Excel CRM with Sales & Task Mgmt
Budget: ₹1,500 – ₹12,500 INR
I'm seeking a professional able to create a custom CRM system in Excel for my business.
Key requirements:
- Sales Tracking: I need a system that allows me to monitor sales performance and forecast future sales.
- Task Management: The CRM should have a task management feature to help me organize and prioritize my daily activities.
Additional details:
- The system will be used by a small team of 1-10 users, so it needs to be user-friendly and easy to navigate.
- No integration with other software or platforms is needed at this time, so the focus will be solely on creating a robust, efficient Excel-based CRM.
Ideal skills and experience for this job would include:
- Proficiency in Excel, with a clear understanding of how to create complex formulas and visual representations of data.
- Previous experience in developing CRM systems, particularly with a focus on sales tracking and task management.
- Strong communication skills and an ability to understand and interpret the needs of a small business.
Key requirements:
- Sales Tracking: I need a system that allows me to monitor sales performance and forecast future sales.
- Task Management: The CRM should have a task management feature to help me organize and prioritize my daily activities.
Additional details:
- The system will be used by a small team of 1-10 users, so it needs to be user-friendly and easy to navigate.
- No integration with other software or platforms is needed at this time, so the focus will be solely on creating a robust, efficient Excel-based CRM.
Ideal skills and experience for this job would include:
- Proficiency in Excel, with a clear understanding of how to create complex formulas and visual representations of data.
- Previous experience in developing CRM systems, particularly with a focus on sales tracking and task management.
- Strong communication skills and an ability to understand and interpret the needs of a small business.