COMPARE_SHEET.TXT
Spreadsheet vs BareCRM for tracking leads
Spreadsheets are the first CRM for a lot of people. BareCRM is what you reach for when color‑coding and filter views stop being enough.
Where spreadsheets still win
Spreadsheets are unbeatable for quick lists, ad‑hoc reports, and one‑off experiments. You should not give that up.
- You want full flexibility over columns, formulas, and filters.
- You mix leads with other data in the same file.
- You are still figuring out your process and want to move fast.
Where spreadsheets start to hurt
The problem is not the grid. It is trying to use a grid as a memory. You forget filters are on. You lose track of next steps. Rows get stale.
- Follow‑up dates live in a column you never sort by.
- You keep a separate tab just to know who is \"warm\".
- No one owns keeping it clean, so it drifts.
What BareCRM gives you instead
BareCRM keeps the simplicity but gives you one opinionated workflow so you stop dropping leads.
- One place to add a lead with basic context.
- A reminder when it is time to reach back out.
- A clear view of who is waiting on you right now.
When to switch from sheets to BareCRM
Keep a spreadsheet if you are still in idea mode. Switch to BareCRM when lost follow‑ups start costing you more than learning one tiny tool.
Want the bigger picture? Read the anti‑CRM manifesto.