Clean up a messy lead or inquiry tracker and make duplicate records easier to catch before they create follow-up mistakes.

Normalize key fields such as email, phone, or project type

Flag duplicate or repeated inquiries

Add clear lead-status tracking

Improve data validation and required-field checks

Create a simple exception view for records that need review

One revision round

Short handoff notes

Best for small teams using Google Sheets to manage incoming leads, inquiries, requests, or customer records.

Scope: one primary tracker with up to 5,000 rows. CRM migrations, paid third-party tools, and complex API integrations are quoted separately.