07Mini CRM
Turn one Google Sheet into a disciplined lead tracker
A compact pipeline with owners, stages, next-action dates, values, and overdue highlighting—without buying a CRM too early.
BEFORE
AFTER
01 / Do it yourself
From zero to working.
Read the complete sequence before starting. Use a test account or non-production copy whenever the workflow touches important business data.
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01
STEP 1
Create columns for contact, source, stage, owner, value, next action, and notes.
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02
STEP 2
Use dropdown validation for stage and owner.
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03
STEP 3
Highlight next-action dates earlier than today.
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04
STEP 4
Review the sheet at a fixed weekly pipeline meeting.
02 / Check before you change
Useful guardrails.
✓One row per opportunity
✓Never merge cells in the data area
✓Protect formula columns
✓Graduate to a CRM when permissions or automation become complex
Do it for me
Stuck? Send this page to Chaitanya.
Message at any hour with the guide link and a screenshot. Get a quick answer, a guided working session, or a complete setup configured for your workflow.