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Build a CRM to manage existing data in Excel

We are a small manufacturing and retail business. We sell marine equipment to end users and we need to collect a fair amount of data regarding their applications. We have used ACT crm for many years but we are looking for something much simpler and more adaptable and universal. Hence we are looking for someone to build a CRM interface in Excel. It needs to be able 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. Must be familiar with CRM programs. A sample of our current interface is attached with only 12 contacts is attached. Also attached is a sample of what the existing ACT interface looks like. The final interface does not have to look exactly the same but should function the same.

Kemahiran: Excel, CRM, Pemprosesan Data

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Tentang Majikan:
( 1 ulasan ) Saint Petersburg, United States

ID Projek: #23496584

18 pekerja bebas membida secara purata $222 untuk pekerjaan ini

mirniyazuddin92

Dear Sir/Ma'am, I am a Web research, Data Entry & Web Scrapping expert. I checked and understood your requirements. I can handle this job very well to your appreciation. I can find and extract the information fro Lagi

$150 USD dalam 7 hari
(343 Ulasan)
7.9
dvcontact

Hi, Would you like to see a quick demo of your project on building an Excel CRM interface before you award the project? You can consider it professionally done in less than 24 hrs. I can continue telling you about how Lagi

$300 USD dalam 5 hari
(54 Ulasan)
6.4
brtodi

Hi, We are having 9+ years of experience in Data Entry, MS Word, MS Excel, PDF, Web Data Collection, Data Mining and similar kind of jobs. We are reliable and responsible. Always high accuracy and FAST delivery. Kindl Lagi

$140 USD dalam 7 hari
(12 Ulasan)
4.9
tracygearth

I bid and send you detailed proposal later, look forward to your message to me. Go IT Anuj ....... ...

$50 USD dalam 7 hari
(1 Ulasan)
2.8
dapsonadek

I am a professional engineer, programmer and simulation expert offering over 5 years of experience in both field and academic sides. I have completed projects for the last few years in various database fields. However, Lagi

$140 USD dalam 3 hari
(3 Ulasan)
4.1
CreateMeNow

Hello, I was reading through your post and thought that I would be able to help you with your CRM. My name is Russ, I have designed and built several Customer relations software for companies to be able to organize all Lagi

$175 USD dalam 7 hari
(1 Ulasan)
2.5
mdnurjahan2

Hi Take my sincere respect at first. I would like to help you. I am able to start your task right now with 100% accuracy GRANTED. Also, I have a good team with an office and equipment. I am honest that's you can hire m Lagi

$30 USD dalam sehari
(1 Ulasan)
1.1
tanvirlxm

Hi, I have read the project description and interested to work for this project. As I am new on freelancer, I would like to prove my skill by doing this job. Would appreciate if you give a chance to work with you. Than Lagi

$30 USD dalam sehari
(0 Ulasan)
0.0
liamjackson87

Hi I represent a UK based CRM admin company and I feel we can help you for this project. We have a fully customization system which can be adapted to your needs by our staff. Please visit our site to view our CRM h Lagi

$140 USD dalam 7 hari
(0 Ulasan)
0.0
shuxratnarziqulo

Hi. You can contact me anytime.

$155 USD dalam 3 hari
(0 Ulasan)
0.0
butterflycos

Hi nice to meet you. This job can be easily done. Please write me down more details so that I can [login to view URL]

$140 USD dalam 7 hari
(0 Ulasan)
0.0
techy0708

Hello, I hope this message finds you great! I would like to introduce my self, I am a software developer, having more than 8 years of experience in CRM & ERP tool. I have completed many CRM tool for the vendor and as Lagi

$300 USD dalam 7 hari
(0 Ulasan)
0.0
d1scoveritech

Hi there, Thanks for reading my response to your project. I'm Aqeel, a Mobile & Web APP developer by profession. Also, I’m Managing Director of a software house, named “Discover iTech”, that has completed 500+ project Lagi

$1500 USD dalam 7 hari
(0 Ulasan)
0.0
Kunal4931

As I have work as CRM so i have good experience in field ans know what is the work of CRM in market.

$111 USD dalam 7 hari
(0 Ulasan)
0.0
gbtech006

hi, sir I read and understand your requirements carefully checked the excel sheet you provided. I have a team of CRM developers we can develop both types of CRM cloud-based and excel based I can provide you more detail Lagi

$100 USD dalam 2 hari
(0 Ulasan)
0.0
nikulbamaniya

I'm ready Relevant Skills and Experience I want to know the first project plan And description

$155 USD dalam 3 hari
(0 Ulasan)
0.0
$155 USD dalam 3 hari
(0 Ulasan)
0.0
IQEconsulting

Hi there I am an expert who can be your reliable MS Excel Spreadsheets Consultant. I see you’re looking for a freelancer who can design a CRM system which is similar to ACT CRM using MS Excel. I had designed a CRM sys Lagi

$220 USD dalam 7 hari
(0 Ulasan)
0.0