Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...

While Excel is renowned for its versatility in calculations and data visualization, it can also do the job just fine as a ...

A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...