Minimalist Excel-Based CRM Development

I'm in need of a CRM system - initially as a simple Excel format. I'm looking to start basic and then turn it into a comprehensive cloud-based CRM system over time.

Key Features:
CRM system where we can store customer information, identify their circumstances where we can help them with our wide variety of products. Product details insurance, Tax saving products, Real estate, Relocation
- Contact Management: Efficiently store and manage customer information.
- Sales Tracking: Monitor and record sales transactions.
- Task Management: Keep an eye on various tasks and their progress.

Design and Layout:
I prefer a simple and minimalist layout that is easy to navigate.

Reporting Capabilities:
Initially, the system should generate task progress reports.

Skills and Experience:
- Proven experience in creating Excel-based CRM systems is necessary.
- Expertise in contact management, sales tracking, and task management modules.
- A good eye for minimalist design.
- Proficiency in developing comprehensive reporting features.
- knowledge in Canadian tax and insurance industry.