CRM Contable Excel 2026<\/p>\n
Gesti\u00f3n de Clientes, Vencimientos,
\nCobranza y Pagos \u2014 100% Excel<\/p>\n
\u00bfQu\u00e9 es?
\nUn sistema de gesti\u00f3n de clientes (CRM)
\ndise\u00f1ado espec\u00edficamente para contadores y
\nestudios contables en Chile, construido
\n\u00edntegramente en Excel. No requiere instalaci\u00f3n,
\ninternet, ni licencias externas: se abre en
\ncualquier computador o celular con Excel y
\nfunciona de inmediato.
\nReemplaza el t\u00edpico “cuaderno de
\nvencimientos” o las planillas sueltas por un
\nsistema \u00fanico donde se controla toda la
\ncartera de clientes: sus datos, sus tr\u00e1mites
\nrecurrentes, la cobranza de honorarios y los
\npagos recibidos \u2014 todo conectado con
\nf\u00f3rmulas autom\u00e1ticas.<\/p>\n
\u00bfA qui\u00e9n est\u00e1 dirigido?
\nContadores independientes y estudios
\ncontables que gestionan una cartera de
\nclientes con tr\u00e1mites mensuales recurrentes
\n(F29, Previred, Renta, boletas de honorarios) y
\nnecesitan un m\u00e9todo simple y ordenado para
\nno perder vencimientos ni olvidar cobros.
\nM\u00f3dulos incluidos
\n1. Clientes (hasta 100)
\nFicha completa por cliente: raz\u00f3n social, RUT,
\ngiro, contacto, WhatsApp, email, honorario
\nmensual, r\u00e9gimen tributario (Pro Pyme
\nTransparente, 14D3, Renta Efectiva, Boleta de
\nHonorarios) y estado activo\/inactivo.
\n2. Vencimientos
\nRegistro de tr\u00e1mites recurrentes por cliente
\n(F29, Previred, Renta Anual, Boleta de
\nHonorarios, Patente Municipal, etc.). La planilla
\ncalcula sola la pr\u00f3xima fecha de vencimiento y
\nclasifica el estado con sem\u00e1foro de colores:
\nVENCIDO (rojo), PR\u00d3XIMO \u2014 dentro de 7 d\u00edas
\n\u2014 (amarillo) y AL D\u00cdA (verde).<\/p>\n
3. Cobranza WhatsApp
\nTrae una plantilla de mensaje 100% editable
\n(con campos {NOMBRE}, {MES}, {MONTO})
\nque arma autom\u00e1ticamente el aviso de cobro
\npara cada cliente y genera un link directo de
\nWhatsApp ( wa.me ) listo para enviar con un
\nclic.
\n4. Ingresos
\nRegistro de cada pago recibido: fecha, cliente,
\nmes correspondiente, monto, medio de pago y
\nestado (pagado\/pendiente). Permite
\nreconstruir el historial real de cobranza de
\ncada cliente.
\n5. Dashboard
\nResumen ejecutivo autom\u00e1tico: clientes
\nactivos e inactivos, honorarios mensuales
\ntotales, monto cobrado y pendiente del mes
\nactual, porcentaje de cobranza, tr\u00e1mites
\nvencidos y pr\u00f3ximos \u2014 con gr\u00e1fico de cobrado
\nvs. pendiente.<\/p>\n
Caracter\u00edsticas t\u00e9cnicas<\/p>\n
100% f\u00f3rmulas autom\u00e1ticas (nada
\nhardcodeado): se actualiza solo al agregar
\no modificar datos.
\nListas desplegables (dropdowns) para
\nevitar errores de tipeo.
\nSem\u00e1foro de vencimientos con formato
\ncondicional autom\u00e1tico.
\nCompatible con Excel de escritorio, Excel
\nm\u00f3vil (Android\/iPhone) y Excel Online.
\nNo requiere macros, plugins ni conexi\u00f3n a
\ninternet.
\nSin errores de f\u00f3rmulas verificado (1.811
\nf\u00f3rmulas revisadas).
\nBeneficios
\nCero clientes olvidados: el sem\u00e1foro avisa
\nantes de que un tr\u00e1mite venza.
\nCobranza m\u00e1s r\u00e1pida: el mensaje y el link
\nde WhatsApp se generan solos.
\nVisi\u00f3n clara del mes: cu\u00e1nto se ha cobrado
\ny cu\u00e1nto falta, en un vistazo.
\nCero curva de aprendizaje: si usas Excel, ya
\nsabes usarlo.<\/p>\n
Escalable hasta 100 clientes sin perder
\nvelocidad ni orden.<\/p>\n
Producto Dondeeloso.cl y ContadorCP \u2014 Excel para
\ncontadores y pymes chilenas.<\/p>\n","protected":false},"excerpt":{"rendered":"
CRM Contable Excel 2026 Gesti\u00f3n de Clientes, Vencimientos, Cobranza y Pagos \u2014 100% Excel \u00bfQu\u00e9 es? Un sistema de gesti\u00f3n […]<\/p>\n","protected":false},"featured_media":568,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"product_brand":[],"product_cat":[47],"product_tag":[],"class_list":["post-566","product","type-product","status-publish","has-post-thumbnail","product_cat-planillas-contables-personal","desktop-align-left","tablet-align-left","mobile-align-left","first","instock","sale","downloadable","virtual","taxable","purchasable","product-type-simple"],"_links":{"self":[{"href":"https:\/\/dondeeloso.cl\/index.php\/wp-json\/wp\/v2\/product\/566","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dondeeloso.cl\/index.php\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/dondeeloso.cl\/index.php\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/dondeeloso.cl\/index.php\/wp-json\/wp\/v2\/comments?post=566"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dondeeloso.cl\/index.php\/wp-json\/wp\/v2\/media\/568"}],"wp:attachment":[{"href":"https:\/\/dondeeloso.cl\/index.php\/wp-json\/wp\/v2\/media?parent=566"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/dondeeloso.cl\/index.php\/wp-json\/wp\/v2\/product_brand?post=566"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/dondeeloso.cl\/index.php\/wp-json\/wp\/v2\/product_cat?post=566"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/dondeeloso.cl\/index.php\/wp-json\/wp\/v2\/product_tag?post=566"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}