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Ideas, guides and news on client management and running a service business.

CRM vs Spreadsheet: When to Stop Managing Customers in Excel
Customer Management

CRM vs Spreadsheet: When to Stop Managing Customers in Excel

You can manage customers in Excel — up to a point. See when the spreadsheet becomes a bottleneck, what a CRM solves that it can't, what the "free spreadsheet" really costs, and how to migrate without losing data.

Felipe Santos·3 min
Understand the concept, how it differs from a CRM, and how to structure customer management to grow predictably.
Customer Management

Understand the concept, how it differs from a CRM, and how to structure customer management to grow predictably.

Customer management is the set of processes, data, and relationship practices a company uses to attract, serve, retain, and expand its customer base. See the 4 pillars, how it differs from a CRM, and a step-by-step to build yours from scratch.

Felipe Santos·6 min
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