Hey there, Thank you for sharing the Excel file I have reviewed it and I see you want to convert a complex Excel-based tool, currently using VBA for CRM data integration and project scheduling, into a fully functional web application. The new application will automate live data gathering from the CRM system, streamline project scheduling, and replace manual refreshes with automated updates. Right? So, here are a few questions for you:
1. How does the Excel file currently gather data from your CRM system? Is it through an API, direct database connection, or manual export-import processes?
2. Can you describe your current project scheduling process step-by-step? What pain points do you face during scheduling?
3. What kind of notifications or alerts would you like the system to provide (e.g., task deadlines, project updates, resource availability)?
4. What data or reports do you need to access most frequently, and how quickly do they need to refresh in real time?
Why Choose Us?
We specialize in transforming complex Excel-based systems into dynamic web applications. With expertise in CRM integrations, interactive dashboards, and scheduling tools, we leverage modern frameworks like React and Angular to deliver scalable, user-centric solutions tailored to your needs.
Let's jump over an on-site chat or call to walk through everything to avoid confusion.
Budget and Duration TBD.
Regards,
Tafsol Technologies :)