CRM Automation
Complete client management with pipeline tracking, follow-up reminders, activity logs, and conversion analytics — all inside Sheets.
ExploreAMAN MAHIPAL
Google Sheets & Excel Automation Expert
- Production Tracking Systems
- CRM & Follow-Up Dashboards
- Custom Business Automation
- Inventory & Order Management
8318813574amanmahipal585@gmail.comamanmahipal585-boop.github.io/amanmahipal_Portfolio_/
Janjgir, Chhattisgarh · Remote Worldwide
Google SheetsExcelPower BIApps Script
Smart Automation
Save Time
Data-Driven Insights
Better Decisions
Accurate. Reliable.
Secure.
Automate Smarter.
Grow Faster.
Turning Spreadsheets into
Powerful Business Systems
10+
Projects Delivered
819
CRM Rows Cleaned
147
Duplicates Removed
24h
Avg Delivery
100%
Client Satisfaction
Automate Smarter · Work Better
Turning Spreadsheets into
Powerful Business Systems
I don't just clean data — I build complete automation systems that save your team hours every week and eliminate costly manual errors for good.
Reliable · AccurateAutomated · ScalableAlways On Time
- Save TimeAutomate repetitive tasks and focus your team on work that grows the business.
- Improve AccuracyEliminate manual errors through validation rules, formulas, and automated flows.
- Better InsightsReal-time dashboards that update automatically so you always see the full picture.
- Streamlined OperationsEnd-to-end solutions tailored precisely to your workflow — not generic templates.
- Scalable & FlexibleBuilt to grow with your business — add data, add users, and it just works.
What I Build
Services & Solutions
From one-off data cleaning to complete automation systems — every solution is built precisely for your business.
Production Tracking
Shop floor systems that track orders across every production stage with live dashboards, worker logs, QC and overdue alerts.
ExploreInventory Systems
Smart stock management with auto-reorder alerts, supplier tracking, purchase order generation, and live inventory dashboards.
ExploreFollow-Up Dashboards
Daily task lists, overdue alerts, outcome logging and pipeline boards so you never miss a follow-up.
ExploreData Cleaning
Transform messy data into clean, structured, import-ready files — names, emails, phones, dates standardised in minutes.
ExploreBusiness Automation
One-click report generators, Apps Script workflows, automated dashboards and custom tools that erase hours of manual work.
ExplorePortfolio
10 Completed Projects
Every project is a real deliverable with quantified, documented results — including complete production and CRM systems built from scratch.
RetailPROJECT · 01
Sales Performance Dashboard
ExcelPivot TablesSlicersSUMIF
Interactive dashboard with live KPIs, monthly revenue trends, regional heatmaps, and product drill-downs — driven by dynamic slicers, auto-refreshes with new data.
- Reporting time: 6 hours → 15 minutes
- Identified weak regions → 23% sales growth
- 150+ rows into one live dashboard
WarehousePROJECT · 02
Inventory Management System
ExcelIF/COUNTIFData Validation
Green/Yellow/Red stock indicators, auto-reorder alerts, supplier management, purchase order generator, and expiry tracking for perishables.
- Stockout incidents fully eliminated
- Manual checking: 4 hrs/wk → 20 min
- PO creation: 45 min → 5 min
FinancePROJECT · 03
Automated Monthly Report Generator
ExcelVBA MacrosPower Query
One-click report builder reads master data, applies formatting, generates executive summaries and MoM charts — print-ready PDF export built in.
- Report creation: 8 hrs → 10 min
- Zero formatting errors, consistent branding
- Any team member can run it
StartupsPROJECT · 04
Budget & Expense Tracker
ExcelSUMIFPivot Charts
Business finance tool with 12 categories, overspend alerts, waterfall charts, recurring expense tracker, and tax-ready categorised export.
- Found 3 overspend areas → $800/mo saved
- Budget adherence: 60% → 92% in one quarter
Real ClientPROJECT · 05 Featured
CRM & Lead Tracker — 819-Row Real Client Project
ExcelGoogle SheetsDAYSCOUNTIFSPivot Tables
Cleaned an 819-row live CRM for Ceiriog Jones (UK career coaching). Removed 147 duplicates, fixed 8 sheets, standardised all contacts. Built full CRM: pipeline stages, auto follow-up alerts, days-since-contact counter, pipeline value calculator, and email templates.
