Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, and training, boosting growth.

Growing companies encounter various bottlenecks that inhibit growth and cause them to plateau. It starts innocently enough. Everyone reaches for a spreadsheet to make lists: Marketing gets a list of ...