I will excel CRM with sales and client tracking dashboard

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.

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.

Yes, I can create fully customizable pipeline stages.

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.

Yes, advanced automation is included in Premium.

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.

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.

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.