I will create a custom excel CRM and customer management system

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pedro_aguilar92
P
pedro_aguilar92
Pedro Aguilar
create a custom excel CRM and customer management system
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create a custom excel CRM and customer management system

About this gig

Need a simple and practical way to organize your customers, sales opportunities, and follow-ups?

I will create a custom Excel CRM and customer management system tailored to your business needs.

Your CRM can include:

Customer and contact management

Products or services tracking

Customer status management

Estimated opportunity values

Follow-up dates and automatic status indicators

Notes and customer history

Interactive Excel dashboard

KPIs and business indicators

Custom business settings and dropdown lists

Depending on your package, I can customize the CRM with your business name, services, customer statuses, dashboard, and workflow requirements.

The system is designed to be clean, practical, and easy to use directly in Microsoft Excel, without requiring complex CRM software.

English and Spanish versions are available.

Please contact me before ordering if you need additional features or a more advanced custom solution.

  • Tool

    • Excel

  • Chart type

    • KPI
    • Bar chart
    • Analytics
    • Interactive

Get to know Pedro Aguilar

Pedro Aguilar

Excel Systems and Business Automation

  • FromGuatemala
  • Member sinceAug 2026
  • Avg. response time1 hour

  • Languages

    Spanish, English
I create practical Excel systems designed to help small businesses organize their daily operations. I focus on building easy-to-use solutions for customer management, sales tracking, follow-ups, dashboards, and business organization. My goal is to deliver clean, functional, and customizable Excel tools that solve real business needs.

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