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Create a CRM interface in Excel

$30-250 USD

In Progress
Posted over 4 years ago

$30-250 USD

Paid on delivery
Must be familiar with CRM programs. Build a CRM interface in Excel to call up, display, and edit existing contact data one at a time (with drop-down lists for some entries), create new contacts w/date stamp. Add and edit date and time stamped user notes, add pictures and other documents such as PDFs to each contact. The current Excel database has 90 columns and 14,882 rows and is about 10MB file size. Sample of our current interface is attached.
Project ID: 22435892

About the project

15 proposals
Remote project
Active 4 yrs ago

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Hey, I saw your requirement for crm expert. I can help you build the same on excel. I have more than 10 years of experience in this domain and have helped many clients post completion of my mba.
$111 USD in 2 days
5.0 (3 reviews)
3.8
3.8
15 freelancers are bidding on average $141 USD for this job
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Hello, I’m an Excel/VBA expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.
$200 USD in 3 days
4.9 (355 reviews)
7.5
7.5
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Hi there,I am Excel expert from Bosnia & Herzegovina,Europe. I have carefully gone through with your requirements and I would like to help you with this project ! I can start immediately and finish it within the agreed deadline. Check out my profile and former clients feedback - that'll let you know everything about me. Please feel free to contact me so that we can discuss further details. Thank you for taking the time to read my proposal.I am looking forward to hearing from you. Best regards, Miljan
$175 USD in 3 days
4.9 (134 reviews)
7.4
7.4
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"""I am an Excel Expert with Professional experience working with Excel both with Formulas and Macro. Working with complicated formula and Developing Macro programs are part and parcel of my daily work. Completed more than 290+ jobs on Freelancer majority of which was 5 star work. I understand the value of deadline and do not compromise on quality. I believe I can do a great work for you and ensure your complete Satisfaction. I am a Business (MBA) Graduate with major in Finance and MARKETING along with 5 years of experience in different analytical roles. Currently I am working for a MNC as an B2B Analyst Manager.I believe I can do a fantastic work for you if you provide me the opportunity. """
$140 USD in 7 days
4.9 (256 reviews)
7.0
7.0
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Hi, I can do your project. I am financial experts, and a guru in Excel with extensive knowledge and expertise in advanced formulas, Pivot Tables, Tables, and Visual Basic Application including preparation of graphical and visualisation reports dynamic dashboards, and charts. I deal with exporting databases to and vice versa (+ automation with VBA). My modules allow to fill and validate information on forms (with drop-down list ) and to add them in structured tables and build-in reports. Furthermore, I have experience in accounting, financial statements, consolidating, forecasting, budgeting, costing, cash flow, multi-currency, long term debts, including collections, payments, inventory, bill of materials, taxation and bank reconciliation. With these skills, I prepare dynamic & designed reports and dashboards, for pitch decks, business plans, due diligence, financial modules, feasibility studies, and financial projections with scenarios and charts.
$250 USD in 3 days
4.9 (90 reviews)
7.1
7.1
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Please review my profile as i have relevant skills and experience required for this project. Kindly send me a message to discuss. Thanks, Asad Khan FixIT Consultancy
$250 USD in 3 days
5.0 (187 reviews)
6.8
6.8
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Hi Hiring manager I have read your all given information in description and i am ready to do various type of work for you and available 24*7*365 for you. 1* I can do Data RESEARCH from any platform for certain subjects. 2* I can create the accurate DATABASE (EMAIL/CONTACTS/PERSONAL INFO etc*. 2* I can properly fill a Google Sheet/EXCEL/WORD. Have good working skills of Excel/PDF. 4* I am Expert in DATA ENTRY and do any kind of that work. 5* I can Find data from INTERNET RESEARCH/ WEB SCRAPING. 6* I can Work as a VIRTUAL ASSISTANT for daily any kind of task. 7* I can work as per client TIME ZONE if they want and provideS 15hrs services in a day. 8* I have 3YRS of good experience of as a VIRTUAL ASSISTANT and done various type of task. 9* I have the excellent skill of SEO/DIGITAL MARKETING/SOCIAL MEDIA MARKETING/MANAGEMENT. 10* I can create MEMES/posting,strategy for increasing likes,followers of social media. 11* I have expertise in WORDPRESS sites creating/product Uploading/WOOCOMMERCE. 12* I have Good skills in SHOPIFY, PRESTASHOP, MAGENTO etc for DROPSHIPPING. 13* I Can Write Optimized SEO friendly impressive articles for BLOG and get 1 rank. 14* I am fast Learner. Grab The instructions from client instantly and implement. 15* I can get 100% results and Give Guaranteed work satisfaction from client instructions. for work i am always available and take the challenges and never say no to work always be ready and be professional in work. thanks
$140 USD in 1 day
4.9 (61 reviews)
6.0
6.0
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Hello! let me helpbyou with your project. I offer high quality and accurate output. To better assess my capability please do see reviews on my previous projects. Thanks! Ken
$111 USD in 3 days
5.0 (30 reviews)
4.6
4.6
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Dear Hiring Manager, After reviewing your job description, it’s clear that you’re looking for a candidate that is extremely familiar with the responsibilities associated with the role, and can perform them confidently. Given these requirements, I am certain that I have the necessary skills to successfully do the job adeptly and perform above expectations. I am an adaptable Software Developer. During the course of my academic career, I also managed to accrue nearly 5 years of work experience. I had the privilege of working for different tech companies in a Software Developer role in my free time, where I learned valuable professional skills such as advanced technology, application development, and emerging technologies. In both my academic and professional life, I have been consistently praised as hard-working by my professors and peers. Whether working on academic, extracurricular, or professional projects, I apply proven teamwork, research, and technical skills. After reviewing my resume, I hope you will agree that I am the type of competent and competitive candidate you are looking for. Thank you for your consideration, and I look forward to hearing from you soon. Sincerely, Siraj Ahmadzai
$127 USD in 7 days
5.0 (3 reviews)
1.8
1.8
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I will be veey grateful. If you can avail me the ji
$155 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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Develop the CRM system using Excel spreadsheet with VBA and Power pivot tables. The system includes panel dashboard do show main informations. Easy maintenance if necessary.
$100 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Good afternoon, I'm a certified CRM implementation specialist with over 10 years's experience in creating client and lead management systems. Since, I am new to Freelancer, I'm willing to do the work for free so that I can establish ratings and a reputation. I graduated from USC in Los Angeles and have developed hundreds of CRM systems. The only requirement is that you confirm you will commit to subscribe to the system I use which is Podio, by Citrix (a Fortune 500, publicly-traded company). The cost for this very easy to use and effective CRM is $25 per month, per user. It can automate processes for you to eliminate manual tasks and help you manage your work in significantly less hours and better organization. You may call me to discuss your specific needs and goals at (561) 602-8230. If I don't answer, please text me. I can most likely complete the project in 3 days after you've specified all your requirements and have given me all information I need (name of fields, etc.) in order to complete the CRM. Thank you, and I look forward to showcasing my CRM skills to help you improve and grow your business. Armando
$30 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Saint Petersburg, United States
5.0
1
Payment method verified
Member since Jul 7, 2019

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