AT A GLANCE
The table compares a typical sales spreadsheet with TracktCRM on the jobs a sales team does every day.
| Comparison point | Excel spreadsheet | TracktCRM |
|---|---|---|
| Lead capture | Leads are typed or pasted in by hand, often from emails, chats and portal downloads | Leads arrive from WhatsApp, website forms and portals such as 99acres and IndiaMART, plus Meta and Google ads from Pro |
| Follow-up reminders | No reminders unless someone builds them. Follow-ups depend on memory | Follow-up reminders and tasks, with automations: 3 on Free and 30 on Pro |
| Team access | Co-authoring needs Microsoft 365 and a file on OneDrive or SharePoint. Anyone with edit access can change any row | Each person has their own login and every lead has an owner. Free covers 1 user and paid plans add users |
| Chats stay on each person's phone and are summarised by hand, if at all | Included on the Free plan (Meta message charges apply) | |
| Reporting | Charts and pivot tables you build and update yourself | A standard sales dashboard with deals by stage, trends and a customer report |
| Data safety | Copies get emailed and downloaded. Version history depends on where the file is stored | One shared record for the whole team, with Import and Export when you need a file |
| Cost | Often already paid for as part of Microsoft 365 | Free plan for 1 user. Pro at ₹319 per user/month billed yearly |
TracktCRM prices are per user per month and shown in your local currency. See TracktCRM pricing for every plan. Microsoft and Excel are trademarks of Microsoft. We are not affiliated with Microsoft. See sources.
CHECKLIST
FAIR POINT
You do not have to give up spreadsheets. Keep Excel for analysis and use a CRM for the daily work of capturing and following up leads.
KEY DIFFERENCES
A spreadsheet stores rows. A CRM runs the process around them: capturing each lead, prompting the next step and keeping every conversation in one place.
In a sheet, the stage of a deal is just another column that someone has to update. In TracktCRM, every lead is a card on a pipeline board that you drag from stage to stage, so the whole team sees what is new, won or lost at a glance. Import and Export sit on the board when you need a file.
In a spreadsheet, WhatsApp chats live on someone's phone. In TracktCRM, WhatsApp integration is part of the Free plan, so every message is saved on the lead and anyone who picks it up sees the full history. See the WhatsApp CRM page.
Excel charts are only as current as the last person who updated the sheet. TracktCRM's sales dashboard shows total deals, deals by stage and a deals trend from the same data your team works in every day, so there is nothing to rebuild before a review.
Instead of copying leads in, TracktCRM pulls them from WhatsApp, custom website forms and portals such as 99acres, MagicBricks, IndiaMART and Justdial, with Meta and Google ads from Pro. Our lead management software page shows the full flow.
Reminders and tasks prompt the lead owner when a follow-up is due, and automations handle routine steps. The Free plan has 3 automations, Pro has 30 and Premium has 50.
SWITCHING
The move is much easier when your sheet has clean, consistent columns before you import.
Make each row one lead, use the same columns throughout and remove duplicates.
Create a free TracktCRM account and set up stages that match the status column in your sheet.
Save the sheet as a CSV file, then use the Import button on the pipeline view to bring your rows in.
Connect WhatsApp and your portals, and on Pro or above, your Meta and Google ad accounts.
Add new leads only in TracktCRM for a week, then keep the old sheet as a read-only archive.
On paid plans, our team in Mohali, Punjab helps you map your columns so your history comes across cleanly.
FAQ
For a handful of leads handled by one person, a spreadsheet works. Once leads arrive from several channels and more than one person follows up, a CRM is better because it captures leads automatically, reminds you to follow up and shows who owns each lead.
You can keep a basic lead list in Excel, and many small businesses start that way. What you miss are automatic lead capture, follow-up reminders, WhatsApp history on each lead and a live pipeline view, which is why most growing teams move to a CRM.
Switch when leads start slipping: follow-ups are missed, two people call the same lead, enquiries from ads or portals are copied in by hand, or nobody can say how many deals are open without building a report.
Yes. Clean up your sheet so each row is one lead with the same columns, save it as a CSV file, then use the Import button on the pipeline view. You can download an import template there to match the columns. On paid plans our team helps you map your columns and move your data.
Yes. TracktCRM has a Free plan for 1 user with a single pipeline, unlimited records, 3 automations and WhatsApp integration. No credit card is needed.
Yes. The Pro plan and above include a Google Sheets integration, so you can keep a sheet in step with your CRM for reports or for people who still work in spreadsheets.
Not always. Many teams keep Excel for one-off analysis, budgets and custom models, and use a CRM for day-to-day lead capture, follow-up and pipeline tracking.
SOURCES
Excel co-authoring and version history details checked on from Microsoft Support.
COMPARE
New to CRMs? Our guide to CRM software explains what to look for.
Start on the Free plan with WhatsApp included and import your spreadsheet, or book a demo and we will help you plan the move. No credit card needed.
