Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Spreadsheet template: invoice tracker for a small agency
Sheet layout — tab "Invoices"
| Column | Header | Filled by |
|---|---|---|
| A | Invoice # | You |
| B | Client | You (drop-down from tab "Clients") |
| C | Issue date | You |
| D | Amount | You |
| E | Payment terms (days) | Formula |
| F | Due date | Formula |
| G | Paid on | You (leave empty until paid) |
| H | Status | Formula |
| I | Days overdue | Formula |
Formulas (excerpt, 6 of 10)
E2 — payment terms from the client list
=IFERROR(VLOOKUP(B2, Clients!A:C, 3, FALSE), 30)
Looks up the client's terms in the "Clients" tab; if the client isn't there, uses 30 days.
F2 — due date
=IF(C2="", "", C2 + E2)
Adds the terms to the issue date. Stays empty for blank rows.
H2 — status
=IF(C2="", "", IF(G2<>"", "Paid", IF(TODAY()>F2, "Overdue", "Open")))
Paid if a payment date is entered; otherwise Overdue after the due date, else Open.
I2 — days overdue
=IF(H2="Overdue", TODAY() - F2, "")
Dashboard!B2 — total outstanding
=SUMIFS(Invoices!D:D, Invoices!H:H, "<>Paid", Invoices!C:C, "<>")
Dashboard!A5 — balance by client (one formula fills the table)
=QUERY(Invoices!B:H, "select B, sum(D) where H <> 'Paid' and B is not null group by B order by sum(D) desc label sum(D) 'Owed'", 1)
Where to paste
- Put E2, F2, H2 and I2 in row 2 of "Invoices", then drag down to row 500
- Paste the two Dashboard formulas once; they update by themselves
- Conditional formatting on H2:H500: text is "Overdue" → light red fill
Edge cases handled
- Partly paid invoice: add a row with the remaining amount and a new number like INV-041b
- Client renamed: change it only in "Clients"; the drop-down keeps rows consistent
- Excel instead of Sheets: all formulas work except QUERY; use a PivotTable on columns B, D, H instead
Check example
Invoice INV-038, client Northside Dental, issued Sep 1, terms 14 days → due Sep 15. Today Oct 20, not paid → Overdue, 35 days.
Client: a 4-person video production studio. Tool: Google Sheets. Task: "We lose track of who has paid. We need one sheet that shows overdue invoices and how much each client owes."
The client and all details are made up.
About this service
For a small team that is not ready for paid CRM software, Google Sheets can hold the whole sales pipeline. We set up a leads and deals sheet with stages in drop-down lists, owners, next action dates and deal amounts, plus formulas that flag overdue follow-ups and count conversion from stage to stage. A summary sheet shows the pipeline by manager and by month.
What is included
- What you getThe CRM layout as CSV text, formulas, data validation and setup steps; in Premium also Apps Script code that sends each manager a morning list of follow-ups. Delivered as text for your own Google Sheet.
- Pipeline stagesDrop-down lists, no typos
- Follow-up datesOverdue rows stand out
- Conversion by stageWhere deals get stuck
- Manager summaryDeals, amounts and won rate
- Lost reasonsCounted so you can act on them
How it works
- 1BriefYou describe your sales process
- 2BuildWe set up sheets, lists and formulas
- 3LaunchYou move current deals in and start
What we need from you
Where your leads come from, the stages a deal goes through, who works with clients and what you want to see at a glance.
We will ask you:
- Where do your leads come from?
- What stages does a deal go through?
- How many people will work in the CRM?
- What do you want to see on the summary?
Compare packages
| Packages | BasicUp to 3 CRM formulas$10 | StandardCRM template with a summary$25 | PremiumCRM with a follow-up reminder script$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Formulas | up to 3 | up to 10 | up to 15 |
| CRM template | No | Yes | Yes, with a manager summary |
| Apps Script code | No | No | Yes |
| Order Basic | Order Standard | Order Premium |
Payment protection
You pay when you order, but the money is released only for accepted work.
- Fixed priceThe package price does not change after you pay.
- The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
- Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
- Free revisionsAsk for changes within your brief as many times as the package allows.
- Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
- Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
Questions and answers
Can leads from my website form land here?
Yes, if you use Google Forms or a form tool that can send rows to Google Sheets. We give the column order the CRM expects.
Can each manager see only their own deals?
Inside one sheet we set up a filter view per manager. Real access separation needs separate files, and we describe how to link them.
When is it time to move to a real CRM?
Usually when you need call recording, email sync or more than five to ten people in the pipeline. Your data then exports from the sheet as CSV.