Consulting for Custom CRM Application in Microsoft Excel
Transform Excel into a Powerful CRM for Your Business
At $50 Per Hour
Struggling with off-the-shelf CRMs that are either too expensive or too complex? Our Microsoft Excel CRM consulting services are designed for businesses that need a streamlined, custom-built customer relationship management solution inside Excel.
What We Help You Achieve
- Custom CRM Design in Excel Built around your lead pipeline, sales process, and contact management needs.
- Automation & Smart Logic Track follow-ups, auto-flag stale leads, and use drop-downs and logic-based workflows.
- Data Security & Permissions Lock down sensitive customer data with protected sheets and secure macros.
- Dashboard Reporting Visualize KPIs like conversion rate, sales pipeline stages, and lead source performance.
- Easy-to-Use Interface Designed for non-technical teams with intuitive layouts and click-to-update features.
Who This Is For
We work with small to mid-sized businesses, consultants, and sales teams who need a cost-effective, fully customizable CRM alternative — without monthly subscription fees or rigid systems.
Real Success Stories
We replaced our bloated SaaS CRM with a custom Excel solution built by this team — it’s faster, easier, and exactly what we needed.
— Jason P., Real Estate Broker
Our Excel CRM dashboard now tracks every stage of our pipeline. The automation they added saves us 10+ hours per week.
— Lillian M., Business Coach
Ready to Build an Excel-Based CRM?
Let us help you plan and execute the perfect CRM in Excel. Whether you're starting from scratch or need help optimizing what you already have, we offer expert-level consulting to turn your Excel files into powerful business tools.
Book Your Free Consultation Today — Let's Find the Smarter Solution Together
We're here and ready to talk. Schedule a no-cost, no-obligation Zoom call to discuss your needs live, one-on-one with our experts.
During the session, you can walk us through exactly what you need help with. We'll listen, offer insight, and provide a tailored quote after the call — no pressure, just solutions.
Contact Information
