CRM vs Spreadsheets: When Should a Small Business Switch?
Spreadsheets are a fine start for customer records. Here are the signs a growing UK business has outgrown them, and how to decide if a CRM is worth it.
Ideas for better customer work
Useful ideas for growing teams, plus clear guides to the features that make Beagle CRM a calmer place to work.
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2 articles
Spreadsheets are a fine start for customer records. Here are the signs a growing UK business has outgrown them, and how to decide if a CRM is worth it.
Why three places become a problem Most small businesses start with whatever is to hand. Enquiries arrive in someone's inbox. Quotes are Word or Excel files saved in a shared folder. Invoices come from the accounting package. Each tool works on its own.