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Create CRM in an Excel spreadsheet

$10-30 USD

In Progress
Posted 6 months ago

$10-30 USD

Paid on delivery
I'm looking for a freelancer to create an Excel spreadsheet in Portuguese (Brazil) that works as a CRM for my business. The specific features I need in CRM include contact management, sales pipeline tracking, and task management. The most important feature for me is traceability. I need the spreadsheet to have access control, to have a dashboard so that directors can monitor the performance of the areas and for it to be easy for employees to handle customer data. I don't have any existing data that needs to be imported into the CRM, so we'll start from scratch. There will be more than 10 users who will need access to the CRM. Ideal skills and experience for this job include strong attention to detail, ability to follow specific project requirements in a SHORT timeframe, proficiency in Excel, experience designing and developing CRM systems, and ability to create a user-friendly interface
Project ID: 37470626

About the project

15 proposals
Remote project
Active 6 mos ago

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Hi there! My name is Meherun Nesa, founder of Trusted Hand Service and professional writer, proofreader, data entry specialist. I understand you are looking for a freelancer to create an Excel spreadsheet in Portuguese (Brazil) that works as a CRM for your business. With more than 10 users who will need access to the system, I believe I am the perfect fit for this project. My team and I have extensive experience in working on projects like this. We have the expertise needed to create a user-friendly interface that is adaptable to your specific needs while also providing traceability necessary for your business needs. Additionally, we offer unlimited revisions at no extra charge so that you are satisfied with the end result quickly and without any delay. We are here for your satisfaction; please feel free to reach out if you have any questions or would like more information about our services.
$20 USD in 1 day
4.5 (19 reviews)
4.4
4.4
15 freelancers are bidding on average $23 USD for this job
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Hello. I read your requirement i will do that. Please come on chat we will discuss more about this. I will waiting your reply.
$30 USD in 1 day
5.0 (13 reviews)
3.9
3.9
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Hi, Thank you for the detailed description. I would like to share the initial CRM with you and discuss how to improve the file and customize it. I can arrange a data access form for directors to monitor performance and other employees to manage customer data. I have over 4 years of experience as a data analyst. I worked for financial companies where I created many reports, dashboards and excel tools using advanced formulas, power query, vba and data model. I would really appreciate for the cooperation. Best Regards,
$30 USD in 5 days
5.0 (6 reviews)
3.6
3.6
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Hi There, I have 9+ years of experience in PHP/MySQL, Laravel, CakePHP, Codeigniter, CorePHP, Yii, and Zend. Also, have a good eye for UI/UX, and design, My skills include configuration and setup, design, development, customization, API integration, building APIs, working with third-party APIs, conducting tests, developing and improving internal systems, and maintaining and improving existing systems. I am also proficient with Angular and React.js. My Development Expertise: PHP, HTML, CSS, javascript/jquery, APIS integration, WordPress, Magento, Prestashop, Joomla, CakePHP, Codeigniter, Yii, Laravel, and MYSQL for handling database operations. Designing Expertise • CSS3, HTML5, XHTML, XML, JScript, jQuery, jQuery Parallax, Ajax, Twitter Bootstrap, Web 2.0 styles, Table-less CSS designs, HMVC & MVC Design Patterns, etc. **Moreover Please Initiate an online Discussion (Chat/Call) so that I can give you the best results as per your requirement. Warm Regards
$20 USD in 7 days
5.0 (1 review)
3.0
3.0
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Hello Dear, I'm confident that I can help you create an Excel spreadsheet in Portuguese (Brazil) that works as a CRM for your business. With my experience in Excel and CRM systems, I can provide the necessary expertise to build a user-friendly system that meets your needs. Specifically, I have the necessary skills to design an interface that is easy for users to use and understand, as well as access control mechanisms to keep sensitive data secure. Additionally, I have experience working with Portuguese (Brazil), which would be important for this project since you need the system to support the language. I'm excited to hear from you and discuss how we can make this project happen! Please feel free to contact me if you have any questions or would like more information about my services. Best Regards Syed Mohsin Ali
$20 USD in 7 days
5.0 (5 reviews)
2.8
2.8
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Hi I understand you are looking for a freelancer to create an Excel spreadsheet in Portuguese (Brazil) that works as a CRM for your business. Specifically, I need to create contact management features such as contact records, sales pipeline tracking, and task management. I also need access control so directors can monitor performance of areas without risking confidential data loss. Additionally, I need a dashboard so employees can easily view performance metrics of the areas without any hassle.. I believe I am the best fit for this project due to my extensive experience in Excel and web development as well as proficiency in other Microsoft products such as Word, PowerPoint, PDF and MS Office which will be necessary for setting up the system.. If you give me the chance to work on this project please feel free to reach out to me directly with any additional questions or concerns..
