Outlook 365 Mini-CRM Build
Publicada el 2026-07-28
Descripción de la oferta
I want to turn Outlook 365 into a lightweight CRM that starts with a clean, user-friendly customer contact form. The form should capture basic contact details—name, email, phone, company—and automatically schedule follow-up reminders inside Outlook so nothing slips through the cracks. Once the form is in place, I need three core CRM features built on top of it: • Customer segmentation so I can filter and tag contacts by industry, size, or custom fields I define. • A simple sales pipeline dashboard that lets me move deals from Lead to Closed, ideally using folders, categories, or a custom view within Outlook. • Automated email campaigns triggered by stage changes or follow-up dates, leveraging Outlook’s native mail-merge or quick-steps so I can stay entirely within the Microsoft ecosystem. No external integrations are required right now—the entire workflow should live inside Office 365 using Outlook, People, and, if helpful, Excel or Power Automate for the automations. Acceptance criteria: 1. Contact form installed and tested on my O365 tenant. 2. Follow-up reminders fire reliably on set intervals. 3. Segmentation, pipeline stages, and email automations demonstrated on a sample data set. 4. Clear, step-by-step documentation so I can maintain or adjust the setup without additional coding. If you have done something similar with Outlook add-ins, Power Automate, or custom VBA forms, that experience will be a big plus. Looking forward to seeing how you’d approach this and how quickly we can get a working prototype.
Skills
Fuente original: freelancer