CRM vs Excel: when is it time to switch?
A point-by-point comparison: where Excel stops being enough, what you get with a CRM and how to move your data.
Comparison
| What we compare | Excel | GCors CRM |
|---|---|---|
| Teamwork | Five versions of the same file and emails going back and forth. Who has the latest one? | One system. Everyone sees the same data at the same time. |
| Automation | Everything by hand: copying, reminders, tasks. | Workflows handle reminders, follow-ups and task assignment for you. |
| Reports | Pivot tables and formulas you refresh by hand. | A report is ready in one click, always with up-to-date data. |
| Business growth | The more people work in the same file, the bigger the mess. Connecting it to other software is hard. | Add users as your business grows. A REST API connects it to other software. |
| Mobile | A spreadsheet is hard to edit on a phone. | Apps for iOS and Android, plus a browser version. |
| Security | The file sits on someone’s computer and in email attachments. Nobody knows who has access. | Access rights set for each user individually. |
Six problems Excel does not solve
File versions
Quote_final.xlsx, Quote_final_v2.xlsx: which one is right?
No working at the same time
A team of ten, each with their own copy.
Manual work
You have to remember and handle every call and reminder yourself.
Does not grow with your team
Excel was not built for a whole sales team to work in.
Data errors
One bad copy or an overwritten formula, and there is no way back.
Data loss
The hard drive fails and the file is gone.
How to switch from Excel to a CRM
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Export
Export your data from Excel to CSV.
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Import
Import it into GCors CRM. Duplicates are merged automatically.
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Setup
Set up your sales stages to match how you work.
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Training
Our team trains your people free of charge.
Frequently asked questions
Can I keep using Excel?
Yes. For one to three people, Excel is perfectly fine. Every new colleague in the same file adds to the problems, and from five people up, a CRM becomes a necessity.
How long does the switch take?
It depends on your requirements, at least 30 days. Training for your team is free.
What if the data gets lost?
The CRM makes backups on its own, so your data is not lost.
Can I export my data from the CRM later?
Yes, at any time: to Excel, CSV or PDF.
Move from Excel to GCors CRM
We will show you the CRM and plan your move from Excel.