24FreelanceFreelance marketplace that never sleeps
Closed

CRM in Excel

1,318 views 1 response#13617
Project status
Closed
BudgetNegotiable
FormatOne-time projectprepayment possible
PaymentBank transfer, E-money
Responses acceptedFinisheduntil 05.05.2018
Responses1category average: 1.3
Views1,31811 in 14 days

Project description

Good day. The challenge is to build a CRM in Excel. Our company is engaged in the construction and sale of real estate. What data should be recorded:
date
- manager's name.
- type of contact (call/visit)
- customer name
- customer's phone
floor
- approximate age
- Reason for purchase
- the product of interest (1,2,3,4 room apartments)
- the essence of the appeal and the ability to view the history of appeals
- contact
- progress of contact (call-visit-book-purchase)
- channel of attraction (what kind of advertising)
- purchase price

What statistics should be obtained by compiling summary tables:
Effectiveness of a specific manager (viewing customer conversions)
- the effectiveness of the advertising channel (which of them attracts the largest number of interested / buyers)
- conversion of total mass of customers (sales funnel: call-visit-book-purchase)
Conversions for each advertising channel
The ratio of all channels by the number of customers attracted
- the efficiency of channels in the section of square meters (which channel attracts more one-shki, two-shki, etc.).
- the effectiveness of a particular manager in the context of square meters (which manager attracts more one-man, two-man, etc.)
- Number of attracted customers from each advertising channel by months - visualization by overlaying schedules
- the ratio of the dynamics of attracting customers with expensive and non-expensive (familiar, passed by) sales channels - visualization by means of two overlaid schedules
Other / Miscellaneous Bank transfer, E-money

SafeDeal Escrow Protection

Payora SafeDeal Astrina Shield Verified

Funds are locked in Payora USDT (TRC-20) escrow and released to the freelancer only after delivery approval.

24
Twenty · tip

How to write a response that gets picked

  • Open with the client’s task, not with a story about yourself.
  • Link one or two similar works from your portfolio.
  • Name a price and a deadline — and what exactly they include.
  • Ask one clarifying question: it starts the conversation.

Responses 1

Response texts are visible only to the client.

Same category

Similar projects

All projects in the category
Forged railing for a house staircase and a porch

Forged railing for a house staircase and a porch

I need a forged railing for the staircase in my house and a matching small railing for the porch: a sketch drawn for this house, restrained plant motifs, a comfortable handrail, pa…

Other / Miscellaneous23.09.20260234
0responses
Handmade ceramic tableware line for a 20-seat coffee shop

Handmade ceramic tableware line for a 20-seat coffee shop

We are opening a twenty-seat coffee shop and looking for a studio: forty cups in two volumes with saucers, thirty dessert plates and large serving platters — one line, one calm sat…

Other / Miscellaneous20.09.20260244
0responses
120 plywood gift boxes: cutting, engraved lid, fitted tray

120 plywood gift boxes: cutting, engraved lid, fitted tray

A run of 120 plywood boxes about 30x20x10 cm for corporate gift sets: hinged or sliding lid, engraved logo, a tray fitted to three items, quiet oil or stain finish and a latch.

Other / Miscellaneous20.09.20260233
0responses
Good to know
How do I respond to this project?

Log in as a freelancer, describe how you will solve the task, name your price and deadline. The client reads responses and starts a dialogue with the best ones.

Who can see my response?

Only the client who posted the project and you. Other freelancers do not see your text or price.

Where can I find similar work?

New projects in “Other / Miscellaneous” appear every day. All projects in the category

What this page answers