Google Sheets CRM Automation

Замовник: AI | Опубліковано: 01.11.2025

I want to turn a simple Google Sheet into a mini-CRM focused purely on sales tracking. The flow should be effortless: whenever I choose a status option (for example, “Contacted”, “Quote Sent”, “Won”, etc.) the sheet must automatically stamp the current date in a dedicated column so I can see exactly when each deal moved forward. Core needs • A clean, well-structured sheet (or set of sheets) to record deals, values, and stages. • An Apps Script or similar no-code solution that listens for my dropdown selection and inserts today’s date in the correct cell without asking for additional input. • Basic dashboards or formulas that total and filter sales figures so I can quickly review performance. Nice-to-have (but not required right now) features such as lead tracking or full pipeline visualisation can wait; for this engagement I’m focused on nailing the sales-tracking workflow and automated date stamping. Please build the sheet, wire up the automation, and provide a quick set of notes so I can tweak status names or add new stages later.