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$
USD
I will build editable spreadsheet excel expense trackers monthly budget with formulas
professional invoice and Excel spreadsheet Expert
i'm Olivia a professional Canva Designer and Excel & Google Sheets Specialist helping businesses and individuals create professional, practical, and easy-to-use solutions. I specialize in Canva eBooks...
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
•
VBA
Development technology:
VBA
•
Excel
Expertise:
Formatting
•
Formulas
•
Macros
•
Dashboard
•
Charts
My Portfolio
FAQ
1. Can you create a custom Excel CRM spreadsheet?
Yes. I can build a customized Excel CRM based on your business process, including customers, leads, sales, follow-ups, and reporting.
2. Can you create a Google Sheets CRM?
Yes. I can create an easy-to-use Google Sheets CRM with formulas, drop-downs, filters, dashboards, and organized customer data.
3. Can you import my existing customer data?
Yes. If you provide your existing Excel, CSV, or Google Sheets data, I can organize and structure it within the new CRM.
4. Can you add automated formulas and dashboards?
Absolutely. I can add automated calculations, sales tracking, summaries, KPIs, charts, and dashboards based on your requirements.
5. Can you customize the CRM to my business?
Yes. Every CRM can be tailored to your workflow, fields, sales process, branding, reporting needs, and business requirements.
