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Comparison

CRM or Excel for leads?

CRM or Excel for leads?

The short answer

Excel until the follow-ups start slipping; a CRM the day they do. The honest middle: a lightweight lead flow wired from the website - every enquiry logged, assigned, answered - without enterprise theatre.

How to actually decide

  • How many leads a week, and who chases them?
  • What does one dropped lead cost in your trade?
  • Who maintains the system - a person or a habit?

What we recommend

Lead systems are built here with the routing and WhatsApp flow included - the spreadsheet graduates when the volume says so. Both sides of this comparison are builds we deliver - which is exactly why the recommendation above has no sales angle. Itemise your stack in the lead systems, or content marketing.