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CRM vs Spreadsheets: When Should a Small Business Switch?

Spreadsheets are a reasonable place to start Almost every small business keeps its first customer list in a spreadsheet. That's sensible. It's free, everyone knows how to use it, and you can shape it however you like.

SC Steven Cahill

Spreadsheets are a reasonable place to start

Almost every small business keeps its first customer list in a spreadsheet. That's sensible. It's free, everyone knows how to use it, and you can shape it however you like.

This guide isn't going to tell you spreadsheets are wrong. It sets out what they do well, where they start to strain as a business grows, and a few honest questions to decide whether switching is worth the effort.

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