Build Advanced Excel-Based CRM with Automation, Scheduling, and Project Phases

CORE SYSTEM FEATURES
• Full CRM-style architecture: company → project → site → task → personnel
• Auto FSR/ASP assignment engine with:
• Region + availability + skill matching
• Manual override option
• Multi-company/project support (you can use this for your current company or go independent)
• Personnel lifecycle tracking from sales → scheduling → execution → handover
• RMA + Work Order (WO/WOP) tracking

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AUTOMATION + INTERFACE
• Excel VBA/macros automation for:
• Assignments
• Schedule population
• Status updates
• Interactive buttons for actions (e.g., assign, generate report)
• Dashboards with charts, task completion % and assignments
• Dropdowns for clean inputs and status tags

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OPTIONAL INTEGRATIONS & PHASES
• Transcription capability for meeting voice notes
• Email, chat log, or alert features for collaboration
• SAP integration-ready architecture (optional future phase)
• Printable PDFs, reports, and work orders
• Works with pre-existing weekly schedules (like John’s Excel)
• Handles projects already in progress (e.g., L3–L6 stages)

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COLLABORATION + CONSULTING OPTIONS
• Design assumes:
• Scheduler may own final personnel assignments
• PM has visibility but can auto-assign as a backup
• FSRs see their task list via filtered views
• Designed so you can use it as a consultant or independent PM, separate from your current company

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FOR THE DEVELOPER
• Clear deliverables
• Timeline (5–7 days)
• Required expertise (Excel VBA, dashboards, automation, CRM logic)
• Scalability for future use or external companies