I will create an excel CRM customer management and sales tracking system

Nigeria

I speak English, Yoruba, French

12 orders completed

Excel and Google Workspace Specialist, Business Operations Support

Hi, I'm Philip, an Excel & Google Workspace specialist helping businesses organize data and streamline daily operations. I specialize in Excel data cleaning, formulas, PivotTables, dashboards, reporti...
About this Gig

NEED A PROFESSIONAL EXCEL CRM TO MANAGE YOUR CUSTOMERS, LEADS, SALES, AND FOLLOW-UPS?


I will create a customized Excel CRM or CRM spreadsheet designed around your business needs. Whether you need a simple customer database, an excel sales tracker, or a complete CRM system, I can build an organized, easy-to-use solution.


What I can create:


  • Excel CRM & CRM spreadsheet
  • Customer database & contact management
  • Lead and sales tracking
  • Excel sales tracker
  • Follow-up management
  • Data cleaning & standardization
  • CRM cleanup & duplicate removal
  • Dropdowns & data validation
  • Excel formulas & automated calculations
  • Sales reports & KPI summaries
  • Professional Excel dashboards


If you already have an existing spreadsheet, I can perform crm cleanup, organize your records, remove duplicates, standardize information, and transform your data into a more functional CRM spreadsheet.


I focus on accuracy, organization, usability, and professional presentation. Every customer database and Excel CRM is structured to make your business information easier to manage and track.


Message me before ordering if you have a large or customized CRM project.

Technology:

Excel

Google Sheets

Power BI

SQL

Salesforce

Industry:

Financial services & business

Marketing & advertising

Data type:

Numeric

String

Date

Phone

Currency

My Portfolio