$15 USD in 1 day
3.9 (9 reviews)
2.8
2.8
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Hi , I will summarize all the lectures and provide you with clear, concise notes. I am a Ph.D. writer with 5 years of experience. I’ve worked on several similar projects compiling presentation slides and lecture notes into a single set of notes. I can deliver quality notes to tight deadlines.
$10 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Data Entry, Data Mining, Web Research, B2b Lead Generation, LinkedIn Lead Generation, Sales Lead, Copy Paste, Typing, Email List Building, Formatting, Google Sheet, CRM I read your job description very carefully. I'm here to help you to promote your business with 100% satisfaction. I'll provide you with fast and reliable service and aim to provide the best services possible to my clients. So, I can confidently complete your project within time. Thank You.
$30 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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I'm well-versed in Excel and capable of creating a comprehensive CRM in Portuguese (Brazil) that meets your specific needs. I prioritize traceability, access control, and a user-friendly interface, ensuring seamless contact management, sales tracking, and task handling. With experience in CRM development and attention to detail, I'll craft a dashboard for directors' oversight while enabling easy handling of customer data for employees. Let's discuss your requirements further to ensure a timely and tailored solution. Best regards,
$30 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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Hello! My name is Asad and I'm a data maestro dedicated to providing quality work and 24/7 availability through freelancer messenger. I have more than 10 years of experience in the field of data analysis and design, making me the perfect person for this project. With my expertise in Excel, I'm confident that I can create an Excel spreadsheet in Portuguese (Brazil) that works as a CRM system for your business. I understand exactly what kind of system you need - traceability, access control, user dashboard so that directors can monitor performance of areas, easy handling of customer data by employees. Additionally, I don't anticipate any existing data that needs to be imported into the system. We'll start from scratch and build the system accordingly. I believe I am the perfect fit for this project due to my strong attention to detail, ability to follow specific project requirements in a SHORT timeframe as well as proficiency in Excel. If you feel that this is something that you would like me to take on please do not hesitate to reach out so we can discuss further! Thank you for your time!
$20 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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Greetings sir, I have been working with several companies outside this freelance site as a Chartered accountant, Microsoft Excel, and VBA specialist. I plead that you give me this opportunity to show you how good I can be at handling a task like this. Please check my portfolio, you will see the wonders my hands have worked for both medium and large companies.
$20 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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I'm applying for a freelancer to develop an Excel spreadsheet CRM in Portuguese (Brazil) tailored for my business needs. The proposed solution will encompass essential features such as contact management, sales pipeline tracking, and task management to enhance organizational efficiency
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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I hope this message finds you well. I am writing to express my interest in your project for developing an Excel-based CRM system tailored to the needs of your business. I have carefully reviewed your requirements for a CRM system that includes contact management, sales pipeline tracking, task management, traceability, access control, and a user-friendly dashboard. With my strong attention to detail and expertise in Excel, VBA, and CRM development, I am confident in delivering a solution that meets your specific needs. Proven experience in Excel, VBA, and CRM development. Strong attention to detail and ability to adhere to project requirements. Track record of delivering projects within tight timeframes. Commitment to creating a user-friendly interface for seamless navigation. I am excited about the opportunity to collaborate on this project. If you find my proposal aligning with your vision, I would be happy to discuss the project further in a meeting at your convenience. Thank you for considering my proposal. I look forward to the possibility of working together. Best regards, Shiva Rawat +91 7986420724
$25 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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I'm looking to hire a freelancer for a data entry job that I need done as soon as possible. The type of data I require entered is text data, and I do have existing data sets that need to be entered. I would like whoever takes on the job to complete it within 2-4 days. Accuracy is a must, and I'm looking for someone who is available to start immediately and provide the job in a timely manner.
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of BRAZIL
São Paulo, Brazil
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Member since Nov 24, 2023

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