Requirements Analysis
Understand your CRM and project management needs, identify key features, analyze workflows, and plan solution architecture.
You're paying $500-2000 monthly for CRM or project management software that doesn't match your workflows. You adapt your processes to fit the software, creating workarounds and inefficiencies. Managing customers or projects manually in spreadsheets wastes time and creates errors. Every monthly subscription, every workaround, every manual task costs your business money. A recent client paid $800 monthly for CRM software—we built a custom Excel CRM that fit perfectly, saving them $9,600 annually.
Expensive software subscriptions don't just cost money—they prevent growth. Software that doesn't fit forces you to adapt your processes, creating inefficiencies. Manual work in spreadsheets introduces errors and wastes time. The longer you wait, the more it costs. Every monthly subscription, every workaround, every manual task costs your business money. You need a solution that fits your needs, not expensive software that forces you to adapt.
We build custom Excel CRM and project management applications designed for your exact workflows. A recent client paid $800 monthly for CRM software—we built a custom Excel CRM that fit perfectly, saving them $9,600 annually. Another client managed projects manually in spreadsheets—we built a custom Excel project management app, improving productivity by 40%. A client needed both CRM and project management—we built one integrated solution, eliminating the need for two separate subscriptions. These applications typically save $500-2000 monthly on software subscriptions and improve team productivity by 40%. No more expensive subscriptions, no more workarounds, just solutions that fit.
Sales teams need affordable CRM solutions to track leads and customer interactions. Project managers require tools to track tasks, deadlines, and budgets. Small businesses need all-in-one solutions for customer and project management. Operations teams want centralized data management without expensive software. Consultants need client management and project tracking tools. Service businesses require customer relationship management with project tracking capabilities.
We build powerful, custom Excel applications that simplify CRM processes and streamline project management workflows.
With years of experience, we design and develop Excel CRM and project management tools that are intuitive, scalable, and aligned with your operations.
Our Excel CRM applications are tailored to manage leads, clients, and sales pipelines—designed around your exact business needs.
We create Excel project management applications that track tasks, deadlines, budgets, and resources with clear visibility.
We integrate Excel with Outlook, SharePoint, and SQL Server while adding automation to reduce manual effort and errors.
Systematic approach from requirements to deployment.
Understand your CRM and project management needs, identify key features, analyze workflows, and plan solution architecture.
Design application structure, plan data models, create user interface mockups, and establish development timeline.
Build CRM and project management features, implement automation with VBA, create dashboards, add data validation, and integrate data sources.
Test all functionality, validate workflows, verify automation, optimize performance, and fix any issues.
Deploy application, provide user training, create documentation, and establish support procedures.
Provide ongoing support, implement updates, add enhancements, and optimize as business needs evolve.
Find answers to common questions about our services
Fill out our RFQ form with your project details and we'll respond with a detailed proposal and estimate within one hour.
Prefer to talk? Call us at +1 801 704 5604