KPI

This year, I took on the challenge of building a custom CRM using Excel and AI. What started as an experiment to manage my own workflows has now become an indispensable tool for tracking everything from sales pipelines to cash flow and lead generation. In this blog, I walk you through how I developed this system—without expensive software subscriptions—and share key insights on how you can create your own. If you’re looking for a powerful, customizable, and free CRM solution, this post is for you.