Build a simple, automated Excel spreadsheet to act as a CRM for managing contacts, leads, and sales pipelines in the port infrastructure and logistics sector. Enable easy data population (e.g., via formulas or VBA) for a small startup to track business de
Budget: £250 – £750 GBP
Build a simple, automated Excel spreadsheet to act as a CRM for populating and managing contacts, leads, and sales pipelines in the port infrastructure and logistics sector. Enable easy data population (e.g., via formulas or VBA, API's scraping publiclyavailavle data through e.g. Browse AI or Apify Contact Info Scraper) for a small startup to track business development without costly software.
Scope
Include: Contact tracking, sales stages, basic dashboards, and automation for data import.
Exclude: long-term support
Requirements
Example Data Fields:
UNLOCODE, Name, Email, Phone, Company, Lead Source, Status, Notes.
Features: VBA macros for automation, conditional formatting, export to CSV for AI-scraped data integration.. include Browse AI or similar setup for data scraping specific to contacts.
Compatibility: Microsoft Excel 365, scalable for 100000+ entries, compliant with UAE/UK data privacy laws.
Other: User-friendly interface; provide testing with sample data
Timeline
Start: Immediately
Finish: 14 days
Budget
Max. USD 1,000
Payment: 25% upfront, 50% on delivery, 25% testing and acceptance. Proposals welcome.
Resources:
UNLOCODE list.
Assumptions and Risks
Assumption: Data will be ethically sourced. Risk: Performance with large datasets—optimize with efficient formulas.
Deliverables
List outputs. Example: Final .xlsx file, brief user guide, functionality testing, up to 3 revisions.
Success Criteria:
Intuitive for non-tech users, error-free automation, easy to update.
Scope
Include: Contact tracking, sales stages, basic dashboards, and automation for data import.
Exclude: long-term support
Requirements
Example Data Fields:
UNLOCODE, Name, Email, Phone, Company, Lead Source, Status, Notes.
Features: VBA macros for automation, conditional formatting, export to CSV for AI-scraped data integration.. include Browse AI or similar setup for data scraping specific to contacts.
Compatibility: Microsoft Excel 365, scalable for 100000+ entries, compliant with UAE/UK data privacy laws.
Other: User-friendly interface; provide testing with sample data
Timeline
Start: Immediately
Finish: 14 days
Budget
Max. USD 1,000
Payment: 25% upfront, 50% on delivery, 25% testing and acceptance. Proposals welcome.
Resources:
UNLOCODE list.
Assumptions and Risks
Assumption: Data will be ethically sourced. Risk: Performance with large datasets—optimize with efficient formulas.
Deliverables
List outputs. Example: Final .xlsx file, brief user guide, functionality testing, up to 3 revisions.
Success Criteria:
Intuitive for non-tech users, error-free automation, easy to update.