Excel Tools
CRM
A simple CRM inside Excel for businesses that need customer history and a sales pipeline without a monthly per-user subscription.
What it covers
- Customer master with contact history
- Deal pipeline by stage
- Follow-up reminders
- Sales dashboard
Built in Excel, owned outright by you, handed over with a walkthrough. Simpler tools are formula-driven so your team can adjust them directly; larger ones use macros where the job needs it, and we look after those parts.