5 Signs You’ve Outgrown Spreadsheets for Customer Tracking
Spreadsheets are great when you’re starting out. But if you’re doing more business and have more customers, it might be time for a better system.
James Rio
December 18, 2024
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Here are five signs that spreadsheets aren’t enough:
1. You can’t find info quickly.
Looking through tabs and rows takes too long.
2. You forget to follow up.
There’s no reminder system built in.
3. You’re sharing with others.
More people using the same file can lead to mistakes.
4. You’re tracking more than names.
When you need notes, emails, or phone calls all in one place, spreadsheets get messy.
5. You’re losing leads.
Without a proper system, it’s easy for contacts to fall through the cracks.
If this sounds like you, a CRM can help you stay on top of everything.
