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The goal was to build a simple but functional CRM system to help a small business track clients, follow-ups, services, and payment status all in one place.
I built it entirely in Google Sheets, organizing client contact details, assigning status labels (Lead, Active, Closed), tracking last contact and next follow-up dates, logging services offered, and color-coding payment status for quick visibility.
The result is a clean, easy-to-use tracker that keeps client management organized and follow-ups from slipping through the cracks.
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
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My approach :
Headless Shopify Development • Shopify Plus • Custom Shopify Stores • Ecommerce Development • Shopify Theme Customization • Hydrogen & Headless Commerce • Conversion Rate Optimization (CRO) • Klaviyo Email Marketing • Shopify SEO • Landing Page Design • GemPages & PageFly • Performance Optimization • Mobile-First Design • API Integrations • UI/UX Design • Ecommerce Automation • Product Page Optimization • Subscription & Bundle Setup • Shopify Store Migration • Custom Liquid Coding • Figma to Shopify • Speed Optimization • Sales Funnel Development • Ecommerce Branding & Marketing
This is such a smooth and modern execution
Analysis performed on a superstore
The Top 10 Products by Revenue view alongside the Region profit breakdown is a smart combination — you can immediately see whether your best-selling products are concentrated in one region or distributed, which changes the growth strategy entirely. The Revenue vs Profit...
Title: Your data is not the problem. The structure is.
Most business owners I speak to are not short on data.
They have spreadsheets. Exports. Reports sent every month. Numbers sitting in three different files that nobody looks at after the first week.
The real problem is not missing data — it is data that cannot be read quickly enough to change a decision.
A 5,000 row export tells you nothing at a glance. But a single dashboard showing revenue by channel, top performing SKU, and pending payments — that changes how a founder spends the next hour.
I have seen this pattern across CA firms, D2C brands, and small businesses. The data exists. The structure does not.
Clean structure means:
One place for all numbers
Metrics linked to actual decisions
Flags that tell you when something needs attention — not just what the current state is
If your data lives in scattered sheets and nobody is acting on it, the issue is not the data. It is the system around it.
That is exactly what I fix.
Great definition of your niche!
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