All services
Live, not weekly
Inquiries visible by source & status as they come in, not in a weekly dump
1 stack
Sheets CRM and Looker Studio wired together as a single pipeline
Sales-usable
Built for the person who has to act on the lead, not just report on it
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Service 05
CRM & Dashboards
Custom Sheets-based CRMs wired into live Looker Studio reporting.
5 of 7 services
What This Service Covers
Most small and mid-size teams don't need an expensive CRM platform — they need to actually see their leads. Too often that data is scattered across WhatsApp chats, ad platform dashboards, and someone's personal spreadsheet, so leadership finds out what happened last month, not what's happening right now.
I build lead-management CRMs in Google Sheets — structured, automated, and wired into Looker Studio — so sales can see every new inquiry, its status and source, and leadership can see the same live numbers without waiting on anyone to compile a report. That's the exact system running Refuge's pipeline today.
Why Choose Me For CRM & Dashboards
Built in tools you already have
Google Sheets and Looker Studio — no expensive new software or steep learning curve for your team to adopt.
Built for sales, not just for reporting
The CRM is structured around what a salesperson needs to act on a lead today, not just a data table for month-end review.
Live dashboards, not static PDFs
Looker Studio dashboards update automatically, so leadership sees current numbers instead of waiting on a manual report cycle.
Connected to the source of the lead
Wired directly to ad platforms and web forms, so a lead's source and campaign are captured automatically, not typed in by hand.
What's Included
CRM structure & build
A Google Sheets-based CRM designed around your actual sales process — stages, statuses, and ownership.
Lead capture integration
Web forms and ad platforms connected so leads land in the CRM automatically with source data intact.
Looker Studio dashboard
A live reporting dashboard showing pipeline, conversion, and source performance at a glance.
Automation & alerts
Follow-up reminders and WhatsApp/SMS triggers so leads don't sit untouched.
Team training
A short handover so your team can actually use and maintain the system after launch.
How It Works
Map the process
Understand how leads currently move from inquiry to close, and where they're getting lost.
Design the CRM
Structure the Sheet around real sales stages instead of a generic template.
Connect sources
Wire in web forms, ad platforms, and any other lead sources.
Build the dashboard
Set up Looker Studio to visualize pipeline and performance live.
Hand over & train
Walk your team through it so it stays in use, not abandoned after month one.
Tools & Platforms
Frequently Asked Questions
Why Sheets instead of Salesforce/HubSpot?
For most small-to-mid teams, a well-structured Sheets CRM is faster to set up, free to run, and easier for a non-technical team to adopt — and it can always be migrated later once the process is proven.
Can this connect to my existing ad accounts?
Yes — Meta and Google lead sources can be wired in so source and campaign data flow into the CRM automatically.
What if my team isn't very technical?
The system is built for the least technical person on the team to use daily, with training included as part of the handover.
Can you build follow-up automation too?
Yes — WhatsApp/SMS follow-up triggers can be layered on top so new leads get a fast first response automatically.
Ready to talk?
Let's grow your brand with CRM & Dashboards
Tell me a bit about your business and goals — I'll get back to you with how this would work for you specifically, no generic pitch.
Phone+91 72105 03330