From spreadsheet to CRM: a small business guide to making the switch
38 out of 55 businesses I audited were managing their client relationships through spreadsheets. Some had multiple spreadsheets maintained by different people with no shared version. One had client data split across Excel, Gmail folders, paper files and someone’s memory. Another had its entire client base in a paper folder in a locked office. If
Brian Schur
May 26, 2026