Build a CRM with Spreadsheet Automation
By External Provider
About this course
Build a complete CRM system with spreadsheet automation and VBA to manage customers, leads, dashboards, and workflows. Learn how to automate customer data, improve productivity, and create a practical CRM solution without complex software. This hands-on course teaches you how to design and develop a functional Customer Relationship Management system using spreadsheets and VBA. You will start by understanding CRM workflows, system structure, customer data management, and lead tracking before building key features step by step. The course covers VBA automation logic, reusable functions, data entry forms, interactive dashboards, customer record management, lead handling, and user interaction tracking. You will also learn advanced features such as admin modules, password management, data control, and security settings. By the end of this course, you will have a working CRM system and the practical skills to automate business processes, organize customer information, and improve decision-making. This course is ideal for beginners, business professionals, sales teams, and spreadsheet users who want job-ready CRM automation skills.
What you will learn
- Build a functional CRM system in Excel using VBA forms, automation, and data management tools.
- Apply VBA programming techniques to automate lead tracking, customer records, and workflows.
- Create dashboards, security controls, and reports to improve business decision-making and productivity.