Last summer, Sarah reached out feeling overwhelmed. Her business data lived in a combination of an Excel spreadsheet and an Agile CRM system, partly implemented but not working for her – data was duplicated, inconsistent, and was giving her a bit of a headache.
She knew it wasn’t sustainable.
I started by reviewing her spreadsheet and mapping out exactly what data she had, what she needed, and what could be retired. Then I cleaned it all up: removed duplicates, streamlined columns, made formatting consistent, e.g. use of a dropdown list for the Status column – making the data instantly easier to use.
But the big change? I migrated her cleaned-up data into Agile CRM.
Why? Because Sarah needed more than just a tidy spreadsheet – she needed a system. A place where she could track client interactions, schedule follow-ups, and grow her business without the constant spreadsheet stress.
By the end of July, Sarah had:
✅ A live centralised CRM system
✅ Data tagged so she could manage leads and clients
✅ A huge weight off her shoulders!
Her words: “5-star service – I can highly recommend.”
If your spreadsheets are starting to feel like digital quicksand, it might be time for a clean-up and a smarter solution.
Get in touch if this sounds familiar – let’s try and get you sorted before the summer’s out!