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Fiverr Pro
English
$
USD
I will build a custom excel CRM and account tracker for your sales team
I help service businesses turn inquiries into paying customers
I help service businesses turn customer inquiries into paying customers.
Most businesses lose leads not because of poor service, but because responses are slow, inconsistent, or unclear. When potenti...
About this Gig
Struggling to keep track of customers, deals and follow-ups across notes, messages and scattered spreadsheets?
I build custom Excel CRMs and account trackers that give your sales a clear structure, based on real-world B2B sales experience.
Every build is customised to how you sell, with clean layouts, dropdowns and simple formulas.
BASIC Custom CRM
A tailored Excel CRM with contacts, a deal pipeline and a summary sheet, set up to your liking. Delivered ready to use, with no data included.
CRM + ACCOUNT TRACKER
Everything in Basic, plus tools to manage and grow your existing accounts:
- Account scorecard
- Customer discovery tracker
- Opportunity register (leads not yet in your pipeline)
- Risk and competitor tracker
- Lost-customer follow-up tracker
- Cross-sell matrix
- Equipment listing tracker
- Send me your customer data and Ill import and tidy it for you.
PREMIUM Setup + Training Calls
Everything above, plus a 45-minute onboarding call on Google Meet or Zoom and a follow-up call 30 days later.
Ideal for B2B sales reps, account managers, small business owners and sales teams.
Message me before ordering with a short description of your business and Ill confirm the best package.
Technology:
Excel
Data type:
Numeric
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Date
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Free text
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Custom
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Currency
FAQ
What’s the difference between the three packages?
Basic is a custom-built CRM only, with no data. CRM + Account Tracker adds account management tools and I can import your data. Premium adds a 45-minute training call and a follow-up call 30 days later.
Do I need to send my customer data?
Not for Basic. For CRM + Account Tracker and Premium, you can send your customer data if you want to and I’ll import and tidy it. Only send business data you’re comfortable sharing.
Can the CRM be customised to my business?
Yes. Tell me how you sell, your deal stages and what you want to track, and I’ll build it around that. Every package is customised, not a one-size-fits-all template.
What do you need from me after I order?
A short description of your business, how you sell, your deal stages, the fields you want to track, and your data file if your package includes data. I’ll send a simple list of questions once you order.
Will this work for my industry?
It’s built from B2B sales experience and suits technical, relationship-driven sales such as industrial, engineering, wholesale and services. Message me before ordering and I’ll confirm it fits. Components can be swapped to suit your business.
What file will I receive?
You’ll receive an Excel (.xlsx) file that you own and can edit freely. It also opens in Google Sheets, but some dropdowns and formatting may behave differently, so Excel is recommended.
How do revisions work?
Revisions cover changes within the agreed scope, such as layout, labels, dropdowns and fields. New features or extra sheets are charged as extras. Basic includes 1 revision, CRM + Account Tracker 2 and Premium 3.
How do the Premium calls work?
After delivery we have a 45-minute walkthrough on Google Meet or Zoom. Message me any time within 30 days of delivery to book the follow-up call for questions or problems.
Is this a replacement for HubSpot or Salesforce?
No. This is a simple, low-cost Excel system for teams that want structure without monthly fees or IT setup. If you need email integration or automation, a cloud CRM is the better fit.
Is my data kept confidential?
Yes. I only use your information to build your tracker and I won’t share it with anyone.
