Excel Spreadsheet

[GeorgeSolomon]

Does anyone use a specific template on Excel to track clients/prospects?

 

[sshafran]

Does anyone use a specific template on Excel to track clients/prospects?

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).

 

[BNTRS]

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.

 

[Sean27]

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