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English
$
USD
I will create a simple excel or google sheets CRM for your small business
Excel and Google Sheets, Administrative Support
I have experience in executive administrative support and document organization. I help professionals and small businesses create and organize Excel spreadsheets, Google Sheets, trackers, and administ...
About this Gig
Need a simple way to manage your clients and sales activities?
I create custom, editable mini-CRM systems in Excel or Google Sheets for freelancers, professionals and small businesses.
CHOOSE YOUR PACKAGE:
- BASIC ($50): 1 sheet for contacts, statuses, dropdowns and basic formulas.
- STANDARD ($100): Up to 3 sheets for contacts, sales tracking and follow-ups.
- PREMIUM ($180): Up to 4 sheets, including a dashboard with automatic summaries.
Each CRM is organized around your agreed workflow, with clear formatting and easy-to-use features.
One file format per order. Bulk data entry, macros, scripts, email notifications and external integrations are not included.
Please contact me before ordering to discuss your requirements. I mainly communicate in Italian.
SERVIZIO IN ITALIANO
Creo mini-CRM personalizzati in Excel o Google Fogli per organizzare clienti, contatti, trattative e ricontatti.
File modificabili, formule, menu a tendina e riepiloghi in base al pacchetto scelto.
Scrivimi prima dell'ordine per concordare le funzionalità.
Platform:
Excel
•
Google Sheets
Development technology:
Excel
Expertise:
Formatting
•
Formulas
•
Functions
•
Dashboard
•
Data validation
FAQ
Can the CRM be customized for my business?
Yes. I can customize the columns, contact statuses, dropdowns and layout according to your needs and the selected package.
What is the difference between the packages?
Basic includes 1 sheet for contacts. Standard includes up to 3 sheets for contacts, sales tracking and follow-ups. Premium includes up to 4 sheets with a summary dashboard.
Do I need special CRM software?
No. You only need Excel or Google Sheets. Your CRM will be delivered in one of these formats, as agreed before the order.
Can you import my existing customer list?
I can review your existing file and assess the work required. Bulk data entry and large imports are not included in the packages and require a separate quote.
Does the CRM include automatic reminders?
The CRM can visually highlight follow-up dates and show upcoming activities. Automatic emails, external notifications and integrations are not included.
What information do you need to start?
Please describe your workflow, required contact fields, sales stages, follow-up needs and preferred file format. Use fictional or anonymized examples when possible.
