Basic client relationship system in excel
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£21/hr(approx. $26/hr)
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Full Stack Web Developer/ Designer / Mobile Apps / Wordpress / Magento / Shopify / Opencart / BigCommerce / APIs / PHP / Python /
Bay Minette
Market Reseach, Digital Marketing, Lead generation, Social media management, sales and Marketing
Secunderabad
Spreadsheets|Excel macros and VBA|Google sheets |Google app scripts|Presentations - Tableau, PowerPoint, Prezi|Google data studio
Bay Minette
IT Consultant |Virtual Assistant| graphics| | Website design | social media management .
Nairobi
13940153549564986566384114494731582929164249220989662137837237237025661522571727
Description
Experience Level: Expert
I need a basic excel based client relationship sheet for a small business. It needs to hold basic client data ( name, phone, email, company ) and aa few other fields. It needs to have a variety of drop down boxes for various status levels ; where each status drives a follow up action ( e.g. invoice send out or trial period end date etc )
The sheet needs to be able to email me about any actions required as they become due. A main sheet with easy to input data on a per head basis, where each person is linked to a specific defined company ; where the main sheet feeds sub-sheets that will allow me to see active paying subscribers, triallists, prospects etc
Needs to be accessible and editable on Google Drive
The sheet needs to be able to email me about any actions required as they become due. A main sheet with easy to input data on a per head basis, where each person is linked to a specific defined company ; where the main sheet feeds sub-sheets that will allow me to see active paying subscribers, triallists, prospects etc
Needs to be accessible and editable on Google Drive
Matthew G.
100% (3)Projects Completed
2
Freelancers worked with
2
Projects awarded
100%
Last project
18 Mar 2019
Spain
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