Leads Management Tracker

A lightweight lead-tracking system built using HTML, CSS, and Google Apps Script.

Attached is the Tool Link

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Problem Statement

Small teams and growing businesses that lack dedicated CRM systems often struggle to manage leads effectively.
This project was developed to address a real-world challenge encountered in my day-to-day work, where the absence of a streamlined lead management process resulted in:

• Leads scattered across emails and spreadsheets
• Missed follow-ups and inconsistencies in communication
• No unified or visible sales pipeline
• Inefficient collaboration among team members

These challenges highlighted the need for a simple, affordable, flexible, and Google-native solution that centralizes lead information, improves workflow efficiency, and automates repetitive tasks.

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Objectives

The primary objective of this project was to create a lightweight, flexible lead-tracking tool that supports sales personnel by ensuring data protection, workflow consistency, and actionable insights into the lead management process.

The specific objectives of this project include:

1. Provide a simple and intuitive interface for capturing and managing leads.
2. Centralize all lead data in Google Sheets for easy access and collaboration.
3. Automate backend workflows (e.g., timestamps, email alerts).
4. Offer a low-cost, CRM-like solution suitable for small teams.
5. Allow easy customization and seamless deployment within Google Workspace.
6. Deliver a clean, user-friendly frontend using HTML and CSS.

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Analysis Process

1. Requirements Gathering

• Identify essential lead fields (name, email, source, status, notes).
• Define key user actions (add, update, track, follow-up).
• Understand workflow experiences of small sales and administrative teams.

2. Workflow Mapping

• Mapped the lead lifecycle from first contact → follow-up → conversion.
• Identified areas where automation improves efficiency and consistency.

3. Tech Stack Evaluation

• HTML for structure
• CSS for styling and UI/UX
• Google Apps Script for:
  • Writing data to Google Sheets
  • Trigger-based automation
  • Email notifications
  • System logic

4. Solution Design

• Created a clean web-based form for lead submission.
• Connected it to Apps Script functions that store data in Google Sheets.
• Designed a spreadsheet to act as the project’s database.
• Implemented automated timestamps and optional notifications.

5. Testing & Validation

• Tested UI responsiveness and form functionality.
• Verified accurate data storage and script execution.
• Adjusted based on user feedback to improve usability.

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Conclusions

• HTML + CSS + Apps Script is sufficient to build an efficient lightweight CRM.
• Google Sheets provides a flexible and collaborative data storage solution.
• Automation significantly reduces manual administrative work.
• The tool is scalable and can grow with additional features over time.
• This approach avoids CRM subscription costs while providing essential functionality.

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Recommendations

Future Enhancements

• Add a basic analytics dashboard using Google Sheets charts or Looker Studio.
• Add duplicate detection for lead entries.
• Support lead import/export (CSV, Excel).
• Convert the system to a Progressive Web App (PWA).

Deployment Suggestions

• Host the HTML/CSS files on a dedicated server or web hosting platform to create a fully interactive website.
  This reduces data load times, minimizes page refreshes, and ensures long-term scalability and reliability.

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🛠️ Tech Stack

• HTML — Interface structure
• CSS — UI styling
• Google Apps Script — Backend logic, automation, and data processing
• Google Sheets — Database layer

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Future README Sections (Optional)

If needed, the following can be added:

• Requirements guide
• Setup steps
• Folder structure
• Code documentation
• Screenshots/demo section