Spreadsheet to CRM
Turn your spreadsheet into a real CRM.
The spreadsheet works because it matches exactly how you sell. Most CRMs fail because they do not. Describe the columns and the tabs you have now, and the builder proposes the same thing as a pipeline with fields and follow-ups.
Where Spreadsheet costs you
- It only works for one person. The moment two people edit it, rows go missing, and nobody knows who last talked to the customer.
- Nothing reminds you. A spreadsheet does not notice a deal has sat untouched for three weeks. You notice at the end of the quarter.
- Every CRM you tried made you adapt. You have columns the CRM did not have and stages it did not allow. So you went back to the sheet.
Spreadsheet vs The Open CRM
| Spreadsheet | The Open CRM | |
|---|---|---|
| Cost | $0, plus the hours someone spends maintaining it | $15 Starter / $39 Pro per seat, or $0 self-hosted |
| Matches how you actually sell | Perfectly, because you built it | Describe how you sell; the builder proposes stages, fields, a rule and a view. You approve, it applies |
| Your custom columns | Any column you like | Yes, including date fields that can drive automations |
| Reminders and follow-ups | None, unless you script them | Trigger rules (stage entry, inactivity, N days before or after any date field), plus sandboxed extensions |
| Multiple people | Shared editing, no history, no ownership | Owners on companies and deals, an activity timeline, an append-only audit log |
| Reporting | Pivot tables you rebuild each month | Dashboards, a report builder and a weighted forecast, live |
| Getting your data in | It is already there | Import the sheet as CSV; columns map to fields, stage names translate onto your pipeline |
| Getting your data out | Trivial | CSV export and a self-service full data export, any time |
| Free | Yes | Free hosted tier (1 seat, 100 contacts, 10 deals, 100 companies) and free self-host |
Where this is not a fit
If you are one person with thirty deals, the spreadsheet may honestly be fine. Switch when a second person needs it, or when you missed a follow-up that cost you.
Compare
- HubSpot alternative for teams that just need the CRM
- Salesforce alternative you can change yourself
- Pipedrive alternative with more room to grow
- Zoho CRM alternative that is one tool, not fifty
- Custom CRM without building a custom CRM
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