When a spreadsheet is enough
- Low lead volume
- One owner
- Simple sales process
- Little need for automation
When CRM starts to win
- Multiple owners
- Duplicate records
- Missed follow-up
- Pipeline visibility needed
- Customer history fragmented
- Automation needed
Compare spreadsheets with CRM software and learn when ownership, pipelines, follow-up, and automation justify making the switch.
Independent guidance focused on process fit, total stack cost, and practical implementation.
Start with the CRM selection guide →