• May include: A digital Client CRM System dashboard built in Excel VBA. The interface features dark blue panels with white text, including sections for client management, service tracking, task automation, and data tables for active services and client details.
  • May include: A dark blue customer review card featuring five orange stars and the text: Jacob's CRM system is one of the most impressive Excel-based business applications I've purchased. It's much more than a spreadsheet — it feels like a professionally designed software application. Ezell, Developer-tier buyer, Verified purchase, CRM for Service-Based Businesses.
  • May include: A laptop displaying a CRM registration form with the text Register Your CRM - Get Free Upgrades. The background features green glowing graphics, an upward arrow, and text listing benefits like Be the First to Know and New Features.
  • May include: A laptop screen displaying a Client CRM System interface with dark blue backgrounds and light blue buttons. Above the screen, text reads SETUP GUIDE INCLUDED and STEP-BY-STEP YOUTUBE VIDEO SET UP YOUR CRM IN 10 MINUTES! with a red YouTube icon.
  • May include: A digital marketing graphic for Jacob Automation CRM software built in Excel VBA. The image displays a laptop showing a dashboard, a product box, and text listing target users including service businesses and consultants.
  • May include: A comparison graphic showing a typical spreadsheet template versus the Jacob Automation Solutions application built in Excel. The image features text, icons, and an invoice management system interface with buttons for automated actions.
  • May include: A digital marketing graphic for Jacob Automation CRM software, featuring a laptop displaying a dashboard with charts and data. The text highlights features like client management, email automation, and task tracking, built in Excel VBA.
  • May include: An infographic titled 7 Powerful Benefits For Your Business by Jacob Automation. It details CRM software features built in Excel VBA, including time savings, accuracy, growth, organization, and decision-making tools for business users.
  • May include: A black and green infographic titled 5 WHAT'S INCLUDED? detailing a CRM system built in Excel VBA for service businesses. It lists features like email automation, task management, document generation, and a dashboard with green checkmarks.
  • May include: A comparison chart for Jacob Automation software featuring two license versions: Standard License with no VBA code access for 997 DKK, and Developer License with full VBA code access for 1,497 DKK. Includes feature lists and icons.
  • May include: A digital marketing graphic for Jacob Automation document generation software. It displays three document templates for proposals, onboarding, and meeting notes, alongside a three-step process flow and feature list for Excel VBA.
  • May include: A digital CRM settings interface for Excel VBA featuring fields for company name, email, phone, address, document folder, currency, and due days. The layout includes green icons, a save button, and text explaining setup and features.
  • May include: A dark-themed software interface for email automation, featuring a central dashboard for selecting clients, templates, and attaching files. It displays an Outlook email preview, a PDF document attachment, and icons for Windows compatibility.
  • May include: A digital infographic showcasing an Excel CRM system. It features a 5-star Upwork review for an Excel CRM Redesign Specialist, project details, and a workflow diagram. The layout highlights features like client management, task tracking, and Windows compatibility.
  • May include: A digital planning software interface titled Planning Center, featuring a dark blue theme with a monthly calendar for July 2026. The layout includes input fields for titles, clients, and categories, alongside a list of planned items, color-coded status indicators, and instructional steps for task management on Windows PCs.
  • May include: A digital infographic titled Document Generation Walkthrough displaying a software interface for creating professional documents. It features a document center dashboard, a generated client onboarding document, and a four-step process flow.
  • May include: A black and neon green infographic titled FREE FUTURE UPDATES. It displays a progression from v1.0 to v3.0 with dashboard charts, a question mark for future features, and text detailing no subscription fees and continuous improvements.
  • May include: A dark blue digital interface graphic titled New in This Update, showcasing three CRM features: Custom Status Labels, Archive & Restore Clients, and a Built-In Date Picker. The layout includes software windows, dropdown menus, and a calendar.
  • May include: A comparison graphic titled Client Management, Made Safer. The left side shows a Client CRM System interface with a delete warning and the text Deleted = Gone Forever. The right side shows an Archived Clients interface with a restore button.
  • May include: A digital Client CRM System dashboard built in Excel VBA. The interface features dark blue panels with white text, including sections for client management, service tracking, task automation, and data tables for active services and client details.
  • Product video
  • May include: A dark blue customer review card featuring five orange stars and the text: Jacob's CRM system is one of the most impressive Excel-based business applications I've purchased. It's much more than a spreadsheet — it feels like a professionally designed software application. Ezell, Developer-tier buyer, Verified purchase, CRM for Service-Based Businesses.
  • May include: A laptop displaying a CRM registration form with the text Register Your CRM - Get Free Upgrades. The background features green glowing graphics, an upward arrow, and text listing benefits like Be the First to Know and New Features.
  • May include: A laptop screen displaying a Client CRM System interface with dark blue backgrounds and light blue buttons. Above the screen, text reads SETUP GUIDE INCLUDED and STEP-BY-STEP YOUTUBE VIDEO SET UP YOUR CRM IN 10 MINUTES! with a red YouTube icon.
  • May include: A digital marketing graphic for Jacob Automation CRM software built in Excel VBA. The image displays a laptop showing a dashboard, a product box, and text listing target users including service businesses and consultants.
  • May include: A comparison graphic showing a typical spreadsheet template versus the Jacob Automation Solutions application built in Excel. The image features text, icons, and an invoice management system interface with buttons for automated actions.
  • May include: A digital marketing graphic for Jacob Automation CRM software, featuring a laptop displaying a dashboard with charts and data. The text highlights features like client management, email automation, and task tracking, built in Excel VBA.
  • May include: An infographic titled 7 Powerful Benefits For Your Business by Jacob Automation. It details CRM software features built in Excel VBA, including time savings, accuracy, growth, organization, and decision-making tools for business users.
  • May include: A black and green infographic titled 5 WHAT'S INCLUDED? detailing a CRM system built in Excel VBA for service businesses. It lists features like email automation, task management, document generation, and a dashboard with green checkmarks.
  • May include: A comparison chart for Jacob Automation software featuring two license versions: Standard License with no VBA code access for 997 DKK, and Developer License with full VBA code access for 1,497 DKK. Includes feature lists and icons.
  • May include: A digital marketing graphic for Jacob Automation document generation software. It displays three document templates for proposals, onboarding, and meeting notes, alongside a three-step process flow and feature list for Excel VBA.
  • May include: A digital CRM settings interface for Excel VBA featuring fields for company name, email, phone, address, document folder, currency, and due days. The layout includes green icons, a save button, and text explaining setup and features.
  • May include: A dark-themed software interface for email automation, featuring a central dashboard for selecting clients, templates, and attaching files. It displays an Outlook email preview, a PDF document attachment, and icons for Windows compatibility.
  • May include: A digital infographic showcasing an Excel CRM system. It features a 5-star Upwork review for an Excel CRM Redesign Specialist, project details, and a workflow diagram. The layout highlights features like client management, task tracking, and Windows compatibility.
  • May include: A digital planning software interface titled Planning Center, featuring a dark blue theme with a monthly calendar for July 2026. The layout includes input fields for titles, clients, and categories, alongside a list of planned items, color-coded status indicators, and instructional steps for task management on Windows PCs.
  • May include: A digital infographic titled Document Generation Walkthrough displaying a software interface for creating professional documents. It features a document center dashboard, a generated client onboarding document, and a four-step process flow.
  • Product video
  • May include: A black and neon green infographic titled FREE FUTURE UPDATES. It displays a progression from v1.0 to v3.0 with dashboard charts, a question mark for future features, and text detailing no subscription fees and continuous improvements.
  • May include: A dark blue digital interface graphic titled New in This Update, showcasing three CRM features: Custom Status Labels, Archive & Restore Clients, and a Built-In Date Picker. The layout includes software windows, dropdown menus, and a calendar.
  • May include: A comparison graphic titled Client Management, Made Safer. The left side shows a Client CRM System interface with a delete warning and the text Deleted = Gone Forever. The right side shows an Archived Clients interface with a restore button.
Report this item to Etsy

