Build a CRM with Spreadsheet Automation

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Build a CRM with Spreadsheet Automation

This course is part of VBA Automation for Excel Workflows Specialization

Instructor: EDUCBA

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4 modules

Gain insight into a topic and learn the fundamentals.

7 hours to complete

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

7 hours to complete

Flexible schedule

Learn at your own pace

What you'll 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.

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Build your subject-matter expertise

This course is part of the VBA Automation for Excel Workflows Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 4 modules in 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.

Learn core CRM concepts, explore system functionality, and analyze workflow design to build a strong foundation for CRM development in Excel.

What's included

6 videos1 assignment

Develop automation logic using VBA, create reusable functions, and design interactive dashboards for real-time data visualization.

What's included

8 videos1 assignment

Apply data handling techniques to load, edit, and manage customer records, leads, and user interactions within the CRM system.

What's included

9 videos1 assignment

Implement advanced functionalities including data control, admin modules, user security, and finalize a fully functional CRM system.

What's included

7 videos1 assignment

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

EDUCBA

1,591 Courses326,930 learners

Offered by

EDUCBA

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To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.