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Excel CRM with Sales & Task Mgmt

₹1500-12500 INR

Closed
Posted 13 days ago

₹1500-12500 INR

Paid on delivery
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.
Project ID: 38010603

About the project

16 proposals
Remote project
Active 10 days ago

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16 freelancers are bidding on average ₹9,325 INR for this job
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Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep
₹9,000 INR in 3 days
4.9 (669 reviews)
8.7
8.7
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Hi There Nice to know your requirement. I have delivered more than Two Hundred Excel Automation Projects in the past five years. Can discuss and work with you to get this task done. Thank you. Durai
₹17,000 INR in 7 days
5.0 (192 reviews)
7.0
7.0
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Hello, My name is Carlos, and I am an Excel expert with substantial experience in creating customized solutions tailored to business needs. I understand that you are looking for a professional to develop a CRM system in Excel, focusing on sales tracking and task management, designed specifically for a small team. Key Features of Your Custom CRM: 1. Sales Tracking: • Functionality: Robust tracking capabilities that allow you to monitor sales data, analyze performance trends, and forecast future sales using advanced Excel formulas. • Reports: Customizable dashboards and visual representations of sales metrics to provide clear insights into business performance. 2. Task Management: • Interface: An intuitive task management section within the CRM where you can add, prioritize, and track daily activities. • Customization: Ability to categorize tasks by priority, deadlines, and status updates to keep your team organized and focused. I am ready to begin work on your project immediately, with a commitment to deliver a high-quality, efficient, and user-friendly CRM system that will enhance your sales management and task organization. Thank you for considering my proposal. I am looking forward to the possibility of working together and contributing to the efficiency of your business operations. Best regards, Carlos
₹6,700 INR in 7 days
5.0 (2 reviews)
3.4
3.4
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Hi Pintu! How are you doing? I am an experienced Excel developer specializing in creating custom CRM systems. For your project, I will design a comprehensive solution tailored to your sales tracking and task management needs. With proficiency in Excel and a track record of developing CRM systems, I ensure a user-friendly interface and efficient data management. Please initiate the chat for further discussions and my previous work. Thank you.
₹12,500 INR in 7 days
3.6 (8 reviews)
4.3
4.3
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Hello Sir/Ma'am, We've come across your project brief and are eager to collaborate with you to achieve your project objectives. RoundWeb Infotech is a dynamic and agile tech firm based in India. Our team is highly skilled and dedicated to delivering top-notch services. We are confident that our comprehensive range of services will effectively address your business needs and exceed your expectations. With over 10 years of successful experience, our pro-experts specialize in design, development, and various IT solutions. We ensure 100% client satisfaction through multiple iterations and unlimited revisions. Our team comprises industry experts proficient in: • Over 20 popular programming technologies and 30 frameworks • Website/CMS/Mobile app development • Graphic design, brand identity, and custom user interface design Are there any details you would like to discuss with us? Please feel free to connect with us via chat to discuss your goals for this project in detail so we can immediately start working on your project! We look forward to potentially contributing to your project and enhancing your business assets. Best Regards, Team at RoundWeb Infotech https://www.freelancer.com/u/akhilkanaujiya98
₹12,500 INR in 15 days
4.6 (5 reviews)
3.0
3.0
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I've a strong grip on sales tracking and task management through my experience in developing and managing intricate data projects. My proficiency in Excel extends well beyond basic formulas, enabling me to meet your requirement for a robust CRM system. I can create complex equations that precisely forecast future sales and skillfully sort tasks according to priority, streamlining your workflow. Furthermore, I take great pride in excelling in areas of data management and error prevention, which strongly aligns with your need for an error-free and user-friendly CRM. Your team's small size is a strength that allows me to tailor the CRM system directly to your specific needs - something that simply isn't possible with larger-scale projects. Finally, my dedication to timely delivery and customer satisfaction dovetails perfectly with your project's goals. I appreciate the value of a well-managed schedule and its impact on productivity and ultimately, profits. I am confident that my focus on excellence, precision, and problem-solving will make a significant positive impact on your business with this project. Let's collaborate for a seamless experience!
₹7,000 INR in 7 days
5.0 (2 reviews)
1.9
1.9
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Hello Sir/Ma'am, We've come across your project brief and are eager to collaborate with you to achieve your project objectives. GlobalGeek Infotech is a dynamic and agile tech firm based in India. Our team is highly skilled and dedicated to delivering top-notch services. We are confident that our comprehensive range of services will effectively address your business needs and exceed your expectations. With over 10 years of successful experience, our pro-experts specialize in design, development, and various IT solutions. We ensure 100% client satisfaction through multiple iterations and unlimited revisions. Our team comprises industry experts proficient in: • Over 20 popular programming technologies and 30 frameworks • Website/CMS/Mobile app development • Graphic design, brand identity, and custom user interface design Are there any details you would like to discuss with us? Please feel free to connect with us via chat to discuss your goals for this project in detail so we can immediately start working on your project! We look forward to potentially contributing to your project and enhancing your business assets. Best Regards, Team at GlobalGeek Infotech
₹25,000 INR in 15 days
5.0 (2 reviews)
1.2
1.2
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I hope you can haire me because i am a data entry and excel expert, i will do my best Thank you??
₹1,500 INR in 10 days
0.0 (0 reviews)
0.0
0.0
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Hello Sir/Madam My self Radhakanta Jena.I was working as an accountant form 8year in different companies I'm export in tally,ms word, ms Excel
₹7,000 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello sir i Saw your job request . It's turned on my interest for your job. Can you explain me more do you like
₹7,000 INR in 5 days
0.0 (0 reviews)
0.0
0.0
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Dear Hiring Manager, I am excited to apply for the Excel CRM with Sales & Task Management position. With a proven track record in Excel proficiency and experience in CRM and task management, I am confident in my ability to streamline processes and drive sales success. Thank you for considering my application. Sincerely, Joshua
₹7,000 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello. I am Garik Ovoyan, the founder of the B2B Development Company in Armenia as a gold partner of the Bitrix24 system in both the ".ru" and ".com" zones. We have a strong background experience with Bitrix24, Hubspot, Zoho CRM systems starting from Implementation, coding to providing comprehensive technical support. With 6 years of our expertise and experience, I believe we can help you organizing your needs connected with CRM integration. I would like to kindly suggest arranging an online meeting to discuss further details about the project and subscription and explore how we can collaborate effectively. I look forward to fostering beneficial and successful cooperation. Best Regards, Garik
₹7,000 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello, my name is Vipin Panchal, and for the last five years, I've been automating MSME businesses, integrating WhatsApp and email with Google Scripts. In addition to this, I have created automated systems for various businesses, enabling business owners to live-monitor inventory, sales, orders, task reporting, and more.
₹7,000 INR in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of INDIA
Patna, India
5.0
6
Payment method verified
Member since Feb 15, 2024

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