Spreadsheet or CRM: when is it time to switch?
In short
When more than one person works with the same customers, or call-backs and quotes start to slip. In a CRM everyone sees the same thing, and tasks are tied to the customer with a deadline and an owner.
Updated:
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Signs you have outgrown the spreadsheet
- Several versions of the same spreadsheet are going round.
- You do not know who last spoke to a customer.
- Quotes and invoices live somewhere other than the customers.
- While a colleague is on leave, their customers are out of reach.
How to switch
Details
Save the spreadsheet as CSV with a header row and load it under Contacts → Import. The importer recognises Hungarian and English headers; you map the rest.
Where is the full guide?
This is the short answer. The longer guide walks through the steps, the pitfalls and the examples:
Questions
Can data be lost in the import?
Rows with an email are updated, not duplicated, on a second run; the preview shows what will come in before you start.