I will design excel spreadsheet, google sheets, budget spreadsheet, invoice templates
Creative Solutions and Smarter Systems
What people loved about this freelancer
claramax1

Germany
I had an outstanding experience working with this seller! The spreadsheet was delivered exactly as requested and exceeded my expectations in both quality and...
calver65

United States
Working with Bamz was a great experience. They handled both spreadsheet tasks professionally, paid close attention to detail, and delivered exactly what I needed....
calver65

United States
Bamz did an excellent job updating and refining my payroll spreadsheets. Everything was completed accurately, well-organized, and delivered on time. Communication...
claramax1

Germany
This seller did an amazing job with my spreadsheet project. The work was accurate, well structured, and professionally formatted. I really appreciated the attention...
About this Gig
I will create an easy to use Excel and Google Sheets CRM spreadsheet tailored to your business, with features such as:
- Excel or Google Sheets setup
- Budget tracker
- Invoice templates
- Lead and customer database
- Sales pipeline and deal tracking
- Lead status and follow up tracking
- Customer/contact management
- Sales and performance tracking
- Automated calculations and formulas
- Drop down menus and data validation
- CRM dashboard and reports
- Filters, sorting and organized data
Whether you need a sales tracker, lead management spreadsheet, customer database, client tracker or complete CRM spreadsheet, I can create a clean and practical system that makes your workflow easier.
I can also customize the spreadsheet to match your existing process, data and business requirements.
Please message me before ordering so I can understand your requirements and recommend the right package.
Platform:
Excel
•
Google Sheets
•
QuickBooks
Development technology:
VBA
•
Google Apps Script
•
Excel
Expertise:
Formatting
•
Fixing
•
Formulas
•
Macros
•
Dashboard
My Portfolio
FAQ
What do you need to start?
I need your requirements, preferred layout, and any existing data or spreadsheet you want me to work with.
Can you create it in Excel or Google Sheets?
Yes. I can build your CRM in either Excel or Google Sheets.
Can you customize the CRM?
Yes. I can customize the fields, layout, tracking system, and workflow to suit your business.
Can you work with my existing spreadsheet or CRM?
Absolutely. I can improve, fix, redesign, organize, or automate your existing Excel spreadsheet, Google Sheet, or CRM system.
Will the system be easy to use?
Yes. I create clean, organized, and user-friendly systems with clear layouts and practical functionality, making them easy to use and manage.
Can you create a solution based on my specific business needs?
Yes. Every project can be customized to your workflow, industry, data, and business requirements. Please contact me before ordering so we can discuss your project in detail.
Can you add automation?
Yes. Advanced automation, dashboards, macros, and other features can be added as extras.
Do you offer dashboards?
Yes. Dashboards and advanced reporting are available depending on your package or as an extra.
6 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
C 
claramax1

Germany
Ongoing collaborationI had an outstanding experience working with this seller! The spreadsheet was delivered exactly as requested and exceeded my expectations in both quality and presentation. Every detail was handled with precision, the formulas worked perfectly, and the overall layout was clean, professional, and easy...
$50
Price
4 days
Duration
Helpful?C 
calver65

United States
Ongoing collaborationWorking with Bamz was a great experience. They handled both spreadsheet tasks professionally, paid close attention to detail, and delivered exactly what I needed. The files were neatly formatted, calculations were accurate, and the turnaround time was impressive. I appreciate the professionalism and...
$50
Price
5 days
Duration
Helpful?C 
calver65

United States
Ongoing collaborationBamz did an excellent job updating and refining my payroll spreadsheets. Everything was completed accurately, well-organized, and delivered on time. Communication was smooth throughout the project, and they made sure all my requested changes were implemented correctly. I’m very satisfied with the quality...
$50
Price
5 days
Duration
B 
Seller's Response
Helpful?C 
claramax1

Germany
Ongoing collaborationThis seller did an amazing job with my spreadsheet project. The work was accurate, well structured, and professionally formatted. I really appreciated the attention to detail and how smoothly everything was handled from start to finish. The final spreadsheet was clean, easy to use, and exactly what I...
$50
Price
6 days
Duration
Helpful?S stappym

United States
Ongoing collaborationGreat work! The spreadsheet was reviewed thoroughly, and the feedback was clear and helpful. Professional service and quick delivery. Highly recommended!
$50
Price
8 days
Duration
Helpful?
6 reviews for this Gig
| (6) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
C 
claramax1

Germany
Ongoing collaborationI had an outstanding experience working with this seller! The spreadsheet was delivered exactly as requested and exceeded my expectations in both quality and presentation. Every detail was handled with precision, the formulas worked perfectly, and the overall layout was clean, professional, and easy...
$50
Price
4 days
Duration
Helpful?C 
calver65

United States
Ongoing collaborationWorking with Bamz was a great experience. They handled both spreadsheet tasks professionally, paid close attention to detail, and delivered exactly what I needed. The files were neatly formatted, calculations were accurate, and the turnaround time was impressive. I appreciate the professionalism and...
$50
Price
5 days
Duration
Helpful?C 
calver65

United States
Ongoing collaborationBamz did an excellent job updating and refining my payroll spreadsheets. Everything was completed accurately, well-organized, and delivered on time. Communication was smooth throughout the project, and they made sure all my requested changes were implemented correctly. I’m very satisfied with the quality...
$50
Price
5 days
Duration
B 
Seller's Response
Helpful?C 
claramax1

Germany
Ongoing collaborationThis seller did an amazing job with my spreadsheet project. The work was accurate, well structured, and professionally formatted. I really appreciated the attention to detail and how smoothly everything was handled from start to finish. The final spreadsheet was clean, easy to use, and exactly what I...
$50
Price
6 days
Duration
Helpful?S stappym

United States
Ongoing collaborationGreat work! The spreadsheet was reviewed thoroughly, and the feedback was clear and helpful. Professional service and quick delivery. Highly recommended!
$50
Price
8 days
Duration
Helpful?

