The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Back to feedPost
I helped a US-based sales team clean and organize their messy CRM database with over 5,000 leads.
PROBLEM: Their database had duplicates, wrong phone formats, and no proper categorization.
WHAT I DID:
✓ Removed 800+ duplicate entries using Excel formulas
✓ Standardized all phone numbers and emails
✓ Categorized leads by status, location, and source
✓ Created filters and drop-downs for easy follow-up
✓ Delivered clean, ready-to-use Google Sheets file
TOOLS: Google Sheets, Excel (VLOOKUP, Remove Duplicates, Data Validation)
RESULT: Client saved 15+ hours weekly and increased follow-up rate by 30%.
Need your CRM cleaned too? Let's chat!
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Related posts
Awesome
OCR extracts business names, formation dates, and addresses from uploaded documents automatically. But users still need to trust what the system found before anything gets submitted.
We designed the confirmation flow around editable fields that surface extracted data clearly....
:I completed CRM data cleanup with 98% accuracy, removing duplicates and standardizing contacts for import. I also built error-free Google Sheets sales reports with clear metrics and charts.
CRM Dashboards for Small Businesses and Real Estate Agents
The idea
Many freelancers, small businesses and real estate agents pay monthly for CRM software they barely use, or keep client details scattered across spreadsheets and notes. I designed and built two complete CRM dashboards that open in any browser and work fully offline.
1. ClientDesk CRM: for freelancers and small businesses
Dashboard with clients, open pipeline, unpaid invoices, income and net profit at a glance
Client, lead, project, task and invoice tracking, with automatic overdue flags
Budget tracker for income and expenses
Calendar combining tasks, invoice due dates, project deadlines and follow-ups
Reports with cash-flow charts, top clients and win rate
2. EstatePilot CRM: for real estate agents
Buyer and seller CRM, lead pipeline and property listings
Showings, open houses, offers, escrow and a closing checklist
Document tracker and a combined calendar of closings, showings and follow-ups
Commission tracker that calculates your net commission after your split
Built-in mortgage and ROI calculators, rental portfolio, marketing campaigns and vendor directory
Shared features
One HTML file, nothing to install, and no monthly fees
Works offline on desktop, tablet and phone
Private: data is stored in the user's browser and never uploaded
Search, add, edit and delete on every section
CSV export, print to PDF, and JSON backup and restore
Light and dark themes, plus editable business name and currency
Proud of what we built together on this one 🙌 The part I like most is how the pipeline and follow-ups sit right next to the money side, so nothing slips through. Happy to answer any questions about how it works!