Excel CRM Tracker for Customer Follow-Up ManagementExcel CRM Tracker for Customer Follow-Up Management
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Shivam Kale
• Oct 27
CRM Tracker & Follow-Up Management
I created a sample CRM tracker using Excel to organize customer information, track client interactions, and manage follow-up activities efficiently.
The tracker helps maintain organized records, monitor follow-up dates, and keep track of customer status and next actions.
The project demonstrates my skills in data entry, data organization, spreadsheet formatting, customer record management, and follow-up tracking.
I designed the tracker to be simple, clear, and easy to use for small businesses and freelancers who want to manage customer information more effectively.
Disclaimer: This is a portfolio demonstration project created using fictional data.
Business AdministrationData AnalysisVirtual AssistanceMicrosoft Excel
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