Leads and CRM
How do I replace a spreadsheet used to track leads and customers?
Move the process, not just the rows. Define the customer fields, stages, ownership, follow-up rules, and reports the spreadsheet was trying to support. Clean duplicates before migration and choose a CRM or simple database-backed system that can handle multiple users and history safely.
What to check
- What does the spreadsheet track today?
- Which formulas or manual steps are part of the process?
- Which records need cleaning before migration?