Where teams gather
to convert leads.

Data about the customer is stored in a single row, with the likelihood of repeating the customer details.

In a CRM, data is stored in collections based on the category. E.g. In a CRM for customer support, all customers will be held in the Customer Collection.

It's nearly impossible to prevent duplication of data across spreadsheets.

In a CRM, rules are in place to ensure data is never duplicated.

Very simple automation can be ran. Furthermore, setting up the automation can be a complex task

In a CRM, complex computations and calculations can easily be performed against your data. Once it's set up, it keeps running forever.

Different departments will create new spreasheets for the same purpose.

Everyone with access gets to collaborate on the same CRM data across departments.

Important information like your customers' data, can easily be duplicated, exported and stolen.

 Access rules are in place to prevent unauthorised data access. It's able to keep a log of every interaction.

No tasks or reminders are available. Users have to manually create them.

In a CRM, automated tasks and reminders help every team member work towards the same goal.

Adding integrations to view data on other systems is very complex.

Has the capability to integrate your custom data and databases.