Phoenix - Your AI AssistantExcel/CRM
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- Proposals: 4
- Remote
- #106450
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have already sent a proposal. Description
Experience Level: Intermediate
We are a training company that register 100-150 per month. We currently use excel and sugar crm database. Both are not being used effectively.
I am looking for a excel sheet that can coresspond with the CRM when inputting client details, amount paid, outstanding, cancelled etc
Also a way of easily generating receipts to post and email to clients.
I am looking for a excel sheet that can coresspond with the CRM when inputting client details, amount paid, outstanding, cancelled etc
Also a way of easily generating receipts to post and email to clients.
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