Create a basic crm database on excel
Budget: $30 – $250 AUD
Project Title: Create a basic patient CRM database on Excel using forms
Overview:
I am looking for a freelancer to create a basic patient CRM database on Excel. The database will primarily focus on storing and retrieval of patient data, contact management, and I will need a recall feature for when patient’s are due for their procedure again and will include specific design preferences that I have.
Specific Features:
- Contact management: The CRM should allow me to store and manage contact information for my clients and prospects.
- Sales tracking: It should have the capability to track sales activities, such as deals closed, revenue generated, and pipeline management.
- Task management: The CRM should include a task management system to help me stay organized and track my progress on various tasks and projects.
Design Preferences:
- I have specific design preferences for the CRM layout and design.
- The freelancer will need to incorporate my design preferences into the CRM to ensure it aligns with my brand and visual style.
Data Input:
- I will provide all the necessary data for the CRM.
- The freelancer will not be responsible for inputting the data, but rather for setting up the database structure and ensuring it is ready to receive the data I provide.
Ideal Skills and Experience:
- Advanced Excel skills: The freelancer should have extensive experience working with Excel, including creating databases and utilizing advanced functions and formulas.
- CRM expertise: Knowledge and experience in designing and building CRM systems will
Overview:
I am looking for a freelancer to create a basic patient CRM database on Excel. The database will primarily focus on storing and retrieval of patient data, contact management, and I will need a recall feature for when patient’s are due for their procedure again and will include specific design preferences that I have.
Specific Features:
- Contact management: The CRM should allow me to store and manage contact information for my clients and prospects.
- Sales tracking: It should have the capability to track sales activities, such as deals closed, revenue generated, and pipeline management.
- Task management: The CRM should include a task management system to help me stay organized and track my progress on various tasks and projects.
Design Preferences:
- I have specific design preferences for the CRM layout and design.
- The freelancer will need to incorporate my design preferences into the CRM to ensure it aligns with my brand and visual style.
Data Input:
- I will provide all the necessary data for the CRM.
- The freelancer will not be responsible for inputting the data, but rather for setting up the database structure and ensuring it is ready to receive the data I provide.
Ideal Skills and Experience:
- Advanced Excel skills: The freelancer should have extensive experience working with Excel, including creating databases and utilizing advanced functions and formulas.
- CRM expertise: Knowledge and experience in designing and building CRM systems will