Creation of a CRM system in Excel

Good night! It's not a problem to create such a table in Excel, but in my opinion, it's better to do it based on Google Sheets. And here's why: if I understood correctly, each file is a separate delivery, and based on such files, a general table can be created for financial analysis over a certain period; there is the possibility to store photos in the cells, so they don't need to be stored separately; I can link a Telegram bot, but honestly, I don't quite understand the point of that, as well as the use of forms. Feel free to reach out, I will execute according to your needs quickly and efficiently!

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The specified business processes are reflected in more than a hundred different tables. Trying to automate the tables means significantly simplifying and roughening the reflection of the business processes and accounting. This is outdated. Who will remember the purpose of all the tables and the connections between them? The developer? Or will he write dozens of pages of descriptions and diagrams? Is that realistic?
Now automation can be implemented using modern software products, for example, BAS Small Business. In the program, you work with business objects: lead card, product and client card, documents, and reports. This software implements everything you mentioned, as well as cash flow planning, built-in email, integration with payment systems, and if necessary, with government reporting systems, it has web access and much more. I can help you acquire and implement it into your work.

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Good day. I have extensive experience working as a financial manager. I will create the necessary file and set up the formulas. Further support for this file is possible.
Feel free to message me privately. We will discuss everything.

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Good day!
I have significant experience in developing effective and user-friendly business spreadsheets. My projects are characterized by functionality and automation, which helps streamline workflows.
I will create a spreadsheet with the described tabs and columns, with possible automatic data pulling, dropdown lists, and formulas.
I suggest splitting the Financial Accounting tab into 2 important reports: P&L and Cashflow. With these reports, you will see both the cash flow across accounts and profit/loss from month to month.
Here is an example of execution, this is a link to the template overview:
https://docs.google.com/document/d/1XUzRCkXTpgBZaWgB9ycw7plCmcjSFur_O7OTAslgrNc
I note the price for the basic template, I am ready to consider possible refinements according to your unique requirements.
In the future, I will assist you with your spreadsheet in maintenance and improvement.

… Write to me and we will discuss all the nuances of cooperation.

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Good day)
I suggest creating a Google spreadsheet, it's more automated there, I have experience with such spreadsheets, you can view examples in my profile.
I want to help you)

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Good evening, Rulan!
There is a suggestion to do it not in Excel, but in Google Sheets - then it will work in the cloud and you can work from anywhere. And in general - it would be better to create a small "wrapper" with a web interface - then it would be possible to work even from mobile devices.

Please write to me - I can provide a similar CRM for testing.

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Good day, Ruslan. There are similar developments, but each project has its own private features. I have a professional understanding of financial accounting. I will propose an optimal solution. The price depends on the final technical specification. Please contact me.

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Good day, we will help you figure out whether a table or another solution is needed, we will set it up and teach you how to use all the functionality. (Estimated cost)

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Good day!
Excel is probably not a very convenient solution. It is believed that it will be convenient at first, but the more data there is, the harder it will be to manage.
If you need a local solution, I would recommend doing it in Access; with proper design, all analytics can be done using SQL queries.
If you need a network solution, it might be better to choose some ready-made solutions available on the market for your project and then use visualization, for example, in Google Data Studio.

I can do it in Excel if that is essential for you.
Feel free to reach out.

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The cost and execution time are indicated approximately, based on the following data:
- We only use Google tools (for free)
- Information about business transactions is entered using Google Forms (to ensure the display of the product's image uploaded to Google Drive)
- Information on products (stocks), income/expenses, and orders is organized on separate sheets

Entering information on transactions can also be implemented without Google Forms, but then for the further correct operation of the table, images will need to be manually uploaded to Google Drive and links to them copied/pasted into the corresponding cell. Because simple copy-pasting an image into the table (whether Excel or Google) does not add it to a specific cell, but inserts it as an object on top.

If necessary, it will also be possible to implement the display of the status of settlements with suppliers and customers for a specific period (which can be selected).

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