Advanced Spreadsheet · Starter

Advanced CRM Workbook

A professionally architected Excel or Google Sheets CRM with validated data entry, pipeline logic, follow-up scheduling, source tracking, and a live dashboard — the system most small businesses actually need before buying software.

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Advanced spreadsheet CRM with pipeline stages and dashboard
IN PRACTICEAdvanced CRM Workbook

The problem it solves

Built for a specific pain

Leads live in texts and memory; the 'CRM' is a contact list with no stages, no follow-up dates, and no idea which sources convert.

Designed for

  • Contractors and trades
  • Real estate agents
  • Coaches and consultants
  • Small sales teams

Product brief

The operating model behind the interface

Aura products are not generic templates. Each one is configured around the client's stages, terminology, inputs, controls, and reporting expectations.

  1. 01

    System class

    Advanced Spreadsheet · Starter

  2. 02

    What feeds it

    Leads from forms, calls, referrals · Deal values and stages · Follow-up dates and notes

  3. 03

    What it produces

    Pipeline view by stage · Today's follow-up list · Conversion and source analytics

  4. 04

    Deployment and ownership

    Delivered in your Google Drive or Microsoft environment with a walkthrough session.

Stages, fields, and dashboard metrics tailored to your sales motion; industry editions available.

How it works

From input to insight

Inputs

  • Leads from forms, calls, referrals
  • Deal values and stages
  • Follow-up dates and notes

Outputs

  • Pipeline view by stage
  • Today's follow-up list
  • Conversion and source analytics

Key features

What's inside

  • Lead and customer databases with validation
  • Pipeline stages and status logic
  • Follow-up dates with overdue flags
  • Deal value and win/loss tracking
  • Source performance analytics
  • Summary sales dashboard

Integrations

Website lead forms · Email templates · Optional automation via Apps Script / n8n

Customization

Stages, fields, and dashboard metrics tailored to your sales motion; industry editions available.

Deployment

Delivered in your Google Drive or Microsoft environment with a walkthrough session.

Support & optimization

Usage guide included; formula support and upgrades available.

Related services

How we deliver and extend it

  • Advanced Spreadsheets

    Professional Excel and Google Sheets systems — CRMs, trackers, calculators, and dashboards with real logic, validation, and alerts.

  • Automation Engineering

    Workflow automation built with real engineering discipline — n8n, Make, APIs, webhooks, scheduling, conditional logic, ETL, and RPA.

  • Websites & Digital Experiences

    Websites with business logic — lead forms, quote calculators, booking flows, and CRM connections — not brochures.

Ready for a advanced crm workbook?

Tell us about your workflows in a consultation and we'll scope the configuration, timeline, and tier that fits.

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