Spreadsheet to CRM
Move from a sales spreadsheet to a real CRM in minutes
Spreadsheets are a great start, but they don't remind you to follow up, can't forecast revenue and break when two people edit them. Export your sheet as CSV and bring it into RevenueRobotics.
RevenueRobotics vs Spreadsheet
| RevenueRobotics | Spreadsheet | |
|---|---|---|
| Follow-up reminders | Tasks and automations | Manual |
| Pipeline view | Drag-and-drop board | Rows and colours |
| Revenue forecast | Weighted, automatic | Formulas you maintain |
| History per deal | Activity timeline | Cell comments |
| Cost | €29 per seat / month | Free, but costs you missed deals |
Why teams switch
Keep your columns
Your CSV headers are mapped to companies, people and deals.
Never forget a follow-up
Moving a deal creates the next task automatically.
See what's at risk
Your home screen flags deals that have gone quiet.
Share with your team
Everyone works from the same live pipeline.
Questions
How do I move from a spreadsheet to a CRM?
Clean up your columns (company, contact, email, deal value, stage), export the sheet as CSV and import it into your CRM. In RevenueRobotics that takes a few minutes.
When should a startup stop using a spreadsheet for sales?
When you have more than a handful of open deals, more than one person selling, or you've lost a deal because nobody followed up.
Does it work with Google Sheets and Excel?
Yes. Both can export CSV files, which RevenueRobotics imports.