Excel Spreadsheet

Discussion in 'Life Insurance Forum' started by GeorgeSolomon, Nov 19, 2013.

  1. GeorgeSolomon
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    GeorgeSolomon New Member

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    Does anyone use a specific template on Excel to track clients/prospects?
     
  2. sshafran
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    sshafran Guru

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    I used to. Not anymore.

    My advice, use a real CRM (I like Zoho - others may chime in - or search CRM in the search bar and see the discussions).
     
  3. BNTRS
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    BNTRS Guru

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    Excel is for number crunching not for data-basing.

    You could use Access--if you wanted to make your life miserable. Find a CRM you like.
     
  4. Sean27
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    Sean27 Expert

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    Which are some of the more common/popular CRM programs?
     
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