I will excel CRM with sales and client tracking dashboard
Excel Dashboards ! Accounting ! Data Analysis ! Business Plans
About this Gig
Still juggling client details across sticky notes and messy spreadsheets?
Whether you're a freelancer, small business owner, sales manager, or startup I'll build you a clean, custom Excel CRM that fits exactly how your business works.
WHAT YOU GET:
Client & lead tracker with status and priority
Sales pipeline from first contact to closed deal
Dashboard with revenue, conversion rate and KPIs
Dropdowns, colour-coded flags and follow-up alerts
Team or rep performance tracking (Premium)
Macro automation for repetitive tasks (Premium)
WHY CLIENTS CHOOSE ME:
Built from scratch not a recycled template
Easy to use with no Excel expertise needed
Fast delivery, clear communication, revisions included
You own the file no subscriptions or software fees
PERFECT FOR:
Freelancers managing multiple clients
Small businesses replacing manual tracking
Sales teams who need pipeline visibility
Startups building their first CRM system
Not sure which package fits? Message me before ordering I'll point you in the right direction. I respond within a few hours.
Technology:
Excel
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Google Sheets
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Python
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RStudio
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VBA
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Other
Other Data Processing Services I Offer
FAQ
Do I need Microsoft Excel or can I use Google Sheets?
I build primarily in Microsoft Excel (2013 or later). If you need a Google Sheets version, mention it before ordering and I'll confirm compatibility — most features work in bothNo, I only work with Ms. Excel for Windows.
Will you customise it to match the way my business works?
Yes — that's the whole point. Every CRM is built from scratch around your workflow, your terminology, and your data. I'll ask you a few questions before I start so the end result fits perfectly.
Can it track sales pipeline stages?
Yes, I can create fully customizable pipeline stages.
I'm not good with Excel — will I actually be able to use this?
Absolutely. I design everything so that no Excel knowledge is required to use it day-to-day. You'll also receive a short instruction guide explaining how to add records, update statuses and read the dashboard.
Do you offer automation?
Yes, advanced automation is included in Premium.
Can the CRM handle a large number of clients or records?
Yes — the system is built to handle hundreds or thousands of records without performance issues, depending on your version of Excel. I'll also build in smart filtering so it stays easy to navigate as it grows.
What if my needs don't fit exactly into one of the packages?
Send me a message before ordering. I offer custom quotes for anything outside the standard packages — just describe what you need and I'll come back with a fair price and timeline.
What do you need from me to get started?
Just a brief description of how you currently track clients, what information you want to capture, and any specific features you need. I'll take it from there.
3 reviews for this Gig
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| (1) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
B blw10011001

Canada
A real Pro, with a business sense!
$50-$100
Price
8 days
Duration
Helpful?B benjaminmuoz189

Mexico
I'll love a cooler design but it's good
$50-$100
Price
6 days
Duration
Helpful?J jrawls1989

United States
Great Job
Helpful?
3 reviews for this Gig
| (2) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
B blw10011001

Canada
A real Pro, with a business sense!
$50-$100
Price
8 days
Duration
Helpful?B benjaminmuoz189

Mexico
I'll love a cooler design but it's good
$50-$100
Price
6 days
Duration
Helpful?J jrawls1989

United States
Great Job
Helpful?
