Find Jobs
Hire Freelancers

a spreadsheet built to track communication with my clients, how many times I have contacted them, specific dates of contact, follow up items, be able to attach documents directly to Google sheet or excel sheet

$250-750 USD

Cerrado
Publicado hace 5 meses

$250-750 USD

Pagado a la entrega
Project Title: Communication Tracking Spreadsheet for Individual Use Skills and Experience Needed: - Proficiency in Google Sheets and/or Microsoft Excel - Experience in creating and customizing spreadsheets for tracking communication - Familiarity with attaching documents directly to spreadsheets - Attention to detail and organization skills Project Description: I am in need of a spreadsheet that will help me track my communication with clients. The main purpose of this spreadsheet is to keep a record of how many times I have contacted each client, specific dates of contact, and any follow-up items. Additionally, I would like the ability to attach documents directly to the spreadsheet, either in Google Sheets or Microsoft Excel. I would like the sheet to be able to have a button that says, "add a new client", and then ideally I would type in their information and it would add them to the comprehensive list of clients. Platform: Either Google Sheets or Microsoft Excel is fine, based on the freelancer's preference and expertise. Specific Features: As I am not sure about the specific features I require, I am open to suggestions from the freelancer. The spreadsheet should have a basic structure that can be customized as needed in the future. Sharing: The spreadsheet is intended for individual use only, without the need for sharing it with multiple people. Overall, I am looking for a freelancer who has experience in creating and customizing spreadsheets for communication tracking. The ideal candidate should be proficient in Google Sheets and/or Microsoft Excel, have attention to detail
ID del proyecto: 37596077

Información sobre el proyecto

90 propuestas
Proyecto remoto
Activo hace 3 meses

¿Buscas ganar dinero?

