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September 16, 202600.0

CRM or Excel: 7 signals it is time to switch in 2026

CRM or Excel: 7 signals it is time to switch in 2026

Excel is a fine start. It becomes a problem when the sheet is a second full-time job for sales.

  1. One client in three files
  2. Onboarding takes a week
  3. Manual weekly reports
  4. Leads die in personal chats
  5. Unknown channel ROI

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