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English
$
USD
I will create an excel CRM and sales pipeline system
ASTER ATELIER
About this gig
Need a simple and professional Excel CRM to manage your leads, customers, sales pipeline, and follow-ups?
I will create a custom Excel CRM and Sales Pipeline System designed around your business workflow.
What I can include:
Lead & customer management
Sales pipeline tracking
Deal stages and status tracking
Follow-up tracking
Salesperson/team tracking
Sales KPIs and reports
Professional charts and dashboards
Dropdowns, filters and data validation
Automated calculations
Clean and easy-to-use Excel layout
Perfect for:
Small businesses
Freelancers
Agencies
Consultants
Sales teams
Startups
You can provide your existing data, or I can create the CRM from scratch using your requirements.
You will receive a fully editable Excel file with clear instructions for using the system.
If you have a specific workflow or requirement, message me before ordering and Ill review it with you.
Get to know ASTER ATELIER
ASTER ATELIER
Custom Google Sheets and Fillable PDF Template Builder
- FromIndia
- Member sinceJul 2026
- Avg. response time1 hour
Languages
English
I'm Daniel, founder of Aster Atelier. I build custom automated Google Sheets systems — budget trackers, meal planners, habit trackers — with live formulas and dropdown menus, plus matching fillable PDFs in A4, A5, and US Letter.
I've designed and published my own multi-tab digital planner products from scratch, including the automation logic and print-ready layouts.
Currently completing my degree while running this practice. Clear communication, realistic timelines — a project isn't done until the formulas actually work.
Other Data Visualization Services I Offer
FAQ
Can you customize the CRM for my business?
Yes. I can customize the fields, pipeline stages, statuses, reports and layout based on your workflow.
Can you import my existing data?
Yes. Add the Data Import extra when ordering, or message me if you have a large or complex dataset.
Can you create the CRM from scratch?
Yes. You can provide your requirements and I will build the Excel CRM around your workflow.
Can the CRM track leads, deals and follow-ups?
Yes. It can include lead tracking, sales pipeline stages, deal values, follow-up dates and sales activity.
Will I receive an editable Excel file?
Yes. You will receive an editable Excel workbook with the formulas and CRM system included.
What do you need from me to get started?
Please provide your requirements and, if applicable, your existing Excel/CSV data. If you are unsure what you need, I can help you define the CRM structure.
