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While dedicated CRM software provides advanced features and automation, it may be overkill for most small business owners. Besides, Excel isnt a slouch, either.
You can fill in Excel spreadsheets, maintain a customer base by hand or even collect cards for each client. However, the best free CRM software systems are much more effective.
How to Import Contacts From Excel to CRM. One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager ...