Smart Excel templates that automate your workflow — no subscriptions, no stress.
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Last updated on Mar 27, 2026
Reviews
4.6
(11)
Average item review
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.
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Ezell on Jul 14, 2026
5 out of 5 stars⭐⭐⭐⭐⭐ 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. The interface is clean, intuitive, and well organized, and it’s clear that a tremendous amount of thought and expertise went into both the functionality and user experience. As someone who develops reporting and automation solutions, I especially appreciate the attention to detail, modern design, and practical business workflows built into the system. It has already given me numerous ideas for my own projects and has shown what’s possible using Excel, VBA, and automation. If you’re looking for a powerful, professional, and well-built CRM solution that you can learn from and customize, I highly recommend Jacob’s work. A+++ work.
Jacob responded on Jul 14, 2026
Thank you so much for this — really means a lot coming from someone who builds automation solutions themselves. That’s exactly the intent behind it: something that feels like real software, not a spreadsheet. Glad it’s already sparking ideas for your own projects. Appreciate you taking the time to write this!
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Evan on Feb 24, 2026
5 out of 5 starsGreat spreadsheet, very helpful for people that manages time tracking of employees. Jacob is very helpful when it comes to application support. Thank you Jacob!
Jacob responded on Feb 24, 2026
Thank you for the great review! I’m really glad the time tracker is helping with managing employee hours. Always happy to help with support — appreciate you!
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HP on Dec 21, 2025
5 out of 5 starsI wanted a clean, organized, simple, and offline CRM to flank my fully loaded cloud based CRM. It is so convenient to have an Excel based client manager while I am on the road visiting clients. This saves me so much time and hassle in situations when I just quickly need a contact's phone number to lock down a large project, or I am trying to remember someone's name that I met three months ago. It is just a quick and easy way to recall client info without wasting time finding WiFi or setting up a hotspot. Also, Jacob has been an amazing resource. He is very very responsive if you have questions about the program and his YouTube tutorials basically walk you through every line of the code making it easy to accommodate changes. This has truly been one of the best purchases I made this year.
Jacob responded on Dec 21, 2025
Thank you so much for this detailed and thoughtful review! I’m really glad the CRM is helping you stay organized while you’re on the go — that was exactly the goal behind building it. 🙌 It was a pleasure helping you tweak it to fit your workflow. I truly appreciate you taking the time to share your experience — especially the kind words about the support and tutorials. Means a lot! Don’t hesitate to reach out if you ever need anything else or want to customize further. Wishing you continued success with your projects!
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SEVANS on Jul 19, 2025
5 out of 5 starsGreat product. I've been using this at work to mark quick entries for my timesheet and it's proven very useful at the end of the week when submitting.
Jacob responded on Jul 19, 2025
Thanks so much for the kind words! I’m really glad it’s helping you track your time more easily — that was exactly the goal. If you ever have suggestions or need anything similar, feel free to reach out!
About JacobAutomation
Sales
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On Etsy since 2024
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More information
Last updated on
Feb 24, 2026
Frequently asked questions
❓ Will this work in my version of Excel?
Yes! All templates are designed for Excel 2016 or newer on Windows. Most features also work in Excel 365. If you're unsure, feel free to message me before purchase.
❓ Can I customize the template for my business?
Absolutely. All templates are fully editable — you can change labels, colors, formulas, and layouts to fit your needs. No coding required.
❓ Do you offer refunds?
Because this is a digital product, I can't offer refunds after purchase. But I'm happy to help if you run into any issues — just message me!
❓ Can you customize a spreadsheet for my business or workflow?
I occasionally take on custom work depending on the project and availability. Send me a message with a short description of what you need, and I’ll let you know if it’s a good fit!
❓ Does this work on Mac, iPad, or mobile devices?
This template is built using VBA automation and custom UserForms, and is designed for:
👉 Excel 2016 or newer on Windows (desktop version only)
It will NOT work on:
Excel for Mac
Excel Online (browser version)
iPad or mobile devices
Google Sheets
Mac and online versions of Excel do not fully support VBA UserForms or advanced automation features used in this system.
If you're unsure which version of Excel you have, please message me before purchasing and I’ll help you confirm.