I will clean and organize your CRM data in excel
About this Gig
Struggling with messy CRM data, disorganized leads, or scattered spreadsheets? I can help turn your data into accurate, organized, and useful business reports.
I'm a Marketing & Finance PGDM graduate with hands-on experience managing 400+ CRM records in Zoho CRM, handling lead follow-ups, and creating Excel/Google Sheets reports for business operations.
What I offer:
- CRM data cleanup and organization
- Excel & Google Sheets formatting
- Lead and contact data management
- Duplicate removal and error correction
- Pivot Tables, formulas, and charts
- CRM data audits and quality checks
- Conversion trends and lead performance reports
Why work with me:
- Accurate, detail-oriented data handling
- Experience with real CRM data
- Clear communication and reliable turnaround
- Organized, easy-to-understand reports
Message me before ordering for custom or complex requirements. I'll be happy to recommend the right package!
My Portfolio
FAQ
What type of CRM or data files can you work with?
I can work with Zoho CRM data, Excel spreadsheets, Google Sheets, CSV files, lead lists, contact lists, and other structured business data.
Can you clean and organize my CRM data?
Yes. I can remove duplicates, fix formatting issues, organize fields, correct errors, and make your CRM data cleaner and easier to manage.
Can you create Excel reports and dashboards?
Yes. I can create Excel reports using Pivot Tables, formulas, charts, summaries, and suitable visualizations based on your data.
Can you analyze my lead or CRM data?
Yes. I can analyze lead performance, conversion trends, follow-up gaps, and other useful patterns and present the findings in an easy-to-understand report.
Can you handle sensitive or confidential data?
Yes. I will handle your data professionally and maintain confidentiality. I can also work under an NDA if required.

