I designed a Google Sheets CRM for coaching institutes to manage student enquiries, follow-ups, c...I designed a Google Sheets CRM for coaching institutes to manage student enquiries, follow-ups, c...
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I designed a Google Sheets CRM for coaching institutes to manage student enquiries, follow-ups, counsellor assignments, admissions, fees, and reporting in one organized system.
The CRM includes a centralized lead database, lead-source tracking, status pipeline, follow-up management, admission tracking, fee status, counsellor performance, and a management dashboard.
This is a demo project created with sample data to showcase my CRM design, lead-management, and reporting capabilities.
Messy data in, clean results out. 🎥 A quick look at my work as a virtual assistant: data entry, B2B lead lists, PDF to Excel, CRM cleanup and research, with healthcare-level accuracy. Send me a message to get started.
Every client email I get now lands automatically in a Google Sheet — sender, subject, time, sorted. No copy-paste, no missed leads.
I built it with Make + a simple workflow, and now I set up the same system for other freelancers and small businesses: your Gmail → your Sheet, running 24/7 while you sleep.
What's the one boring task in your business you'd automate first? 👇