How To Create A CRM In Excel
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- Опубліковано 12 чер 2023
- Are you wondering How To Create A CRM In Excel? This step-by-step tutorial explains exactly what you need to do and to include when building it out.
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@properprojectmanagement
Excellent how-to. We are just starting up, we surveyed the entry level CRMs, and just want something for our early days that will have a dashboard and data entry, easy for everyone to come up to speed on quickly. The learning curve and features of many (most?) CRM packages is not needed for early days in the business. Thank you!
You know what … I really appreciate this video. Me and my husband have a construction company and needed some kind of organized CRM software because the season is getting busy. I didn’t really want to pay for a software company that I count quite navigate. So for you to take the time to do this video, saved a lot of time and unnecessary subscriptions. From us to you, we thank you.
Amazing to hear. Thanks and all the best with your construction company!
This video has helped me greatly
Great to hear it :)
This saved me thank you! X
You're welcome!!
Thanks for the effort.
You're very welcome
Very helpful... Thank you
You're welcome!
Thanks for the video! Even if I tried to use Excel as a CRM app, it was never as good as CRM software. I am currently switching to Flowlu, and it boosts my business so much. I mean, I can easily access any information about my leads and clients, observe personal changelogs, integrate email, and even use telephony. BTW, what I like the most is that there is sales pipeline automation. Excel is good, but it won't boost your business as needed.
Thank you, and appreciate your feedback here. Useful for other viewers! I guess it depends on your needs and business.
Very useful video! Thank you for sharing!
My pleasure!
thanks for sharing
My pleasure
Watched it then bought it. Thanks
Enjoy! Thank you.
While cloud based systems are great, I still believe a low tech excel CRM is a good idea. Thanks for sharing.
I agree. You're welcome!
great video. Do you have a spreadsheet that will also keep track of all notes, contacts and activities with a specific person or company so that I could see a history of the relationship? Thanks in advance!
Not at the moment, sorry!
Good video
Glad to hear it!
What formula do I use in excel to add a percentage of the number. Not sure if I'm asking this right so here's what I want it to calculate
Example: 4000+20%=4800
Cell b1 4000
Cell b2 20%
Cell b3 4800
What formula should I use in Cell b3 to get this to work?
Hi Phil. You would need to do: =B1*(1+B2)
@@ProperProjectManagement Thank you
Why not use pivot tables for the dashboard tab?
A useful solution for sure...
Hi, interested in buying this spreadsheet but not sure if the link is safe as it directs to US dollars, can you advise please, thanks in advance, Andy
Hi Andy. I use SendOwl which is one of the safest digital file providers out there. You'll pay in your local currency but the checkout is set up for dollars. You can also pay via PayPal if that makes things easier.
so many damn ads for such a short video... dude's maxing out that ad revenue lol
Hey John. YT ultimately dictates the # of ads to show per video. Still, its a small price to pay for free content.