When your Google Sheets CRM stops working

Signs you’ve outgrown the sheet

• A follow-up was forgotten because nothing reminded anyone.
• Two people edited the same row, or kept their own copy.
• You can’t see what happened with a client last month, only what the cell says today.
• The deal sheet, the contact sheet and the notes don’t link to each other.

What a CRM adds

• A pipeline board: drag deals from stage to stage, with the count and value of each stage.
• Reminders: a task with a due date on every deal, and a Today page with what’s overdue, due today, or has no next step.
• History: every record has a timeline of notes, tasks and changes, with who made them.
• Links: a person belongs to a company, a deal to both. Open one and see the rest.

What you keep from the sheet

Speed. Most CRMs make you wait on every click, which is why many teams stay in a spreadsheet. Really Fast CRM opens every record and search result at once, and has keyboard shortcuts for everything. How fast

Your columns, too: anything without a home becomes a custom field.

Moving your sheet

• In Google Sheets, choose File → Download → Microsoft Excel (.xlsx) or Comma Separated Values (.csv).
• Import it in Really Fast CRM. Match each column to a field, or create a custom field for it.
• Check the preview before anything is saved: what will be created, what matches records you already have, and any row with a problem. Undo the whole import in one click.