How to migrate your CRM spreadsheet to CRM software

▤ Summary

When you’re ready to switch from a spreadsheet to a professional CRM program, follow these six simple steps to make the move correctly. (opens in new tab) is great for small businesses looking for an affordable CRM that can import data directly from Excel. To get the best bang for your buck, find a CRM that integrates with your existing software, keeps your customers data safe, and has features that fit your specific business requirements. For Zoho, click the Create button and select the type of data you want to import, such as leads, accounts, contacts, etc. Once your CRM has completed the import process, open a few customer files and review the fields to make sure everything matches.

▦ Linked Companies

Zoho

$1B+