Excel CRM/Lead Management Creation
Budget: $250 – $750 AUD
I'm looking for an experienced Excel expert to create a comprehensive CRM and lead management system tailored to my needs.
Key Requirements:
- Track customer information and sales pipeline
- Manage customer interactions with:
- Notes section
- Automated follow-ups
- Email integration
- Generate reports on:
- Sales performance
- Lead conversion rate
Ideal Skills & Experience:
- Advanced proficiency in Excel
- Experience in building CRMs in Excel
- Strong understanding of sales and lead management processes
- Ability to create automated systems within Excel
- Excellent organizational skills
Key Requirements:
- Track customer information and sales pipeline
- Manage customer interactions with:
- Notes section
- Automated follow-ups
- Email integration
- Generate reports on:
- Sales performance
- Lead conversion rate
Ideal Skills & Experience:
- Advanced proficiency in Excel
- Experience in building CRMs in Excel
- Strong understanding of sales and lead management processes
- Ability to create automated systems within Excel
- Excellent organizational skills
Related categories:
PHP
Excel
Microsoft Access
CRM
Excel Macros
Sales Management
Data Analysis
Automation
Data Management