CRM for Service Based Businesses | Excel VBA | Client Management System | No Subscription | Instant Download

JacobAutomation  
5 out of 5 stars

Item highlights

  • Digital download
  • Digital file type(s): 1 ZIP

Seller's description

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
CRM FOR SERVICE BASED BUSINESSES
Business Software Built in Excel VBA
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Stop managing clients in scattered spreadsheets. This is a complete CRM system built in Excel VBA — dark UI, automation workflows, and everything your service business needs in one place.

No monthly subscription. One-time purchase. Runs in Excel.

━━━ WHAT'S INCLUDED ━━━

✓ Client Management — add, edit, search clients with a full dark UI userform
✓ Service Tracking — manage services per client with status, dates and pricing
✓ Email Automation — select client, load template, auto-fill placeholders, send via Outlook
✓ Task Manager — priority levels, status filters, progress tracking per service
✓ Notes & Activity Timeline — full communication history per client
✓ Document Generation — auto-generate Proposals, Onboarding docs, Client Summaries as PDF
✓ Operations Center — workload overview, KPI dashboard, task control
✓ Global Search — search across all clients, services and tasks instantly
✓ Planning Center — scheduling system with calendar view
✓ KPI Cards — live metrics on the main dashboard
✓ Settings Form — configure company name, email, document folder, currency
✓ Start Page Launcher — clean product-style front page
✓ Sample Data Included — see the system in action immediately
✓ Clear Sample Data — one click to wipe and start fresh

━━━ WHO IS THIS FOR ━━━

This system is built for:
— Freelancers managing multiple clients
— Consultants tracking projects and services
— Small service businesses replacing manual admin
— Anyone who wants a real CRM without a monthly subscription

━━━ TECHNICAL DETAILS ━━━

— Built in: Excel VBA (xlsm file)
— Requires: Microsoft Excel with macros enabled
— Outlook required for email sending features
— Works on: Windows (Excel 2016 and above)
— VBA code: password protected (Standard License)
— Delivery: Instant download

━━━ BUILT ON YOUTUBE ━━━

This is the exact system built across a 10-part YouTube series. Watch the full build here:
https://youtube.com/playlist?list=PLsAhIzhjWT7IW6GGksEcApqkjd_KFQhv-&si=oUfUAONGUZ6KDYzA

━━━ NEED A CUSTOM VERSION? ━━━

Want the system modified for your specific business — custom fields, integrations, or a completely bespoke build?

