You can build a working CRM in Google Sheets with features that are already in its menus, and the hard part is keeping it small enough that you still update it in month three. This guide gives you the tabs, the exact columns and four formulas you can check against example rows. A Google Sheets … Read more
Most people working in B2B companies who run their sales pipeline in Excel didn’t pick Excel themselves. They inherited it. Accounting set up the spreadsheet, sales started typing into the same kind of file and three years later there are six .xlsx files with “FINAL” in the name and nobody knows which one is current. … Read more
Across 50+ B2B clients I’ve worked with at my outbound agency Fenixtal over the past 3 years, half tracked deals in spreadsheets. The other half overpaid for Salesforce, HubSpot or some clunky ERP nobody opened. There rarely were any middle ground, altrough those options can fit for some companies. In this post we’re going to … Read more
Most founders stop using Google sheets for sales tracking too late or jump to a massive CRM, and both mistakes cost the same thing: deals. The signal when you should make changes isn’t a gut feeling. It’s a specific combination of deal volume, team size and how often you’re missing follow-ups. This post gives you … Read more