- Follow-up rate: 40% → 95%
- 147 duplicates removed — 18% size reduction
- LinkedIn as top source → 3× more leads
- Deal close time reduced by 18 days
Data OpsPROJECT · 06
Data Cleaning & Transformation Tool
ExcelApps ScriptRegExTRIM/PROPER
One-click cleaning engine: PROPER case, email validator, phone standardiser, 8-format date normaliser, duplicate detector — with scheduled automation.
- 6,224-row HubSpot import — 86% recovered
- 1,000-row cleaning: 6 hours → 15 minutes
OperationsPROJECT · 07
Google Sheets App for Non-Technical Users
Apps ScriptHTML ServiceonEdit
Custom sidebar data-entry app with dropdown menus, form validation, auto-timestamps, user tracking, real-time dashboard updates — mobile-friendly.
- Data errors reduced 98% via dropdowns
- Daily reports: 2 hrs → 10 min
- Zero training needed for staff
SalesPROJECT · 08
Gujarat Territory Map Presentation
PowerPointExcel IntegrationCustom Maps
10-slide professional deck with district territory boundaries, revenue heatmaps, competitor mapping, quarterly achievement tables, and Q2 action plans.
- Territory overlap and gaps eliminated
- Top 5 high-potential districts identified
- Delivered to senior management successfully
Full System BuildPROJECT · 09 Featured
ProductionFlow — Factory Production Tracker
Google Sheets14 Formatting RulesIF / COUNTIF / SUMIFNamed Ranges
Complete shop floor production tracking system — every order from raw material to dispatch across 7 stages with real-time dashboard, worker logs and QC integration. Replaced paper-based tracking entirely.
- 500+ orders automated
- 7 production stages mapped
- Real-time QC + worker productivity logs
- Live alerts for overdue orders
Full System BuildPROJECT · 10 Featured
ClientFlow CRM — 6-Stage Pipeline System
Google SheetsApps ScriptKanbanProbability Scoring
6-stage sales pipeline with auto follow-up alerts, probability scoring, Kanban-style board, and pipeline value calculator — all inside Google Sheets. Managing $2.48M+ in pipeline.
- $2.48M+ pipeline managed
- 100% tracking accuracy
- 0 missed follow-ups
- Built without external CRM tools
Why Choose Me
Six reasons clients keep coming back
Predictable delivery, zero-risk start, and a craftsman's attention to every cell.
24-Hour Delivery
Most projects delivered within 24 hours. Deadlines matter — I treat yours like my own.
Free Sample First
I complete a sample task before you pay — zero risk. See the quality first.
100% Satisfaction
Unlimited revisions until you're completely happy. Not satisfied? You don't pay.
Accurate Work
Every formula verified, every cell checked. Nothing leaves my desk until it's perfect.
2-Hour Response
Reply within 2 hours during business hours — clear communication at every stage.
Data Privacy
Your data is completely safe. Files are never shared or stored after completion.
Pricing
Transparent rates, no surprises
Clear, upfront pricing. Not sure which tier fits? Message me — I'll send a quote in 2 hours.
Testimonials
Trusted by founders & operators
Word from the people running the businesses.
"Amazing — that spreadsheet looks so much better now! Everything is finally in one place."
CJ
Ceiriog Jones
UK Career Coach
"The automation has saved us 10+ hours every week. Production visibility is night and day."
RK
Rohit K.
Factory Owner
"Highly recommended! Very professional data modeling and lightning-fast turnaround."
DP
Daniel P.
E-commerce Seller
NDA-friendly Power Query · Apps Script · DAX Power BI · Sheets · Excel LinkedIn Endorsed ×4
Let's Build Your System
Turning Spreadsheets into
Powerful Business Systems
Book a free 30-min meeting or message me — I'll respond within 2 hours with a clear quote. First project? I'll complete a free sample before you pay.
Janjgir, Chhattisgarh, India · Available Remote Worldwide