Customer Manager

Customer manager tool (CRM) developed in Excel spreadsheet environment.  

So, What is Customer Management?  

The XLDB Solutions Customer Manager tool is a simple single-sheet dashboard with a database to manage the organisation and recall of contacts and business customers.

The tool not only captures typical customer details, like email, location, address etc but also tracks invoices and work orders for customers. As these are all Excel-based, all the information is held on one Excel worksheet as a table ready to export or use as a file.

Key Features

- Create a new customer

- Amend and delete existing customers

- Add customer details

- Add contact at the customer site

- Database to add historical customer invoices

- Database to add historical customer work orders

- View complete customer transactions and history.