Can Excel be used as a CRM?
Yes, Excel can be used to build a CRM. However, it is not as efficient as a dedicated CRM platform that offers multiple advanced features.
What is a CRM spreadsheet?
A CRM spreadsheet manages data of sales leads and actual customers by jotting down information on a sheet, like Excel and Google Sheets.
What is the difference between CRM in Excel and CRM template?
A CRM in Excel uses a CRM template to track and monitor customer information. A CRM template can also be used in other databases like Airtable to offer a more advanced and modern experience.
What is a CRM system?
A Customer Relationship Management (CRM) system manages customer contact information to ensure strong relationships are built with your clientele.
Why use Excel for CRM?
You should use Excel as a CRM because
- It is free to use
- It is easy to learn and train
- It is customizable as multiple templates are available online.
What is the best CRM software?
The 5 best CRM builders in 2022 are
1. Zoho CRM
2. Salesforce Sales Cloud