06/03/2026
Spreadsheet or CRM?
At what point should a business stop managing customers in spreadsheets and move to a CRM?
For me, there are a few telltale signs:
❌ You're searching multiple spreadsheets to find customer information
❌ Follow-ups are being missed or late
❌ Team members have different versions of the same data (!!)
❌ Reporting takes hours to put together
❌ Customer notes live in emails, notebooks, and spreadsheets
Spreadsheets are a great tool, but as your business grows, they often become a bottleneck rather than a solution.
A CRM doesn't just store customer information—it helps organize communication, automate repetitive (often, boring) tasks, and gives your team visibility into what's happening with every customer at their fingertips.
So here's my question:
How many spreadsheets is your business currently using to track customers, projects, or work orders?
(Be honest. No judgment.)