CRM system in Excel (Light version) for managing clients and deals
Project description:
I developed a convenient and functional CRM system in Excel that allows for tracking clients, controlling deals, and analyzing financial indicators.
Main features:
Client database – storing contacts and deal history.
Deal statuses – "New", "In Progress", "Closed" with automatic counting.
Financial analysis – total deal amount, active and completed deals.
Dashboard – interactive charts and pivot tables for analytics.
Conditional formatting – color highlighting of statuses for quick analysis.
Possible improvements:
Adding VBA macros for process automation.
Integration with Google Sheets or Power BI for advanced analysis.
Automatic report generation by periods.
An ideal solution for small and medium-sized businesses that replaces complex and expensive CRM systems.
Ready to develop a similar solution tailored to your needs!
Project description:
I developed a convenient and functional CRM system in Excel that allows for tracking clients, controlling deals, and analyzing financial indicators.
Main features:
Client database – storing contacts and deal history.
Deal statuses – "New", "In Progress", "Closed" with automatic counting.
Financial analysis – total deal amount, active and completed deals.
Dashboard – interactive charts and pivot tables for analytics.
Conditional formatting – color highlighting of statuses for quick analysis.
Possible improvements:
Adding VBA macros for process automation.
Integration with Google Sheets or Power BI for advanced analysis.
Automatic report generation by periods.
An ideal solution for small and medium-sized businesses that replaces complex and expensive CRM systems.
Ready to develop a similar solution tailored to your needs!