Submit a custom request here:
https://web-production-07be5.up.railway.app/

━━━ DEVELOPER LICENSE ━━━

Need full access to the VBA source code to customise the system yourself? The Developer License includes the fully unlocked file with no password protection.

Find the Developer License in the Jacob Automation Etsy shop:
https://www.etsy.com/dk-en/shop/JacobAutomation

Questions? Message the shop and I'll get back to you.

File Details (Etsy Upload Section)
File type: .xlsm (Excel Macro-Enabled Workbook)
Include: the main xlsm file + Templates folder (Proposal.docx, Onboarding.docx, ClientSummary.docx)

View more

Shop review

Why this review appears

All reviews are from verified buyers. This review is shown automatically based on factors like recency, whether it includes comments, your chosen language, and whether the rating reflects the typical experience with the shop.

“Jacob was easy to work with and he took my modification and went beyond what was asked of him. He worked in a timely manner at a great price.”

Daniel

6 days ago

View all

8 views in the last 24 hours

Price:1.246,25 kr.

VAT Included

You can only make an offer when buying a single item

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A digital Client CRM System dashboard built in Excel VBA. The interface features dark blue panels with white text, including sections for client management, service tracking, task automation, and data tables for active services and client details.

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
CRM FOR SERVICE BASED BUSINESSES
Business Software Built in Excel VBA
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Stop managing clients in scattered spreadsheets. This is a complete CRM system built in Excel VBA — dark UI, automation workflows, and everything your service business needs in one place.

No monthly subscription. One-time purchase. Runs in Excel.

━━━ WHAT'S INCLUDED ━━━

✓ Client Management — add, edit, search clients with a full dark UI userform
✓ Service Tracking — manage services per client with status, dates and pricing
✓ Email Automation — select client, load template, auto-fill placeholders, send via Outlook
✓ Task Manager — priority levels, status filters, progress tracking per service
✓ Notes & Activity Timeline — full communication history per client
✓ Document Generation — auto-generate Proposals, Onboarding docs, Client Summaries as PDF
✓ Operations Center — workload overview, KPI dashboard, task control
✓ Global Search — search across all clients, services and tasks instantly
✓ Planning Center — scheduling system with calendar view
✓ KPI Cards — live metrics on the main dashboard
✓ Settings Form — configure company name, email, document folder, currency
✓ Start Page Launcher — clean product-style front page
✓ Sample Data Included — see the system in action immediately
✓ Clear Sample Data — one click to wipe and start fresh

━━━ WHO IS THIS FOR ━━━

This system is built for:
— Freelancers managing multiple clients
— Consultants tracking projects and services
— Small service businesses replacing manual admin
— Anyone who wants a real CRM without a monthly subscription

━━━ TECHNICAL DETAILS ━━━

— Built in: Excel VBA (xlsm file)
— Requires: Microsoft Excel with macros enabled
— Outlook required for email sending features
— Works on: Windows (Excel 2016 and above)
— VBA code: password protected (Standard License)
— Delivery: Instant download

━━━ BUILT ON YOUTUBE ━━━

This is the exact system built across a 10-part YouTube series. Watch the full build here:
https://youtube.com/playlist?list=PLsAhIzhjWT7IW6GGksEcApqkjd_KFQhv-&si=oUfUAONGUZ6KDYzA

━━━ NEED A CUSTOM VERSION? ━━━

Want the system modified for your specific business — custom fields, integrations, or a completely bespoke build?

Submit a custom request here:
https://web-production-07be5.up.railway.app/

━━━ DEVELOPER LICENSE ━━━

Need full access to the VBA source code to customise the system yourself? The Developer License includes the fully unlocked file with no password protection.

Find the Developer License in the Jacob Automation Etsy shop:
https://www.etsy.com/dk-en/shop/JacobAutomation

Questions? Message the shop and I'll get back to you.

File Details (Etsy Upload Section)
File type: .xlsm (Excel Macro-Enabled Workbook)
Include: the main xlsm file + Templates folder (Proposal.docx, Onboarding.docx, ClientSummary.docx)

  • Designed by
    JacobAutomation
  • Item type
    Digital download
  • Digital file type(s)
    1 ZIP
Shop with confidence
Star Seller

This seller consistently earned 5-star reviews, shipped orders on time, and replied quickly to messages.

Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

Meet your seller

JacobAutomation
Jacob
JacobAutomation ·

Aarhus, Central Jutland

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.8
·
135 sales
·
1.5 years on Etsy

Usually responds in a few hours

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

View shop registration details

You may also like

Shoppers with similar taste loved these

Show more
Show more
Listed on Jul 11, 2026
One favorite
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Bookkeeping Templates