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Google Sheets vs CRM — when a spreadsheet is enough

When Sheets works, when it breaks, and how to move to a CRM without losing history.

Sheets is great early on: cheap, flexible, and everyone knows it. For a business with dozens of leads a month and simple tracking — it can last years.

It breaks when several people edit at once, when you need automatic reminders, clear statuses, or a chat history. Then you get mistakes, duplicates, and "who owns this?".

A small CRM (free HubSpot, Pipedrive, or a local tool) gives a sales pipeline, reminders, and custom fields. You can import from Sheets and keep the sheet as a report.

My rule of thumb: if you have more than ~30 active leads a month or more than one person touching them — use a CRM. Otherwise Sheets plus light automation can hold. You can start from CRM systems.

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