Beneficios de presentar ofertas en Freelancer

Fija tu plazo y presupuesto
Cobra por tu trabajo
Describe tu propuesta
Es gratis registrarse y presentar ofertas en los trabajos
90 freelancers están ofertando un promedio de $434 USD por este trabajo
Avatar del usuario
Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep
$300 USD en 5 días
4,9 (595 comentarios)
8,5
8,5
Avatar del usuario
Hi there, I am an expert in excel. I can execute your task perfectly. Can we discuss the details in chat? Please contact if you interested! Regards Razia
$250 USD en 1 día
5,0 (262 comentarios)
7,4
7,4
Avatar del usuario
"""""""""""""""""""""""""""""""""""ADVANCE EXCEL EXPERT"""""""""""""""""""""""""""""""""""""""""" ""Sir, EXCEL is my specialty and I can perform any complex task in EXCEL. I am an EXCEL VBA and CODING, AUTOMATION, TEMPLATE, REPORTS, FORMULA'S, DASHBOARD in EXCEL Advanced Level Expert. This is my field and I can complete this project with added quality. About me I am a Chartered Accountant with more than 7 years of experience including 4 years from the worlds leading Accountancy and auditing firm ""PWC"" and 1 year working at managerial level in Multination company and 2 years as freelancer. I can handle this task very efficiently and you can expect 100% accuracy from me. I am Microsoft Excel, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. I have been working as a freelancer from the last 2 years and I have 330+ 5 stars reviews here. I am not new to work. I know how to meet strict deadlines without compromising the quality of the work. I will also be available for any query after the job is done as I am building my clients. please be my client and get any type of accountancy, Excel, QuickBooks, and auditing-related work with quality, efficiency, and at reduced rates. Note. The price is negotiable. I will be available for any query round the clock even if the project is completed. Regards Arman Kakar "
$250 USD en 1 día
4,9 (276 comentarios)
7,3
7,3
Avatar del usuario
Hi. I have written many automation Excel projects. Ready to write your project. Will complete within 2 days
$320 USD en 1 día
4,9 (306 comentarios)
7,0
7,0
Avatar del usuario
Dear Sir, Are you looking for a solution to streamline your client communication tracking? I am offering a solution tailored specifically to your needs. I will take the following steps to complete the project: 1. Customize a spreadsheet for you using either Google Sheets or Microsoft Excel, based on your preference and needs. 2. Create a comprehensive listing of all clients and tailor the spreadsheet to allow you to add new client data easily. 3. Develop a system that allows you to keep track of specific communication details with each client, including dates of contact and follow-up items. 4. Enable the ability to attach documents directly to the spreadsheet for easy reference. I am offering a free demonstration of the solution even before the project is awarded to ensure that it meets your requirements. I have proficiency in Data Processing, Excel, Microsoft, and Visual Basic, and I have the experience and attention to detail needed to create the perfect communication tracking spreadsheet for individual use. Looking forward to the opportunity to demonstrate my expertise and provide the perfect solution for your needs. Sincerely, Smith
$500 USD en 7 días
4,9 (79 comentarios)
7,1
7,1
Avatar del usuario
Hello, I can perfect assist you in building such a dynamic Excel based tool. I am an experienced Excel expert holding years of experience. I will be happy to discuss in detail
$250 USD en 1 día
4,8 (241 comentarios)
7,3
7,3
Avatar del usuario
Hi Good evening , How are you? I just saw your job posting . I see you have been looking for someone experience with these technologies Visual Basic, Excel, Data Processing and Microsoft. I believe this is some thing I can help you with because I have 9 years of experience working with these tech stacks and 8 years of experience working on freelancer.com which you can confirm from my profile: https://www.freelancer.com/u/AwaisChaudhry I have few questions: 1. These are all the requirements of your job or do you have more? If yes, Please provide detailed requirements. 2. Do you currently have anything done like Wireframes, UI/UX? Or this job has to be done from scratch? 3. What is the timeline to get this job done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Lets start the chat and discuss your job in detail and we will continue from there. Regards, Awais
$750 USD en 10 días
5,0 (8 comentarios)
6,4
6,4
Avatar del usuario
Hi There, Ready right now I'm ready to built spreadsheet to track communication with your clients. I will show you sample for your satisfaction and project accuracy then we will go to start, so please contact me and share more details thanks. Check My Profile: https://www.freelancer.pk/u/WelcomeClient I would like to work on this project and can complete with 100% accuracy within the time frame. https://www.freelancer.pk/projects/excel/business-profit-loss-reporting-excel/reviews https://www.freelancer.pk/projects/data-entry/copy-listings-from-website-another/reviews Thanks, Umer
$250 USD en 1 día
4,8 (156 comentarios)
6,2
6,2
Avatar del usuario
Hi Hope you are doing good! I can perfectly help you with that in quick turnaround. I am a professional Excel expert holding 7 years of experience in utilizing advance level tools, creating dynamic dashboards and Excel (including VBA and Macro) to perform Data Analysis, Data Visualization, Automation and complex calculations. I will be happy to discuss in detail how I am highly suitable for this project. Kind Regards Arun
$250 USD en 1 día
5,0 (44 comentarios)
5,7
5,7
Avatar del usuario
Hi there, Im Ige, a Google Sheet expert, a seasoned data processing professional and a front developer. Im confident that the solution you're looking for is a web application serve thru Google Workspace. This solution will be using the web app as a form/ user interface and Google Sheet as its database. Would like to discuss more thru chat. Please contact me if this is aomething you consider. I'll be standing by to help.
$250 USD en 7 días
5,0 (46 comentarios)
5,4
5,4
Avatar del usuario
Hello! I'm excited about your project and can confidently create a Communication Tracking Spreadsheet tailored to your needs. Proficient in both Google Sheets and Microsoft Excel, I'll design a user-friendly interface allowing you to add new clients seamlessly. The spreadsheet will efficiently track communication details, including dates and follow-up items, with an option to attach documents directly. My attention to detail ensures accuracy, and I'm open to your suggestions for any additional features you may require. Whether you prefer Google Sheets or Excel, I'm adaptable to your platform of choice. Looking forward to streamlining your client communication tracking! Regards, Zafar
$250 USD en 1 día
4,9 (60 comentarios)
5,0
5,0
Avatar del usuario
