4 out of 5
149 reviews on Udemy

Excel 101: Create Your Own CRM In Excel Masterclass

2021 Update: Includes Template! Design, Build and Utilize Your OWN Custom CRM System In Excel Masterclass
Chris Benjamin, MBA & CFO
4,173 students enrolled
English [Auto]
Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!
Template Download: Template Built In The Course Is Available For Download At Course End
Microsoft Excel
Organize Data
Run Queries
Predefined Selection Lists
Make Effective Decisions
Manage Data Sets
Easily Change Fields
Filter Results
Multiple User Access
And Much More!

Do The High Prices of Customer Relationship Management CRM Software Packages Make You Cringe?

Do You Want To Ensure You Can Customize A System Specific To Your Needs?

Do You Want To Harness The Power of Microsoft Excel And Build Your Own CRM System?

Do You Want To See How Easy It Is To Build Your Own Custom CRM From Start To Finish?

If You Answered “Yes” To Any Of The Above, Look No Further.  This Is The Course For You!

*** Updated in January 2021 with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads

  2. You can ask me questions and see me respond to every single one of them thoroughly! 

  3. You will are being taught by a professional with a proven track record of success!

  4. Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don’t enjoy the course!

  5. Bonus reason: You get to download and use the template we build in the course (if you don’t build your own that is)

Recent Review:

Pat M. says: “Exactly what I’ve been looking for.  I knew that Excel was powerful enough to handle my CRM needs but really wasn’t sure where to start building one.  This course started from scratch and goes the entire way through building a model.  Really is exactly what I needed, like having a personal coach right beside you.  Highly recommended!”

Why You Should Take This Course With Me:

Have you ever wanted to take control of your sales pipeline and customer relationship management?  Maybe you didn’t want to spend hundreds or thousands of dollars on sophisticated systems, but still wanted more functionality than the basic free systems offer?  You have come to the right place! With just a copy of Microsoft Excel, a little bit of time and this course, you’ll have your own fully custom CRM system in next to no time!

In this course we start with the basics of Excel so even a beginner will be able to build the template.  From there, we take a blank workbook, and start building our CRM system.  By the end of the course, we will have a fully functional CRM system which can filter data, run queries, generate pivot table reports, and much more! Harness the power of Excel and combine it with your customer data to unleash an easy to use yet powerful CRM system!

What We Do In The Course:  

  • Learn the basics of Excel (for beginners, intermediate/advanced can skip)

  • Start with a blank workbook

  • Build all of the data fields you would want to track (this is fully customizable to whatever you want it to be!)

  • Create predefined lists so users are limited in their choices for some fields

  • Enter customer data (for testing and demo purposes)

  • Run filters on data to demonstrate the ease of use

  • Create pivot table reports to summarize large quantities of data

  • Create a dashboard report with the key metrics you would want out of your CRM, for example, number of customers at each stage of the sales cycle

  • Learn what NOT to do as well – only the best business practices 

  • Teach you how to then use that information to make informed decisions

  • And Much More!!!  You will be truly impressed with the power of the CRM system. 

At any point if you have a question, please feel free to ask through the course forum, I’d be happy to answer any and all questions.  


About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial reporting, small business and CRM systems.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA


Course Introduction
Instructor Introduction
Udemy Review System
Excel Basics
Excel Basics - Formatting, Reports and Charts

CRM Database Creation

Headers Beginning
Headers Finish
Filters and Formatting
Entering Test Data
Data Validation Part 1
Data Validation Part 2
Freeze Panes and Data
Using The Filters and General Use

CRM Report Creation and Use

Lead Pivot Table Part 1
Lead Count Chart and Sales by Lead Type
Sales by Month Pivot and Chart
Dashboard and Wrap Up

Course Conclusion

Course Conclusion
2020 Update - What's New In The Business For 2020
2021 Entrepreneur Trends To Watch
Recommended Next Steps
Bonus Lecture: Discounts For ALL My Other Courses
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
4 out of 5
149 Ratings

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30-Day Money-Back Guarantee


3 hours on-demand video
1 article
Full lifetime access
Access on mobile and TV
Certificate of Completion
Excel 101: Create Your Own CRM In Excel Masterclass
$78.98 $64


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