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7 tips for using Excel as a simple CRM for small businesses

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...
One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...
Excel used to be the poor schmuck’s database, with spreadsheets that just sort of sat there. You could create something more sophisticated with LOOKUP functions, but they were a huge hassle to set up.