** US born/educated/based and I speak perfect English ** Working closely with sales, marketing, and human resource groups for 20 years, I've built similar systems to track touch-points with clients, customers, and other companies many times. Adding new clients, collecting information about all of their attributes, and even attaching relevant files can all be done in a logical and user-friendly interface that can be easily accessed, analyzed and even aggregated if you wanted to. I have many examples of user input forms that make adding and maintaining client interaction information simple to navigate and understand. We could build something very cool. Love to start digging in - let's chat! - Excel: 20 yrs @ expert level (as good as it gets, I know all the tips and tricks possible) - Visual Basic: 20 yrs @ expert level (creative code writing, proficient in modules, userforms, procedures) - Data/Reporting Analysis: 20 yrs @ expert level (never done anything else since college) - Project Management: 15 yrs @ expert level (complete system development lifecycle) - Google Sheets: 5 yrs @ development level - Professional Consulting: 6 yrs (for large corporations like Microsoft, Salesforce, Home Depot) I work fast, I communicate well, and I listen to your needs closely but also provide additional options and suggestions knowing what the tool is capable of and how I can help you best. You want an Excel Wizard? I'm the freelancer you're looking for.
$650 USD en 3 días
5,0 (4 comentarios)
4,6
4,6
Avatar del usuario
Hi there! My name is Catherine, and for the last decade I have worked as an analyst in the finance industry. I specialize in creating highly customized spreadsheets, with intricate and complex formulas geared to meet the individual needs of the spreadsheet user. I believe these skills make me perfectly suited for your project, and would love to answer any questions you may have. I look forward to hearing from you, and thank you for your consideration.
$500 USD en 7 días
5,0 (7 comentarios)
4,4
4,4
Avatar del usuario
Hi, Good evening! I am a professional Graphic Designer and Expert in Visual Basic, Microsoft, Excel and Data Processing, I am ready to provide you a Quality work with 100% perfection with satisfaction on your project. I will provide:- • Initial concepts within Agreed Timeframe. • Fast Turnarounds with Unlimited revisions • Extra Ordinary Aftercare Services. • Print ready and web friendly Files Please see portfolio on this link https://www.freelancer.com/u/pixelstudio0077 Regards Osama K.
$250 USD en 1 día
5,0 (7 comentarios)
3,6
3,6
Avatar del usuario
Hello, my name is Sergio and I am a data scientist and analyst with Python/excel/PowerBI. I have 3+ years of experience in data processing. We can create an user interface in Excel with fields to insert/actualyze your data to insert in a second sheet with right structure. If you want to spend more budget I can develop a simple- desktop app with python also. You can open chat if you are interested on my offer!
$250 USD en 1 día
5,0 (5 comentarios)
3,4
3,4
Avatar del usuario
Hello there! Could you clarify the types of documents you anticipate attaching to the spreadsheet, and how frequently you expect to use this feature? Is there a preferred method or format for organizing the client list, such as alphabetical order, chronological order, or by project type? Are there specific actions or triggers that should be recorded in the spreadsheet, such as follow-up items, responses, or project milestones? Would you like the "add a new client" button to automatically generate a comprehensive list of clients, or would you prefer a manual entry process for each new client?
$500 USD en 10 días
5,0 (3 comentarios)
3,4
3,4
Avatar del usuario
Hi,i can deliver you the work within hours I have experience in creating and customizing spreadsheets for communication tracking, specifically with regards to the needs of an individual user. With my extensive background in software engineering, I am confident that I can provide the necessary expertise to develop an efficient communication tracking spreadsheet that meets your needs. My primary objective is to collaborate with respect and consideration for each client's needs and goals while delivering high quality results within reasonable timeframes. As part of my commitment to effective communication, I ensure that all work is done within the client's budget by taking into account necessary adjustments before starting any project. Additionally, I make an effort to communicate frequently so that we can keep each other informed about project progress. I believe that my skillset and experience make me the perfect fit for this project: specifically my proficiency in Google Sheets and/or Microsoft Excel, attention to detail and organization skills which all make me an ideal candidate for this job. If you'd like me to discuss further how I can help you with your Communication Tracking Spreadsheet project please don't hesitate to contact me directly.
$400 USD en 2 días
5,0 (2 comentarios)
2,8
2,8
Avatar del usuario
I am confident that you would find my profile and skills to be a perfect fit for your project. With 12 years of experience in MS SQL and SSRS, I have worked in Power BI and Python for the last three years. My expertise lies in data analysis and visualization which will be necessary for creating the communication tracking spreadsheet. I understand that you are looking for a freelancer who has proficiency in Google Sheets and/or Microsoft Excel as well as experience in creating and customizing spreadsheets for communication tracking. Moreover, my attention to detail and organization skills will come handy in making sure that the project is completed on time and to the highest standards. I believe that my skillset makes me the best fit for this project and would love to discuss further if needed!
$500 USD en 7 días
5,0 (2 comentarios)
2,9
2,9
Avatar del usuario
Hi, This can be done with Powerapps, power automate and sharepoint in office 365. I have read the requirement and understood, we can discuss more for detailed requirements. My Profile: 1. I have 13+ years of experience with with different SP versions -SP Online/2019/2016/2013/2010 2. I have 3+ years of experience with power platform Power automate, PowerApps. 3. worked for Sharepoint migration from on-premise to online using sharegate and microsoft tool. 4. I have worked with power automate desktop for scraping data and excel automation. 5. Worked with Nintex Forms and flows 6. Experience with SPFx, ReactJS, JavaScript, jQuery, Typescript, REST Apis, Webhooks etc. Looking forward for your response. Regards, Shekhar
$700 USD en 40 días
5,0 (7 comentarios)
3,0
3,0
Avatar del usuario
Hi, I can do this job quite efficiency. I can start it right now. Let's discuss further through chat. Thank you
$250 USD en 2 días
5,0 (5 comentarios)
2,3
2,3

Sobre este cliente

Bandera de UNITED STATES
Chicago, United States
0,0
0
Miembro desde dic 30, 2023

Verificación del cliente

¡Gracias! Te hemos enviado un enlace para reclamar tu crédito gratuito.
Algo salió mal al enviar tu correo electrónico. Por favor, intenta de nuevo.
Usuarios registrados Total de empleos publicados
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Cargando visualización previa
Permiso concedido para Geolocalización.
Tu sesión de acceso ha expirado y has sido desconectado. Por favor, inica sesión nuevamente.