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I will create a professional excel CRM and sales pipeline dashboard
Francesco
About this gig
Need a professional Excel CRM to manage leads, customers and sales without expensive software?
I will create a clean, interactive and customized Excel Sales CRM designed around your sales process.
Depending on the package, your workbook can include:
- Lead and customer management
- Deal and opportunity tracking
- Sales pipeline monitoring
- Follow-up and activity tracking
- Revenue and payment tracking
- Interactive KPI dashboard
- Sales performance analysis
- Account owner management
- Automated data entry with VBA UserForms
- Custom filters and reports
- PDF report export
- Workflow automation
- Custom categories, stages and fields
The goal is to give you an easy-to-use Excel CRM that saves time, reduces repetitive work and gives you a clear view of your sales pipeline.
Compatibility: Microsoft Excel Desktop for Windows. VBA features require macros to be enabled.
Please contact me before ordering for highly customized projects.
Get to know Francesco
Francesco
- FromItaly
- Member sinceAug 2025
Languages
Italian
Ciao! Offro servizi rapidi, accurati e personalizzati per chi cerca un supporto affidabile nel lavoro quotidiano o nello studio.
📌 Cosa posso fare per te:
🌍 Traduzioni ITA ↔ ENG di testi generici o accademici
📝 Correzione ortografica e grammaticale di documenti
📊 Gestione file Excel (tabelle, formule base, ordinamento dati)
📄 Impaginazione e formattazione su Word
🔍 Piccole ricerche online con riassunti chiari e sintetici
✅ Perché scegliere me:
Precisione e attenzione al dettaglio
Consegne rapide
Massima disponibilità per adattarmi alle tue esigenze
Se hai richieste particolari, scrivi
My Portfolio
FAQ
Can you customize the CRM to my sales process?
Yes. I can customize pipeline stages, lead fields, customer information, KPIs, reports, categories and workflows based on your sales process.
Can I use this CRM instead of HubSpot or Salesforce?
For small teams, freelancers and simple sales processes, an Excel CRM can be a practical alternative. For complex enterprise workflows, a dedicated CRM platform may be more suitable.
Can you import my existing leads or customer data?
Yes. I can work with your existing Excel or CSV data and organize it into the CRM, depending on the structure and quality of the source file.
Does the CRM include automation?
Yes. The Premium package can include VBA UserForms, automated data entry, reporting, PDF export and workflow automation.
Do I need advanced Excel skills to use it?
No. The workbook is designed for everyday use with guided sections, clear input areas and automation where included.
Can you add custom reports or dashboards?
Yes. I can add or modify KPIs, charts, pipeline views, sales reports and management summaries based on the information you want to monitor.
