, Orders Confirmed, Pending Leads, agent-wise performance - Script check on Mobile Number column to flag duplicates on entry I've built similar Sheets/Apps Script automation layers for clients managing live data feeds, keeping things simple for non-technical staff while running daily reports in the background. Quick question: do new WhatsApp leads come in manually entered by your team, or do you want them pulled in via a form/API so the sheet auto-populates? That changes the allocation logic a bit. Happy to share a quick timeline once I know.

@bradleyf10

Hi - I can build this as a simple Google Sheets lead ops system, not just a raw sheet. I would create: 1. Master Leads sheet with date, name, mobile, source, city, status, assigned agent, next follow-up, and notes. 2. Agent allocation view with filtered tabs or dropdown assignment. 3. Status tracking for New, Contacted, Follow-up, Order Confirmed, Not Interested, and Closed. 4. Daily MIS dashboard with total leads, assigned leads, pending leads, confirmed orders, and agent performance. 5. Duplicate mobile-number check with clear warning/highlight. Relevant work: I have been building lead trackers and CRM-style workflows with booking status, payment/enrollment status, follow-up dates, and handoff notes. I also work with automation/API tools, so if later you want WhatsApp or form leads pushed automatically into the sheet, the structure will be ready. Timeline: 4 days for a tested sheet, dashboard, duplicate check, and short handoff notes. Question: should lead allocation be manual by dropdown, round-robin automatic, or based on city/source?

@OxMoonlightsun

Hi, I read the full requirement. I can build this as a clean Google Sheets lead-management workbook for WhatsApp leads, with a master lead sheet, agent assignment, follow-up status tracking, duplicate mobile checks, and a daily MIS dashboard. I work with spreadsheet automation and data workflows, so I can keep it simple for a non-technical MIS executive while still making the tracking reliable. My bid is ₹14,000 with 2-day delivery so there is enough time to structure the workbook, test the duplicate/status logic, and polish the dashboard. Quick question: do you want agent allocation to be fully automatic, or should the MIS user choose the agent from a dropdown?

@annag216

Hello, I am interested in creating your Google Sheets Lead Management and MIS Automation System. I have experience working with Google Sheets, data management, lead tracking, dashboards, and organized reporting systems. I can create: * Master lead sheet * Agent allocation and tracking system * Follow-up status tracking * Daily MIS dashboard * Duplicate lead detection * Easy-to-use automated workflow The system will be clean, user-friendly, accurate, and easy to manage daily. I am ready to start immediately and can provide timely updates throughout the project. Thank you, and I look forward to working with you.

@ScottTGraham

Hi! This is squarely my wheelhouse - I build Google Sheets lead-management + agent-allocation systems and already have a working CRM template (master lead sheet, status pipeline, auto-allocation, summary dashboard), so I can move fast. For your Women's Health/Ayurveda WhatsApp leads I'll deliver: a Master Lead Sheet (Date, Name, Mobile, Source, City, Status), an Agent Allocation system (round-robin or rule-based), status tracking with follow-up reminders, and a clean summary dashboard. Working v1 in ~4-5 days, revisions included. Happy to share a sample tab before you award. - Scott