Build a CRM in Excel with VBA – Add, Search & Save Clients (No Subscriptions Needed)

In this step-by-step tutorial, you'll learn how to create a fully functional CRM (Customer Relationship Management) tool inside Excel using VBA. We’ll build a searchable UserForm, add client records, and automatically save data to your Excel sheet — perfect for freelancers, consultants, and small businesses.

Whether you're tired of messy spreadsheets or expensive CRM software, this tutorial will give you a clean, fast system that works right inside Excel.

✅ What You’ll Learn:

Build a clean CRM UI in Excel

Add and search client records

Auto-save new leads to your database

Use checkboxes, dropdowns, and clean UX

No add-ins or third-party tools required

⏱️ Timestamps: (update after upload)

[00:00] Intro – What we're building
[00:29] Set up your Excel sheet & Create the UserForm
[09:44] Code Userform settings
[25:31] Code Clear button
[26:28] Code Add /save button
[29:14] Code Email button
[33:27] Style form code
[34:34] Final walkthrough + testing
[37:02] Outro and whats next?
📥 Download the CRM Template (Free)
👉 https://jacobautomation.gumroad.com/l/Vault
📲 Follow me for daily content on Excel VBA, SQL, Python, and AI automation:

🔗 Instagram: https://www.instagram.com/excel_vba_automation/
🔗 TikTok: https://www.tiktok.com/@jacob.automation
🛠️ Automation tools & templates: https://www.etsy.com/dk-en/shop/ExcelVbaAutomation

Download my FREE Automation Toolkit here:
https://jacobautomation.gumroad.com/l/automationtoolkit
💬 Drop a comment if you want Part 2: Update & Delete Features!

Видео Build a CRM in Excel with VBA – Add, Search & Save Clients (No Subscriptions Needed) канала Excel VBA Automation