How to Move From Spreadsheets to a CRM
A practical guide to migrating from spreadsheets to a CRM, with steps to move your client data without losing anything important.
Editor, CRM Beat
David has spent over a decade helping small UK businesses get more from their technology. As the founder of Kabooly CRM, he brings first-hand experience of building and running a CRM platform designed specifically for small teams.
At CRM Beat, David writes about practical CRM strategy grounded in real-world experience. His articles focus on helping business owners choose the right tools, avoid common pitfalls, and build lasting client relationships without overcomplicating things.
When he is not writing, David works on improving Kabooly CRM and advising small businesses on their technology choices.
A practical guide to migrating from spreadsheets to a CRM, with steps to move your client data without losing anything important.
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