When you started your business, spreadsheets were probably a lifesaver. Quick to set up, easy to manage, and seemingly flexible enough for everything from tracking leads and managing contacts to basic financial forecasting.
But as your business grows, your trusty spreadsheets may become less of a convenience and more of a liability. You might notice leads falling through the cracks, collaboration becoming frustrating, and reporting turning into an exhausting chore.
These aren’t just minor inconveniences; they’re signals your business has matured beyond what spreadsheets can reliably handle. And that's good news—it means your business is ready for something better.
In this article, we’ll explore the five clear signs that spreadsheets are no longer cutting it, and why transitioning to a Customer Relationship Management (CRM) system like HubSpot might be your next best move.
