All-in-One Excel CRM Dashboard | Client Manager | Email + Notes + Reminders
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All-in-One Excel CRM Dashboard | Client Manager | Email + Notes + Reminders
Available:
In Stock
$350.00
Take control of your client relationships with this powerful Excel CRM Dashboard designed for small businesses, freelancers, nonprofits, and service-based entrepreneurs.
What’s Included:
Client Management System – Add, update, search, and delete customers with ease.
Multi-User Login – Restrict access by user type (Admin, Staff, etc.).
Dashboard Overview – Real-time charts and KPIs based on your customer data.
Built-in Email Center – Select multiple clients and email directly from Excel (Outlook required).
Automatic ID Assignment – Each customer gets a unique ID.
Detailed Notes Section – Keep track of communications or special instructions.
Home Navigation Page – Flat-style layout with buttons for every feature.
Secure Logout Functionality – Return to login screen when done.
Upcoming Features (FREE Updates):
Client Follow-Up Tracker
Email + Task Reminders
Activity Logging / Audit Trail
Visual Performance Reports
Why You'll Love It:
No monthly software subscriptions
Fully offline & customizable
Clean layout with modern feel
Perfect for managing 50–1,000 clients
Compatibility:
Microsoft Excel for Windows (2016 and up)
Requires Outlook for email features
Delivery: digital download (.xlsm file) complete branding delivered within 24-48 hours.
License: Single-user commercial license. File contains locked branding and protected code. Redistribution not allowed.
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