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crmTagged Accuracy, Analysis, Automation, Business, CRM, Databases, Efficiency, Excel, Management, Organization, Productivity, reporting, Software, Spreadsheets, Time-saving

Is Excel better than a CRM?

December 25, 2023

Is Excel really sufficient in managing customer relationships, or is a specialized Customer Relationship Management (CRM) software the better choice? […]

crmTagged Automation, Clients, Contacts, CRM, Customers, Database, Excel, Management, Organisation, Reports, Sales, Scheduling., Spreadsheet, Tools, Tracking

Can I use Excel as a CRM?

November 22, 2023

Is Excel just a spreadsheet tool or can it be much more? Could you potentially utilize this ubiquitous software as […]

crmTagged Activities, Automate, Contacts, CRM, Database, Design, Documentation, Efficiency, Excel, Organization, Reports, Schedule, Streamline, Tasks, Tracking

How to create CRM in Excel?

November 12, 2023

Have you ever considered the implications of not having a Customer Relationship Management (CRM) system? Could this be influencing the […]

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