CRM & lead tracker in Excel or Sheets
A lightweight lead workflow for teams that do not need a full CRM platform.
Completed projects
Select a project to view its workflow and result.
Completed projectNative / 01
◆Community Partner PipelineSaved to Drive
FileHomeInsertFormatView
↶↷Calibri 11BI◇
A1fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
28 introductionsReadyA. Chen1,284
36 meetingsReviewM. Ortiz17
44 proposalsReadyS. Patel98.7%
5
Control result31 active contacts
OverviewInputsReview queue+
Learning organization
Community Partner Pipeline
Gave a small team one shared view of partner conversations.Completed projectPremium / 02
Advisory teamProject preview
Workflow
The account view brings notes, activity, and next steps together.
Current result13 priority leads
3
01History completeComplete02Owner assignedReady03Next step datedReady
Advisory team
Client Relationship Workspace
Created a polished relationship workspace for high-touch services.Completed projectNative / 03
◆Architecture practiceHelpShared ✓
Studio Inquiry BaseDataAutomationsInterfaces
◇ Review viewHide fieldsFilterGroupSort
#RecordStatusReview owner
1Requests qualifiedApprovedAliya
2Proposals linkedApprovedNoah
3Follow-ups assignedApprovedSofia
Overview9 actions due
Architecture practice
Studio Inquiry Base
Connected website inquiries, qualification notes, proposals, and follow-ups in a shared base.Completed projectNative / 04
XService Lead TrackerSaved
FileHomeInsertDataView
↶↷Calibri 11BI◇
A1fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
23 new inquiriesReadyA. Chen1,284
34 quotes openReviewM. Ortiz17
42 calls bookedReadyS. Patel98.7%
5
Current result9 follow-ups due
OverviewDataReview queue+
Interior design team
Service Lead Tracker
Organized inquiries, next steps, owners, and follow-up dates.Result
A clear pipeline, follow-up view, ownership fields, and operating guide.
Important limits
Google access is client-authorized; messaging and third-party integrations are separately scoped.