Excel CRM/Lead Management Creation

Job ID: 40478760

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