Custom Excel CRM Development
We build Excel CRM applications to manage customer data, track sales leads, monitor interactions, and analyze performance metrics.
Excel CRM and Project Management Application Development
Build customized Excel tools to manage clients, projects, tasks, and operations — without expensive software subscriptions.
At $50 Per Hour
If you're still managing customers or projects manually in spreadsheets, it’s time to upgrade — without abandoning Excel. We design powerful Excel-based CRM and project management applications tailored to your processes. With intuitive forms, automation logic, and centralized data, we turn Excel into a smart business tool.
Serving Businesses Across North America & The UK
ExcelAccessExpert is delighted to offer Excel CRM and Project Management Application Development Services to clients throughout the United States, Canada, and the United Kingdom. Our remote-first approach allows us to deliver exceptional solutions regardless of your specific location.
United States
Assisting businesses in major technology and commerce hubs across the U.S. We provide Custom services and support in major metros like New York City, Los Angeles, Chicago, Houston, Miami, San Francisco, Dallas, Seattle, and the surrounding areas.
Canada
Reaching companies in vibrant cities across Canada with our specialized Custom services. We support businesses in Toronto, Vancouver, Montreal, Calgary, Ottawa, Edmonton, and Winnipeg. Get the database expertise your Canadian business needs, no matter your location.
United Kingdom
Providing reliable, remote services and technical support to key cities throughout the United Kingdom. Our experts assist clients in London, Manchester, Birmingham, Glasgow, Liverpool, Leeds, Bristol, and Edinburgh.
Why Hire Us for Excel CRM & Project Management Application Development?
We build powerful, custom Excel applications that simplify CRM processes and streamline project management workflows.
👨💻
Proven Excel Development Expertise
With years of experience, we design and develop Excel CRM and project management tools that are intuitive, scalable, and aligned with your operations.
⚡
Custom-Built CRM Solutions
Our Excel CRM applications are tailored to manage leads, clients, and sales pipelines—designed around your exact business needs.
📊
Project Management Made Simple
We create Excel project management applications that track tasks, deadlines, budgets, and resources with clear visibility.
🔗
Integration & Workflow Automation
We integrate Excel with Outlook, SharePoint, and SQL Server while adding automation to reduce manual effort and errors.
🛠️
Scalable & Future-Ready
Our CRM and project management tools in Excel are designed to grow with your team, ensuring long-term value and flexibility.
📞
Ongoing Support & Training
We don’t just deliver the tool—we provide training, troubleshooting, and ongoing support to keep your application running smoothly.
What We’ve Built Lately
Real results across Excel, Access, Apps Script & Power BI.
Case StudyEmployee Timecard Tracking System
A Microsoft Access solution that tracks employee hours by task and project. Built for easy use and scalable to SQL Server for larger teams.
- Multi-User
- Split FE/BE
- Validation
- Rules on forms
- Payroll Export
- Excel/PDF 1-click
Case StudyInventory Management System With Barcode Automation
Barcode integration streamlined product check-ins and check-outs. The system now gives warehouses a single reliable view of inventory.
- Barcode Ready
- Plug-and-play
- Data Integrity
- Relational (FK)
- SQL Server Path
- Upsize anytime
Case StudyProject Tracking Access Database
Centralized Access database to plan, track, and report projects. Teams gained real-time visibility on deadlines and deliverables.
- Ad-hoc Queries
- Instant
- Fast Entry
- Custom forms
- Reports
- PDF/Excel 1-click
Case StudyRetail Business Management System
Custom Access tool that manages sales, stock, and customer accounts. Retail managers reduced manual effort and improved accuracy.
- Role Security
- Per branch/user
- Automation
- VBA/Macros
- Integrations
- Excel/Outlook/ODBC
Our Excel CRM & Project Management Services
Comprehensive solutions to design, build, and optimize CRM and project management applications in Microsoft Excel.
Excel Project Management Applications
Our team develops Excel-based project management tools that handle task tracking, scheduling, milestones, and budget management.
Automated Reporting & Dashboards
We design dynamic dashboards and reports that give you instant insights into CRM performance and project progress.
Data Integration & Consolidation
We integrate Excel with external systems, databases, and APIs, consolidating all your CRM and project data into one organized application.
Workflow Automation with VBA
Our Excel VBA automation eliminates repetitive manual tasks such as data entry, updates, and reporting for maximum efficiency.
Ongoing Support & Enhancements
We provide continuous improvements, troubleshooting, and upgrades to ensure your Excel CRM and project management tools remain effective.
Client Testimonials
Frequently Asked Questions
Find answer to common questions about our services
It’s a custom-built Excel solution designed to manage customer relationships, track sales pipelines, and handle project management tasks like scheduling, budgeting, and task tracking.
Yes. With the right design, formulas, and automation, Excel can serve as a powerful, cost-effective CRM and project management tool for small to mid-sized businesses.
Features include contact management, lead tracking, sales pipeline visualization, activity tracking, automated follow-ups, and performance reporting.
We build tools that cover task management, timelines, Gantt charts, resource allocation, and budget tracking inside Excel.
Yes. We integrate Excel CRM and project management tools with SQL Server, Outlook, SharePoint, and APIs to centralize your data.
Absolutely. We offer user training, documentation, and ongoing support to ensure your team gets the most value out of your Excel CRM and project management applications.
Let’s Build the Right Excel Tool for You
We offer a free consultation to assess your process and recommend the right Excel-based solution. Whether you're managing customers, tasks, or operations, we’ll build a clean, powerful tool you can rely on daily.
- 01Since 2010
Trusted Legacy, Modern Delivery
With over one decade of experience, we’ve helped hundreds of businesses modernize their Excel and Access systems. Our history proves stability, while our agile methods ensure we remain at the forefront of innovation.
- 02Senior Consultants
Depth Without Dilution
Every project is led by senior Excel & Access developers—not juniors or subcontractors. This guarantees clients direct access to proven expertise, faster delivery, and solutions architected right the first time.
- 03Tested Process
From Discovery to Lasting Adoption
Our structured 5-step framework (Discovery → Design → Build → UAT → Launch) is reinforced with SOPs, documentation, and training. The result? Databases and spreadsheets that scale, stay reliable, and easy to own.
- 04Enterprise Integrations
Beyond Spreadsheets
We connect Access and Excel with SQL Server, Power BI, SharePoint, REST APIs, Salesforce, NetSuite, and more. Clients gain unified data ecosystems, automated reporting, and reduced manual effort.
- 05ROI That Matters
Solutions Measured by Impact
We don’t just deliver code—we deliver business results. Clients consistently report double-digit time savings, error elimination, and actionable insights. Every build is benchmarked against clear ROI.
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
Schedule a Teams meeting
Schedule a Zoom meeting
