Merge Excel & Word Into CRM

Job ID: 39789631

Budget: ₹400 – ₹750 INR

I have dozens of Excel spreadsheets and Word tables, each built at different times with different headers. I need every record merged into a single, clean database that acts like a lightweight CRM focused on customer information. Once the data is consolidated, the system must let me store and easily search contact details (name, phone, email, address, social links, etc.) alongside each customer’s stated preferences.

Key workflow elements I rely on today—currently handled with sticky-notes and email calendars—have to live inside the new CRM:

• Automated follow-ups triggered by dates I set (e.g., one week after initial contact).
• A place to log manual follow-up notes so I can see the history at a glance.
• Reminders that surface upcoming calls or emails before they slip through the cracks.
• A quick “Verified” toggle so I can mark records that have been confirmed as accurate.

Beyond those essentials, I just need a simple interface: list view, basic filters, and the ability to import fresh Excel/Word files later without breaking the field mapping. I’m open on the technology—Access, Airtable, Google Sheets with App Script, a lightweight web app in Python/Flask, or another solution you’re comfortable maintaining—so long as it:

1. Imports my existing files, reconciling mismatched headers and deduplicating contacts.
2. Keeps all information in one place with reliable search.
3. Delivers the follow-up automation, manual logging, reminders and verified flag exactly as described.

Hand-off will be complete when I can open the system, see every customer from the source files, schedule or receive a follow-up notification, and mark a contact as verified. If you can demo those functions on a sample data set, I’ll know everything is ready for production.