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.
Overview
Syllabus
- CRM Foundations & System Overview
- Learn core CRM concepts, explore system functionality, and analyze workflow design to build a strong foundation for CRM development in Excel.
- VBA Development & Core Components
- Develop automation logic using VBA, create reusable functions, and design interactive dashboards for real-time data visualization.
- Data Handling & CRM Functionalities
- Apply data handling techniques to load, edit, and manage customer records, leads, and user interactions within the CRM system.
- Advanced Features, Admin & Finalization
- Implement advanced functionalities including data control, admin modules, user security, and finalize a fully functional CRM system.
Taught by
EDUCBA