lead tracking spreadsheet

Lead Tracking Spreadsheet vs CRM (Which One Actually Works?)

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Spreadsheet vs CRM for Lead Tracking: Which One Actually Works? The spreadsheet vs CRM lead tracking debate is one most service businesses have to face eventually. If you are tracking leads in a spreadsheet right now, you are already losing jobs. Not because spreadsheets are bad. Because spreadsheets rely on you remembering. And when you … Read more

How to Track Leads Without a CRM (And When to Stop)

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If you are searching for how to track leads without CRM, you are probably not trying to avoid systems. You are trying to avoid complexity. You do not want pipelines, workflows, and monthly subscription fees when you are just trying to stop losing enquiries between jobs. That is a reasonable place to start. A simple … Read more